Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Jane4IceCream who wrote (87290)	2/15/2001 2:46:45 PM
From: ItsAllCyclical	Read Replies (3) of 95453

OT - Just looked at CORV. Not saying it won't follow the opticals higher, but at 38x sales and virtually no PE don't see the attraction. GLW seems like such a no-brainer compared to it's optical peers at 5x sales at less than 30x forward 2001 earnings. NT is my second choice, but at 90 bil in market cap it doesn't dance like the others. JDSU would be my third choice, but still too pricey for me. AMCC, VTSS, CIEN all still hold ridiculous valuations. What is compelling about CORV? What do they do that their peers don't? Still re-learning the tech sector after being away for a very long time. At 5 billion in market cap it would be a pretty big acquistion for CSCO. Assuming a buyout at 40 vs current price of 20 and it's a 10 bil. price tag. CORV will probably gain nicely on it's own ST, but I don't see CSCO making that big of a purchase.

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