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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (20706)	2/25/2005 12:13:17 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78702

re CSCO _ also started a position in CSCO today. Multiples look better than they have for a long time. My only gripe are the stock options. CSCO has a higher growth rate than MSFT but when taking the stock option dilution into account as well as MSFT dividend, they look about equal.

To: Wallace Rivers who wrote (20706)	10/12/2005 11:24:54 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78702

CSCO: Nervously started this today @17.08. I'm looking for a successful retest of 17.01 intraday low of April 18. It's broken that by a penny or two, but that may be folks gunning for stops, so I'm overlooking...if it drops much below, I'll likely bail despite fundamental positives. Back in April, Bob Olstein said he valued CSCO @25 based on FCF. S&P has similar fair value. There are some indications of a new product cycle ahead. OTOH slowing growth had created a typical growth/momentem to value handoff which could take CSCO lower as traditional growth owners sell their shares to value guys. My bet is that this level holds and the value guys get some help from technical traders and the momentum guys at least temporarily rejoin the party.