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

To: jach who wrote (23102)	2/27/1999 4:30:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 77399

CSCO mkt cap is about the same as giant IBM. IBM is ten times bigger in size as well as many times more profitable. CSCO is way overpriced. Do you have any idea how many times you have posted this remark, Jach? It is this kind of repetitive posting; plus the fact that you refuse to understand why Cisco's market cap is as high as IBM's, no matter how many times someone on this board explains it to you, that makes you the disliked thread moron that you are. -LindyBill

To: jach who wrote (23102)	2/27/1999 10:44:00 AM
From: jach	Respond to of 77399

looks like frank and fun are still learning. too bad. Message 7953818

To: jach who wrote (23102)	2/27/1999 1:58:00 PM
From: Adam Nash	Read Replies (2) \| Respond to of 77399

Jach, And how much bigger is IBM than Microsoft? Care to compare market caps? How about GM and IBM? GE and Cisco? I'm new to this board, but you keep posting the same conclusion over and over again with very little analysis. Is it that hard to grasp that people visualize Cisco's growth potential as long term greater than IBMs? Is it hard to see that Cisco's balance sheet, ie, quality of earnings, is much higher than IBM's? I recently purchased Cisco, and not Lucent, because Lucent has a highly leveraged balance sheet (debt) and lower margins. In a price war, Cisco could cut their margins in half and Lucent would not be able to compete. Lucent also has a very low marketshare (2%) in data-based markets. This is just a starting point, but are you starting to understand why the market is valuing a company with high quality earnings like Cisco extremely well?