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

To: jach who wrote (24691)	4/28/1999 5:57:00 AM
From: Dragonfly	Read Replies (1) \| Respond to of 77397

jach- You seem to be missing the fact that growth rate is significant in determining a companies value. Compare the PEG ratios for CSCO and IBM and then we'll talk. (Better yet, compare price/revenue / revenue-growth ratios) Dragonfly

To: jach who wrote (24691)	4/28/1999 7:16:00 AM
From: Zoltan!	Respond to of 77397

>>The fact that CSCO can meet or can beat by a penny is quite irrelevant to the glaring and alarmingly realistic view of a very much overpriced CSCO stock at this point in time considering that IBM which has the same mkt valuation as CSCO makes eight times more revenue and four times more profit than CSCO. all imo. Thanks again for the invincibly ignorant analysis, proving once again that not all opinions matter. Yours no doubt hails from your extreme Cisco envy, a different and more potent analysis altogether.

To: jach who wrote (24691)	4/28/1999 10:26:00 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77397

Seriously now, Jach. No one denies that IBM has had a complete turnaround and has done remarkably well in the last few years. However, why do you continuously bash Cisco. All the long termers here know that Cisco is overvalued right now. It seems as if I have been thinking that for about 2 and 1/2 years now despite my incredible returns. You aren't tell us anything new. However, most of us simply don't sell this stock. We just buy on dips. Do you have a short position against this stock? Or do you desperately want to own the stock, but can't stand the high valuation? I mean what is your motive? Most of us try to provide each other with new information, in order to help each other. You simply post opinions. Why don't you post INFORMATION? Like when you posted about Juniper. Now that was information.