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

To: Bob Davis who wrote (23205)	3/1/1999 2:28:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77398

Bob, Thanks for the perspective. You mentioned CSCO valued at $50-$65. How do you come to that valuation? Just wondering. OG BTW: It's better to be wrong and make money than it is to be just plain wrong. ;)

To: Bob Davis who wrote (23205)	3/1/1999 3:05:00 PM
From: Eric	Read Replies (2) \| Respond to of 77398

Bob, I have to disagree. Cisco is at the front of a wave of change. If you look at some of the classic models of valuation I would agree but this is a totally different animal. Those who understand distructive change will understand and profit. regards, Eric

To: Bob Davis who wrote (23205)	3/1/1999 3:53:00 PM
From: LindyBill	Respond to of 77398

value-investing, a philosophy which does not always work in the short term...but is deadly accurate over the long term. Bob, I am sure you will make a lot of money with your approach, but I believe you will look back and be chagrined at the amount you have left on the table by undervaluing the "Gorillas". Try Moore's book, "The Gorilla Game", for a different approach to company's like Cisco and Microsoft.