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

To: Proud_Infidel who wrote (50809)	3/30/2001 10:24:23 PM
From: Monty Lenard	Respond to of 77400

Brian, the fact that csco trades below KO on a price to sales basis is not necessarily a plus since KO is one of the more overvalued stocks. Why? Because everyone thinks it is safe. Monty

To: Proud_Infidel who wrote (50809)	3/30/2001 10:49:38 PM
From: Gary Ng	Read Replies (1) \| Respond to of 77400

Brian, Re: I believe it is foolish to focus so much on the E during downturns since E can dry up and disappear; in rough times S is often a better valuation gauge Except that with the kind of visibility we have, S can be equally misleading in particular for CSCO, NT etc. Similar to semi-equipment, they can go down substantially. This is not like Coke where even in rough time, the consumption may go down but in a predictable and orderly fashion. gary