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

To: GVTucker who wrote (56398)	12/5/2001 6:15:40 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Hi GV, I have even better fundamental analysis which values Cisco at single digits. If you want, you can refer back to my present value of cash flows per share analysis, which was a response to some of John Shannon's comments. Both John and I conclude that Cisco fundamentally should be valued in the single digits. However, and this is a big one, the market doesn't seem to care. So when I go back to using my gut instead of my head, I can see that momentum will keep this stock high through Feb at least. I bet we see $25 before the end of Feb. Then we may revisit sub-$20 again by April or May, only to rebound in a big way in the summer. Then back down again in October and I bet we see mid-$30s by Feb of 2003. You don't like it, John doesn't like it, and I think it's not fundamentally sound, but the market thinks otherwise. So the stock price will rise, even as we say it isn't worth it. I for one am not going to miss out on the rise, so I've held onto some shares. Good luck!