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To: pater tenebrarum who wrote (100660)	5/8/2001 4:33:39 PM
From: SeaViewer	Read Replies (2) \| Respond to of 436258

CSCO' business is terrible. Sales flat, gross margin down. Selling and General Administration up huge. Its P/E, based on latest 4 quarters pro forma earnings, is now 37. Its true earnings for the latest 4 quarters is negative.

To: pater tenebrarum who wrote (100660)	5/8/2001 9:07:07 PM
From: Spekulatius	Read Replies (1) \| Respond to of 436258

>> so the CURRENT valuation representing a 100 FORWARD p/e is FAIR according to Al Goldman's outfit??? << Who cares, CSCO beats buy 1 penny just like in the good old times. More to come, since they can pull out a few hundred million $ out of the "inventory correction" cookie jar, so beating earnings is all but assured. Of course they will be much lower than last year. I am also curious about a price war, since CSCO products are a commodity, this is all but inevitable.

To: pater tenebrarum who wrote (100660)	5/8/2001 10:12:55 PM
From: John Pitera	Read Replies (2) \| Respond to of 436258

Here is Josephthal on friday saying they feel 70-75 is "fair value" for ITWO.... I see that as being a PE of 300 on 2002 earnings. 04-May-01 12:17 ET i2 Technologies (ITWO) 23.90 +1.41 (+6.3%): -- Update -- Before the open, Josephthal & Co upgraded to STRONG BUY from Buy based on: 1) increased confidence that revised guidance will met, based on recent changes in company's sales model; 2) shares favorably valued relative to those of leading competitor; 3) a potential increase in the company's long-term growth rate; 4) management changes should provide more effective interaction with investors... Thinks a fair valuation for the stock is between $70 and $75.