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

To: The Phoenix who wrote (44892)	12/19/2000 9:54:26 AM
From: chic_hearne	Read Replies (1) \| Respond to of 77400

Perhaps you can share your math.... enlighten me. The speculative bubble is unwinding..... As to Crisco? How about $10 per share, which would be a P/e of 25 or 3 times sales. Still, history says it doesn't happen this way. History says you go from severe overvaluation to severe undervaluation, thus, my call for a bottom at $3-5 per share.

To: The Phoenix who wrote (44892)	12/19/2000 10:25:08 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

Gary - your math goes to the growth of the company. This is unquestioned. But it has nothing to do with the price. chic and others are making such a simple point. The issue here is that the current PRICE is high. Try a different math. Instead of showing how quickly economic gains per share are growing, show how quickly this discounted stream adds up to some number - like, say $20 or $40 or $80 or $100. Then post your findings, and then let's have an intelligent discussion. John.