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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 3:59 PM EST

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To: Jacob Snyder who wrote (54407)	8/8/2001 3:59:19 PM
From: Wyätt Gwyön	Read Replies (2) of 77400

You will be too pessimistic, if you use trough earnings, for a cyclical company, to guess what a reasonable valuation is i thought the party line is csco is a secular growth story, growing at 30-50% a year. LOL. csco hasn't admitted to being cyclical. however, if you assume they are cyclical, then the best way IMHO to value them is price to sales. and i do not consider 8.5X sales a bargain. 2X sales is more appropriate IMO for a cyclical co.

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