Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: RetiredNow who wrote (51523)	4/16/2001 7:31:16 PM
From: t2	Read Replies (3) of 77399

Paul Sagawa said Cisco is actually undervalued on a discounted cash flow model that firm uses. However, he did think things will get worse for the company and it improves next year...and there would be better opportunities to buy. If it gets better next year as he suggests, when do you buy the stock? Stocks usually react ahead of fundamentals. Maybe the way Cisco has put everything out there in this profit warning, it starts to turn around. In addition, Sagawa is the negative analyst on Cisco and it is possible that some others may call the bottom on the stock a little faster.

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