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

To: SouthFloridaGuy who wrote (48418)	2/7/2001 3:46:09 PM
From: uu	Respond to of 77400

Excuse me. I do not mean to offend your superior investment intellect. But I believe what you are missing is that the valuation of these other smaller companies and/or other competittors have come down and will continue to go down more than Cisco. One can argue the valuation of high-techs (small and large caps) have all direct relationship with that of CSCO as being the market leader. And let me emphasize on the phrase leader for which and as the latest earnings report indicate their problems are not company specific but have more of macro economy characterization. In fact the fundamentals of the company have not changed at all. The reason they missed their projected earnings and revenue have to do with macro problems rather than company specific issues. If the leader drops so would the the rest. Therefore the ratio and the purchasing power of Cisco will remain as it was before - and in fact is stronger because the smaller companies lose their valuations much more due to not having a pretty balance sheet and/or the necessary market share. But then again I am just a little tiny investor and no where close to you who is the stock guru! And therefore I may in fact be totally wrong since I neither have my MBA nor have read a book on how to evaluate stocks. Best Regards,