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

To: JC Reddy who wrote (25395)	5/11/1999 6:35:00 PM
From: bgg	Read Replies (2) \| Respond to of 77400

JC -- CSCO has been telling people forever that gross margins will fall. Gee, they've fallen from 65 to 64.9% terrible ..... Growth rate?!?! Well, it has increased! From the 30s in prior quarters to 45% What the heck do you want from a $10 billion + company? Is CSCO overvalued by traditional metrics? Of course. But, you need to look at far more than textbook indicators to determine if CSCO is a good investment. Do you have any idea of how big this new converged network market will be over the next 5-10 years? Cisco doesn't even need to be No. 1 in this new market to justify its high valuation.

To: JC Reddy who wrote (25395)	5/11/1999 11:42:00 PM
From: JGoren	Read Replies (1) \| Respond to of 77400

Thanks for the first post of substance, making an attempt to analyze the Q report and what significance it might have. I am somewhat shocked at the inane level of the posts when there is substantive news to discuss and analyze. (Guess, I am too used to the Qualcomm thread, a little dig--sorry) BTW, since I own both CSCO and Asnd, the "I made more" chart is of complete disinterest. If you want to feel badly, plug Qualcomm into the chart.