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


To: jach who wrote (16914)9/11/1998 2:03:00 PM
From: MythMan  Read Replies (2) | Respond to of 77398
 
CSCO is a great company. My problem is their valuation. The multiple is twice the growth rate. All stocks are getting their come uppance lately. How much longer can csco hold up? My guess is they can't. They have real competition in cos like Lucent. Soft, which also has outlandish valuation, is a monopoly. If economy slows down csco valuation could be sliced in half imho

MM