jach,
I sent you a message the other day:
Message 8646030
To which you didn't respond.
And then you say FORE is a good deal at current prices, despite fundamentals that are much worse than CSCO's.
Message 8423516
Then you go back to the overpriced argument with CSCO and IBM. To me, it seems that you are not consistent in your application of evaluation criteria. Can you tell me why I am wrong?
Thanks,
JXM
CSCO is overpriced compared to IBM.
biz.yahoo.com
biz.yahoo.com
IBM is eight times bigger, much much more profitable.
Simple question, if you've a lot of money to buy a large company, and also assumes that you can only buy one company, either IBM or CSCO today, which one would you buy? IBM that paid you dividence, earned four to five times more than CSCO, and has less valuation than csco, or the highly overpriced CSCO. Jyst take a quick look at the two profiles, what a big big difference?, that reminds one of the Gorilla
stuff. IBM is a Gorilla, CSCO is a little chimp. All imo. |
