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

To: ed who wrote (22773)	2/17/1999 11:17:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77397

Unless the stock price is a function of stockholder enthusiasm as opposed to real returns. Look at the PE. OG

To: ed who wrote (22773)	2/17/1999 11:22:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77397

Everyone pretty much agrees that Cisco is overvalued even now. What we all don't agree on is whether or not Cisco is a great company for the long term. Some of the bears that post here have great information to think about. Others are just moronic because they don't do their homework. Anyone who does, knows that Cisco is a great company and will do just fine in the long term. A split or no split at this point makes no difference whatsoever. The reason Cisco's price is going down now is because it's price was being inflated with all the mania surrounding the Internet. That doesn't mean that Cisco sux, it just means that it is returning to fundamentally reasonable valuations. End of conversation.

To: ed who wrote (22773)	2/18/1999 8:35:00 AM
From: Claude	Read Replies (3) \| Respond to of 77397

Ed, you and Jach are living proof of the axiom that those that know a lot speak little (because they mostly listen) while those that don't know much speak a lot. You're theory of splits is absurd. Are you one of these people with a beeper alerting them to when a split has been announced? You really think a company growing 35% yoy with 60+% margins should NOT be valued higher then LU growing less than 20% yoy with anemic margins? Sure LU is much bigger and the law of large numbers makes it tougher but if you read some of the recent articles you will learn that LU has improved the bottom line mostly by ridding itself of the fat it had prior to the AT&T spin-off. Growing that bottom line is about to get a whole lot tougher for LU. oh but I forgot, LU is splitting its stock and CSCO is not - oh then by all means we should all buy LU! Oh and today's drop of CSCO says everything? - according to you and Jach CSCO should be dropping like a rock. What about your beloved MSFT? Why did it drop? According to you MSFT should be going nowhere but up - but I guess that's why most would call yesterday's action a broad based retreat in tech stocks and not single out any particular stocks as proof of some theory of ours. Good luck in your investing. Claude (rhymes with TOAD)