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

To: Lucretius who wrote (11455)	1/9/1998 12:28:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Gen mkt cond O.K. Explain. Cisco is far more immune to this than other networkers - so explain. , high valuation, based on last years numbers or this years expectations. Remember Chambers said $20B annual rev. by 2000. I think 3 x revenue for a company growing at 50% annually warrants the valutation - perhaps even more given the fact that CSCO is the only networker to consistently meet or beat their numbers gives investors confidence. probability of a miss or simple meeting of expectations this qtr--- those are my reasons, and I'm hearing they're going to miss from a friend Don't know who your friend is..but IMO he's not well informed. Gary