BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: RFF who wrote (5095)	4/3/1998 5:14:00 PM
From: Senthil Sankarappan	Read Replies (1) of 6980

>>In my opinion, 12 times our mkt cap is a ridiculous valuation for CSCO considering that its sales are only 3+ times BAYs and earnings are about 5 times. Oh well, everybody loves the biggest players these days. <<< Market always gives high valuation for monopoly. Look at MSFT/KO etc. Similarly CSCO is monopoly in atleast a major chunk of their Biz. Tell me where BAY is a monopoly. Comparison based on just the revenues is not fully valid. Monopoly leads to high margins and that's what the market wants. Will things change? Who knows?? No one can predict the future. just my 2c. Neither Bull nor Bear of BAY. -senthil

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