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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (27310)	2/5/2002 5:32:52 PM
From: Chispas	Read Replies (1) \| Respond to of 99280

"People are more nervous about Cisco than I have ever seen..." biz.yahoo.com

To: sylvester80 who wrote (27310)	2/5/2002 5:56:01 PM
From: Jdaasoc	Respond to of 99280

no bottom till that pig (CSCO) hits single digits It looks like the market is giving up the rest of gains during the bubble period from 1995 to now. Looking at stock valuations based upon time honored principle of a P/E of 15 for company that is profitable and growing at single digit rates as conditions exist now only MSFT and ORCL would have valuations over $30 B but less then $100 B. All other NDX 100 stocks collapse dramatically to lower market caps under the weight of multiple compression. To what levels CSCO QCOM ERICY and SUNW drop to I don't have a clue since they no profits and no forward guidance on sales. CMCSK and AMGN look like they will fare slightly better and crack the top 5 market cap NDX stocks since they may sink slower then the others. I can't see NDX over 1000 in this situation.