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

To: LindyBill who wrote (23103)	2/27/1999 11:03:00 AM
From: Frank Sheridan	Read Replies (1) \| Respond to of 77398

Some notes from the front lines... Within the last month I have upgraded from a 56k modem to an ADSL Internet connection. With my new speedy connection I have managed to really take advantage of some nice new abilities: #1. I am now able to work from home, and in fact have established a home based business for that purpose that is now my sole source of income, and I am now making twice as much income as I was before I started my business. #2. I am now able to fully take advantage of www.mp3.com, which means that I am now able to download hundreds of new tunes that my corporate controlled programmed playlist local radio stations wouldn't play if their miserable lives depended on it. These are just two examples of a real person in the real world who has had their life impacted in meaningful and substantial ways by the Internet. And who has done more to build the Internet than anyone else? But wait, there's more. Because I have to commute about %90 less than I used to, I use the roads less, burn less gas, pollute less, and help to reduce traffic. Because I can now work for multiple companies at one time I am able to use my time more efficiently. And now that I am no longer dependant on the local radio stations to be exposed to new music, I no longer have to listen to their inane advertising, or be limited to the songs that appeal to the three or four consultants that program %90+ of all of the FM stations in the country. In short, I am more free now than I was just a month ago. I have more choice in what I can do with my life, and more choice in what I can listen to, watch, and learn about. All thanks to the Internet. I think that this is why Cisco has a market cap as big as IBM, and why over the long term Cisco will grow even bigger yet. And now, if you'll excuse me, I'm going back to work on a customer project and listen to my new favorite bands, "Big Sky" and "Cobain Morrison". Look for them on www.mp3.com, but don't look for them on your local radio station. They're too busy playing REM's latest, or maybe some Beck. Between commercials, of course. The Internet is going to change EVERYTHING. Regards.

To: LindyBill who wrote (23103)	2/27/1999 11:28:00 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77398

Lindy, just sell all your shares damnit. Jach has spoken. I for one believe the sky is falling just like chicken little says! once again, rolls eyes

To: LindyBill who wrote (23103)	3/1/1999 9:49:00 AM
From: Bob Davis	Read Replies (2) \| Respond to of 77398

It appears that "jach" is one of the less popular participants on this forum... But what is really important is not whether he is popular...but whether he is correct. And it looks like "jach" is very correct. Not only is CSCO's market cap a bit higher than IBM's...but CSCO is very overvalued by the market, based on its projected earnings stream. An in-depth analysis of this can be found at napeague.com, in an article entitled "The Pillars of NASDAQ". Bob Davis The Napeague Letter napeague.com