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


To: Proud_Infidel who wrote (55587)9/23/2001 12:38:02 AM
From: Stock Farmer  Read Replies (2) | Respond to of 77400
 
Firstly I seem to recall Mr. Buffet mentioning something about lousy returns from the equity market recently. I'm not sure he's loading up the truck recently.

I don't get KO or G at fair value either currently. I have them at 2x or more over valued. Even though KO is more than 10x the EPS of Cisco it trades at less than 4x price. And G is half that of KO and trades at just over half.

So by ratio to earnings they are relatively better buys. But both of them stink as investments now too. They stink less. But still stink.

MO is one stock I find to be fairly valued.

John.