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

To: Lizzie Tudor who wrote (66789)1/2/2005 9:17:15 PM
From: RetiredNow  Respond to of 77397
 
Hi Lizzie, revenue growth from Cisco's VOIP business alone coule double revenues from here, and that is just one of their many growth businesses. I think you are seriously underestimating both the growth of the internet and Cisco's prospects as the pre-eminent purveyor of the picks and shovels for that goldmine.



To: Lizzie Tudor who wrote (66789)1/2/2005 10:04:36 PM
From: Peter Joseph  Read Replies (3) | Respond to of 77397
 
Lizzie: Here is my quick table:

Ticker, Revenues(ttm,$B), PE(trailing), Market Cap($B)
CSCO, 22.92, 26, 127
EBAY, 2.98, 110, 77
GOOG, 2.67, 231, 53
YHOO, 3.16, 100, 52

Now tell me, which one would you rather buy?

Observations:
1) The law of big numbers has caught up with CSCO
2) CSCO saw similar run-ups during much of the 1990's.
3) Are we in a search bubble or what? Really, are lava lamps worth all that much? :-)


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