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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: moufassa7 who wrote (2861)	12/17/2001 8:28:40 AM
From: Condor	Read Replies (1) \| Respond to of 13660

IYO will the new balance of the QQQ bias it in any particular direction. EG..less techs or more bios or...? C

To: moufassa7 who wrote (2861)	12/17/2001 8:29:25 AM
From: DebtBomb	Respond to of 13660

08:17 ET Cisco Systems (CSCO) 19.39: Hearing from sources at Bernstein that analyst Paul Sagawa is reiterating his long-term negative outlook on Cisco; says that over last 50 years, communications tech spending has grown 13-14% with avg operating margins of 8-9%. With assumptions of 17.5% avg growth and 17% operating margins for Cisco over the next decade, Sagawa arrives at a discounted cash flow valuation of $11-13/share; but says company can hit its Q2 numbers and maintain flight-to-quality status in the near-term.