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


To: RetiredNow who wrote (59869)6/18/2002 5:10:22 PM
From: larry  Read Replies (1) | Respond to of 77400
 
Mind,

I really believe that CSCO is in a league of its own. However, I feel that we won't see the true NAZ bottom until these issues (MSFT, AMAT, DELL, CSCO, and INTC) spot realistic valuations. DELL has shown no growth for 4 years and still spots a hefty PE. AMAT is really a cyclic stock at best. INTC was traded at average P/E 15 between 88 and 96 and had much better growth than it has now. Among these 5 stocks, I think that CSCO has the best growth potential. But due to numerous concerns, I am not a buyer at current level. It will be interesting to see how bulls fight against AMD and AAPL warnings tomorrow. Currently the futures are lower. If the EURO can make a base of 0.95, the fun will begin.

larry!