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

To: jach who wrote (26122)6/4/1999 8:44:00 AM
From: no_name  Respond to of 77400
 
Isn't it easy to focus on one narrow topic and try to sell the idea that IBM is a better prospect than Cisco? What about these two companies growth rates? What about their prospects for capturing the exploding internet market? What about the fact that Cisco is way more productive per employee and has much higher margins on their prodcuts? Just some thoughts as to why Cisco is positioned well for the future, regardless of what IBM heads may think. I still think IBM is a pretty good company and has decent prospects, but they are not in the same class as Cisco. (IMO)



To: jach who wrote (26122)6/4/1999 11:03:00 AM
From: The Phoenix  Read Replies (3) | Respond to of 77400
 
Nice calculations Jach. How about also looking at earnings and growth rates. Can you share/compare IBM and CSCO for us using those variables? What's your analysis of that. I'd be interested.

OG



To: jach who wrote (26122)6/4/1999 1:34:00 PM
From: JRI  Respond to of 77400
 
<8 times revenue...>

Jach, I guess future growth rates have nothing to do with (how you) value a company <g>.....

You really don't have a clue how to value growth companies, do you? (Or how Wall Street does it?)


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