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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: missing who wrote (4341)	2/27/1998 5:16:00 PM
From: Bosco	Read Replies (1) \| Respond to of 6980

Dear missing - you ve a point there, or maybe you were reading the same story I read a couple of days ago: cbs.marketwatch.com For the sake of discussion, if you feel CSCO is the gorilla and BAY a chimp, why wait for BAY to go up to $40 before you switch? I mean, the logical conclusion of your argument is that CSCO will most likely always outperform BAY. So, the sooner you switch, the better performing you portfolio will be. Note: actually, I do recognize the reality somewhat - size matters <VBG>. Therefore, in general, I agree that all things equal, i.e., if two cos don't make any mistake, people tend to gravitate toward a more stable one. Having said that, unfortunately, I am a highly emotional investor - bad idea <sg> - and I ve a tendency to root for underdogs. O, well, it takes all kinds to make up the world <g> rgds Bosco

To: missing who wrote (4341)	2/27/1998 6:00:00 PM
From: Ling Chen	Respond to of 6980

First of all, CSCO in the network field is not a really dominate player like MSFT in software and INTEL in CPU field. It's the biggest player but other players still can challenge it and make a lot of money. Second, CSCO doesn't have new leading technology like INTEL. INTEL and MSFT can squeeze out other players profit. Can CSCO do that ? Finally, compare its P/E and P/S ratio. CSCO is a really overvalued stock. Current price is based upon their future estimates. Can CSCO sustain its growth like before ? CSCO actually is trying to do that. that's why they enter telcom market by acquiring a Canada telcom company. Can they compete Lucent, Nortel and other big telcom players ? It's a big question.