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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (46342)	1/8/2001 1:20:21 PM
From: LLCF	Respond to of 77400

Message 15142941 DAK

To: michael97123 who wrote (46342)	1/8/2001 1:51:39 PM
From: Stock Farmer	Respond to of 77400

Mike - I read on one of the threads "history never repeats, but it rhymes". There are safety nets in the places where there was bare concrete in '29, and new high-wires strung since then too. The sameness is not the location of the wire and the nets, it's the effect of flesh impacting on concrete from 100 feet up. In discussing PE you sound like "growth" is the only factor to consider. There are two more: the current Price, and the duration over which the growth will be sustained. To deserve it's current PE you had better take for granted CSCO looks like GE. A few times over, actually, and pretty darn soon. If you dispute, please share your quantitative model that shows otherwise. But we all know PE is only a foolish ratio used by bears to justify why prices are so high, right? John.