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

To: Suma who wrote (62882)	2/4/2003 4:42:55 PM
From: Qualified Opinion	Read Replies (1) \| Respond to of 77400

Did I hear Chambers say that it was one of the best of the best quarters ? In my opinion, cheerleading continues.

To: Suma who wrote (62882)	2/4/2003 4:44:49 PM
From: Lizzie Tudor	Respond to of 77400

totally agree with you. Its just that when companies trade for P/S ratios over 1, it is assumed they are in a growth environment. International sales at Applied are a real problem now based on this geopolitical climate. I assume its exactly the same at Cisco, maybe a little better because the internet is not as built out as PCs overseas. But its more than just iraq. We thought we'd get an increase in intl sales thanks to the lower dollar, thats what happened last time but this time not so, make what you will of it. The good news is that this sentiment has to end sometime. It just could be a while.