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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (13364)	12/20/1998 12:11:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 74651

Cisco is that they can't "hook" in customers like Microsoft can Cisco sells a "package" that, along with their marketing setup, really does "hook in" customers. No one can do it like Microsoft, but Cisco is the next best thing to MSFT, IMO.

To: t2 who wrote (13364)	12/20/1998 6:48:00 PM
From: J. P.	Read Replies (1) \| Respond to of 74651

<<My problem with their PEs (especially Cisco) is that they can't "hook" in customers like Microsoft can>> In no way shape or form do I try to kid myself that PE's of 70-90 can last for Cisco, Microsoft, or Dell. I think these are stretch PE's related to decrease in interest rates, and relief rallies. I think the current momentum will bring them higher, but there'll be an inevetable correction and eventually the earnings will increase and the price will decrease to bring into effect PE's nearer the long term averages. Then we can begin this cycle again :-)