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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Bob Davis who wrote (41207)	10/21/2000 4:35:31 PM
From: Uncle Frank	Read Replies (2) of 77400

>> Help me out here - where am I wrong? First of all you're looking at trailing 12 month PEs rather than projecting future free cash flow. Second, you are attempting to apply metrics you've developed to measure the potential of small caps to a Gorilla (as in the Gorilla Game by Geoff Moore). It's just too narrow a screen. You could have done the same thing 5 years ago and advised people to get out of msft, intc, orcl and csco, and cost them a fortune in the process. Third, you are a value investor. Gorillas never appear to be good investments to those of your persuasion. But then again, value investing has underperformed seriously in recent years. Maybe your time has come, but I don't think so, at least in the tech sector. jmho, uf btw, I looked over your website, and think it's an excellent resource for small cap investors. Perhaps you should stick to your specialty.

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