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

To: Ibexx who wrote (17650)	10/3/1998 12:17:00 PM
From: SouthFloridaGuy	Respond to of 77398

CSCO is definitely NO COMS. LU...well, I've been hearing things from an analyst friend out in New York who knows things about the company so I'll reserve commentary.

To: Ibexx who wrote (17650)	10/3/1998 9:32:00 PM
From: lkj	Read Replies (2) \| Respond to of 77398

Hi Ibexx, For the 4 stocks that you mentioned: DELL, LU, CSCO, and MSFT, correspondingly, each has a price/book ratio of 49, 18, 14, and 19. I can see why LU, CSCO, and MSFT have such high price/book ratios. But it's very hard for me to see DELL being at such a rich level. A couple of months ago, Michael Dell sold 1/4 Billion dollars worth of DELL, and he has just filed to sell another 4 million shares. A lot of insiders are dumping DELL right now. Do you really think DELL can be a long term stock? If you do, can you explain why? Thank you. As for CSCO, LU, and MSFT, I like them as much as you do. Regards, Khan