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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (32277)2/12/2000 10:56:00 AM
From: LindyBill  Respond to of 77397
 
Gary, all of these math models for stocks stand or fall on their premises, not the math work put into them.

That is why I look on all modeling of this type as basically math based WAG's. Nothing wrong with it, but your or my guess, based on fundamentals, can just as, if not more, accurate.



To: The Phoenix who wrote (32277)2/12/2000 7:50:00 PM
From: John Malloy  Read Replies (1) | Respond to of 77397
 
I agree that forecasting Cisco's market segments and then adding up those forecasts leads to a better valuation. But I don't know the market segments well enough to make those forecasts.

I was pleased to see that even with my forecasts, which probably are pessimistic, Cisco still is worth buying.