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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Immi who wrote (16859)	5/9/2003 8:56:37 PM
From: fedhead	Respond to of 57684

I think TGLO.OB is probably the best stock for your money. The Internet boom part 1 ended with TGLO public offering at triple digits. Maybe the Internet boom part 2 will end with a 10 fold appreciation in TGLO.OB's price. Anindo

To: Immi who wrote (16859)	5/10/2003 11:46:44 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I know thats the CW right now... and of course Cisco being a big name means less leverage than the little guys, ok. But I watch Cisco for a few reasons, first because it is a pure play on internet growth as far as I'm concerned, vs say msft, intc, ibm. Second Cisco really took everybody's share and marginalized their competition (those companies who had the potential to be really large companies in internet infrastructure, or the prior gen telco's who were pushing into infrastructure - JNPR, LU, NT etc) so Cisco is the market really. When Cisco is doing well it means the industry as a whole is looking up imo. As far as Cisco stock, there is something quite interesting. I think they are somewhat undervalued at this point relative to some other big companies like Dell- imo it is this options expensing issue that is holding them back. If Cisco is forced to expense options they will stop issuing options and that will give the stock some upwards pressure imo. Anyway not the best play out there on a % basis or anything, but worth watching for a whole bunch of reasons. A great corporate citizen too, and it just happens Cisco is a great showplace for my technology, e-commerce. So I like the company.