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To: kas1 who wrote (391)	10/18/1998 4:59:00 PM
From: Wan Sing Kong	Read Replies (1) \| Respond to of 10934

talking about CSCO, if I'm not wrong, I think it was down about 40% from it's all time high, meaning to say that people at that time started to realized that company is not going to sustain that kind of growth. I mean of course, CSCO was highly overvalue five years ago, but it has been growing at the expected rate too, and that's why people are always willing to pay for the premium. But looking forward, the situation is kind of gloomy. If they happen to announce that they're not going to sustain that kind of growth, I believe people will then not be willing to pay that kind of premium. Same things apply to NTAP. I think for me as an investor, it's always good to be cautious and conservative than to assume that company is always going to sustain the kind of explosive growth in the past.