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

To: Ed Harrison who wrote (50443)	3/26/2001 11:53:31 PM
From: chic_hearne	Read Replies (4) \| Respond to of 77400

Ed, Even at $18 per share we are still talking about a stock that has a market cap of about a $130B. That's still a high price/sales multiple in this uncertain environment in my opinion. But hey, it's you're money. I'm kicking myself now for covering half my Crisco short a little above $19. chic

To: Ed Harrison who wrote (50443)	3/27/2001 7:28:39 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 77400

The key is the growth rate. How do they know it's going to do CAGR of 28%? You might check on what the consensus for calendar 01/02 growth was 6 months ago and 1 year ago. Personally, I would like to consider how accurate those forecasts were before lending much credence to long-term forecasts.