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Strategies & Market Trends : Puff Daddy's Mo' Money Mo' Problems
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To: Investor Clouseau who wrote (800)4/12/2000 3:46:00 PM
From: SouthFloridaGuy   of 896
 
Sure, there's plenty of great values. But don't use relative valuation. Friend of mine was trying to tell me a month ago that XLA was worth $20 billion because of AKAM's valuation.

Well now AKAM has come down to earth -- although still terribly overvalued by any measure -- and now he's wishing XLA were simply back where its at.

If you use true Graham and Dodd (I am not saying we have to, just trying to make a point), virtually no tech stock can be valued.

<GASP>...SOOOO...I use historical valuation. And based on historical valuation of a company like CSCO - it still has more to go. It's not like CSCO is growing any faster no matter how "great" the opportunities lie ahead. Thus its rapid price ascent from October on is also unjustified.
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