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


To: el paradisio who wrote (68391)2/2/2001 9:55:10 PM
From: Doug  Read Replies (1) | Respond to of 99985
 
El: Its all about growth , earnings and revenue. Sure, there will be better mousetraps. Unless CSCO resorts to vendor financing they will have to lower their growth targets. If that happens , there has to be a valid reason for the current valuations.

No one has given any reasons why the P/E valuations of 99 are not valid in 01 even though profit growth and GDP are now lower.

Regards.