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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (45859)4/12/2000 10:42:00 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 99985
 
im not so much talking about the distance from the highs. CSCO's p/e is a mere 190 at this point. not exactly enticing. even if one accepts that it deserves an above average valuation, it remains EXTREMELY rich, even by its own historic standards.
remember, this is by no means a judgment regarding its qualities as a company.

here's some interesting reading regarding valuation and growth assumptions:

csf.colorado.edu

good night!

hb



To: dennis michael patterson who wrote (45859)4/12/2000 11:02:00 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 99985
 
I don't know if you were investing in 1973-75. Lots of people were pushing the former favorite "one decision" stocks after they had dropped 30-50%. They seemd cheap to many just like Cisco appears "cheap" to you now. But then they fell another 30-50%. Many of them plunged 80% or more before troughing.

A word to the wise....


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