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

To: Neil Mintz who wrote (18825)	11/4/1998 4:48:00 PM
From: Gary Wisdom	Read Replies (3) \| Respond to of 77397

It's trading at $66. Guess the market thinks it's pretty damned good.

To: Neil Mintz who wrote (18825)	11/4/1998 4:50:00 PM
From: Paul Shread	Respond to of 77397

Yeah, right. And KO should have shown more than a 5% drop in earnings at a PE of 50. At least CSCO is growing, and strongly at that.

To: Neil Mintz who wrote (18825)	11/4/1998 5:00:00 PM
From: Smart Investor	Read Replies (2) \| Respond to of 77397

For a company like CSCO, trailing PE of 78 is a steal compared with the insanity of internet stocks. For God sake, YHOO is at a price/sale ratio of 80 with negative earning. I think we all believe, CSCO will earn a whole lot more money than YHOO will ever will.

To: Neil Mintz who wrote (18825)	11/5/1998 12:51:00 AM
From: Ken	Read Replies (1) \| Respond to of 77397

Cisco is the undisputed global networking god. They consistently post solid, predictable earnings and gross margins are always in the +60% range. They are stealing market share and mind share for virtually all high-end networking equipment. Thus, a p/e of 78 is a deserved premium for such a technology stalwart such as Cisco. Networking and enterprise storage equipment is literally going to explode into the millenium and Cisco will be right there selling its stuff via their awesome E-commerce website with great margins!!!