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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: j g cordes who wrote (35377)	11/11/2000 1:28:42 PM
From: Lee Lichterman III	Read Replies (2) of 42787

>>CSCO had great numbers and their forward bias is great, DELL's growth for a company its size is excellent. Something must be going on underneath the surface to support this negative behavior. << CSCO revenue growth was stated to be 66% and DELL forward looking guidance was for 20%. CSCO currently has a PE ratio of 129 and DELL still sports one if 37.8 after this decline. IN other words, they both have a PEG ratio of 2+ which means that their prices would have to drop 50% for them just to reach historically fair value. I don't see where the confusion could be. The fact is these have been bloated pigs for a long time and maybe the market ran out of glue to sniff and is realizing that they have been over paying for some time. The reality is that the growth rates will probably be even lower due to rate hikes that haven't been felt yet, telecom financing problems and other various problems looming on the horizon, but I won't even go there. I figure a 50% haircut would at least be a good enough start to get things a bit closer. <gggg> EDIT - Thanks PMG for the news on the Israel foreign relations developement. Good Luck, Lee

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