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

To: Gerald Walls who wrote (23130)	2/27/1999 5:09:00 PM
From: PMS Witch	Respond to of 77399

"Large capital gains taxes? ..." Agree! One popular method of increasing a portfolio's performance is using margin to buy shares which appreciate faster than the interest paid on the funds borrowed. Your portfolio performance is augmented even further when you're getting the equivalent of an INTEREST FREE loan from the tax collector by refusing to sell, making any temporary weakness in the stock price insignificant to your overall plan. Have a nice weekend, PW.

To: Gerald Walls who wrote (23130)	2/28/1999 12:15:00 AM
From: jach	Read Replies (1) \| Respond to of 77399

CSCO is overpriced, check CSCO mkt cap about the same as (HWP+CPQ+SUNW) combined. quote.yahoo.com quote.yahoo.com quote.yahoo.com quote.yahoo.com Just simply look at these amazing numbers and see why CSCO is extremely overpriced and can drop dramatically any time. Approximate numbers: HWP - revenue 45B and next yr estimate $3.87 CPQ - revenue 31B and next yr estimate $2.29 SUNW - revenue 12B and next yr estimate $3.35 ----------------------------------------------- combined revenue 88B and combined next yr est = $9.51 CSCO - revenue 12B and next yr estimate a small $1.82. Based on these numbers CSCO is about six times overpriced. imo. So, Vector Vest analysis of $47.50 is in fact still quite a bit over priced.