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

To: Tulvio Durand who wrote (10457)	11/14/1997 1:18:00 AM
From: pass pass	Read Replies (1) \| Respond to of 77400

Don't be so sure. All the network companies are in some kind of trouble one way or the other, I don't believe CSCO can claim all the credit. ASND and COMS are killing each other with their stupid 56k pissing contest. CSCO is smart enough to wait the standard out. But here we have a company (industry leader no doubt) that grows 26% EPS (Chambers said the industry grows 30-50%) with a P/S of 9, while the industry average is around 3. A $6 billion company (in terms of sales) in a $30 billon industry, but possesses 60% of the total market cap. Network is not a sector to be these days, CYMI and SMOD look safer.