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

To: uu who wrote (52861)	5/11/2001 2:50:01 PM
From: HH	Respond to of 77400

Here's the full section.... I think it is not a contradiction but simply a difference of opinion what this guy thinks about Cisco versus the guys who are buying Cisco. Personally I agree with the thinking that Cisco is scary at this price....... 'Miller isn't on a buying spree and warns investors not to confuse a stock that's well down from frothy heights with a value opportunity. Case in point: When the subject turns to tech behemoth Cisco Systems, 1999's can't miss networker whose shares are down more than 66% over the past year even after a great April, he's not smitten. The stock sports a 47 forward price-to-earnings multiple, more than twice that of the S&P 500. "I've talked to some value guys who told me they're buying Cisco now," he said at the conference. "I think Cisco is really scary here." ' HH