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

To: The ChrisMeister who wrote (15779)8/5/1998 2:55:00 PM
From: Dennis A. Rose  Read Replies (1) | Respond to of 77400
 
Every telecom equipment maker is becoming a datacomm equipment maker. What happens to CSCO's P/E as all the rest make the switch? (got net, got pun?)

I disagree with the ChrisMeister's analysis. There's growth to maturity. Companies with high P/Es do not keep them over their lifetime. They get high P/Es during the high growth phase, then lower P/Es as they and the industry mature. CSCO is executing like a fine precision clock. At this time in world deployment of communication gear CSCO can continue to grow. The question is for how long.

Dennis



To: The ChrisMeister who wrote (15779)8/5/1998 3:51:00 PM
From: Rose  Respond to of 77400
 
Thanks for that perception of p/e, Chris. I see this as an opportunity to move into Cisco as a holding. There is too much money looking for a place to nest to have the market stay in a dive longterm.

Rose


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