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

To: Victor Lazlo who wrote (59300)	5/7/2002 10:21:23 AM
From: RetiredNow	Read Replies (3) \| Respond to of 77400

Well, I wouldn't call it a stagnant company. They have arguably the best database technology in the world. But I have to agree with you that the database industry is mature with little hope for hyper growth. Oracle should start giving out dividends and act like a mature company. Not only that, but I think it should have a PE of closer to 10 than 20, which would halve it value from here.

To: Victor Lazlo who wrote (59300)	5/8/2002 12:53:08 AM
From: ehasfjord	Respond to of 77400

On topic, What about the rise in CSCO during the day + after hours? I had them picked for a warning (at the very least), but, they beat the street both pro-forma and GAP. One hell of alot of trades went thru after hours, all UP! You are correct re: good old Larry, but @ 11.00 I couldn't pass it up (I should really love it @ 8.50 VBG!) All in all, ORCL is the MAJOR player in the DB business, outside of big blue, but IBM doesn't seem to really cashing in on this. IBM is "tempting" @ it's present price + it does pay a dividend. I try to "invest/crapshoot" in the fallen angels - or at least the major players with the most capital ($$$$$$$) behind them. Thus far, since the glory days, I'm bearly breaking even. My problem, not yours. We'll see. Take care, and best wishes!