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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (19260)8/12/1998 8:40:00 AM
From: IQBAL LATIF  Read Replies (1) of 50167
 
This how my reasoning process works when I look at a chart-- page 76 FORTUNE--
In 1998 it is depicted that 2.367 billion $ is expected to be the CSCO systems E-commerce revenue Us internet commerce revenue is expectd to rise like a hockey stick in excess of 350 billion $'s by 2002. Now even if you discount this projection by 50 % in five years I am seeing a possibility of CSCO which has 80% of all internet hardware if it maintains its present ratio of 14% of present US internet commerce revenue to increase to 14% of 175 billion $'s-

This is one sector only and assumes that CSCO shares stays at 14%. It is this kind of logic applied to wealth creating stocks that leads to higher valuations but it is always good that these stocks need to be spooked on and off to stay on a realistic projection route- it is for this that TXN traded at 37$ few months back and ASAND at 23$ for some it was expensive than it will stay expensive at 10$, bear state as I have always said is a state of mind whereas realistic feel of market is achieveable if you come to market with a clean slate- the world wealth needs places for parking- US equity market in mind of global investors stacks right up on top.. don't mix and panic consolidation for bear market- it is not one it does not look like one..
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