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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (26222)	11/10/2005 6:51:45 PM
From: Lizzie Tudor	Read Replies (4) of 57684

well I don't think Cisco is expensive at all, and at a 100 billion market cap for their level of dominance doesn't seem like much to me. Its less than 4x sales. And the ethernet business, unlike PC operating systems, is a grower. I think cisco should sell for 6x sales, or maybe even double from here! Just think about what one billion dollars is worth in real estate these days, its an amazing dichotomy. We didn't have this in the 90s, back then stocks were extremely expensive and real estate was also expensive. Now, RE is way, way overblown and stocks are basically cheap. And the compression we've had in terms of number of companies listed is also significant. I just think people like Stovall have been saying big cap tech growth, or any growth has been on the menu for years as far as a good investment but they haven't moved. I don't know what will make these stocks go up.

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