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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (15557)	1/1/2003 3:14:14 PM
From: Lizzie Tudor	Read Replies (1) of 57684

The Dell and Haiwei fear is depressing Cisco stock, if you notice on a variety of metrics Cisco is cheaper than Dell. Victor Laszlo (who btw has been really accurate with the mkts and individual stocks, remember he went into oil early and he found "findwhat" and some others)... has a cisco prediction of 28$ eoy 03 on the cisco thread. LOL I'm waiting for the onslaught of attacks on that. I don't know if cisco will hit 30$ by 03 but my guess is by 04, definitely. There really isn't any evidence that cisco is losing share... you have to look for it. In the carrier space they have gained a tremendous amt. It looks to me like extr is toast given its chart. Its just the business cisco is in that depresses his outlook. If we get much more consolidation in the networking space and some other areas then the remainers have no chance but to go back to old highs one day, today's overall naz capitalization is a fraction of what it was at peak, the indexes don't tell the whole story.

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