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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (32183)	5/8/2000 12:58:00 PM
From: Augustus Gloop	Read Replies (1) \| Respond to of 63513

15 <g>

To: Jorj X Mckie who wrote (32183)	5/8/2000 1:09:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 63513

Jorj, You sold FFIV, I bought Friday at an average of 35. Am I going to be fine or do I have a ways to go on the downside in your opinion? I like my chances given relative valuations to ATON and the (my opinion...) ridiculous price afforded ARPT...I do like the engineers there and am very happy for them since the lock-up is likely removed and vesting is likely accelerated. thanks as always, tp

To: Jorj X Mckie who wrote (32183)	5/8/2000 1:34:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

It really depends on an number of views or assumptions. in terms of what is the "corrrect" forward PE. A company like CSCO or SUNW deserves a higher multiple than FFIV, many would say since CSCO is the Gorilla in it's area and has proven products. One could say that FFIV can grow much more than CSCO due to CSCO's sheer size. If we were to go into a substantial recession prices could go much, much lower than most of us would believe. are you familiar with PEG PE to Growth ratio.?