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To: Chuzzlewit who wrote (1796)12/23/1997 1:21:00 PM
From: Pirah Naman  Read Replies (1) | Respond to of 7342
 
Paul:

I am well aware of the limitations of the approach. However, it is hardly a pointless exercise. It is sufficient to determine if a company is grossly over- or under-priced. Given the impossibility of knowing the future, this is quite enough.

BTW, while analysts numbers can be used, they are hardly necessary. Furthermore there are those analysts (e.g. Value Line) which are perhaps a little more removed from retailing pressures.

Pirah



To: Chuzzlewit who wrote (1796)12/31/1997 10:23:00 AM
From: craig crawford  Read Replies (1) | Respond to of 7342
 
Bulls Or Bears: What's In Store For The Internetworking Market In 1998
techweb.com

(An excerpt)

A partnership with Tellabs Inc., specifically, would benefit Cisco, Johnson said.

Tellabs is a leading supplier of digital cross-connect transmission systems to carriers in the United States and of wireless access systems around the world.

Steve Levy, an analyst at Salomon Brothers, said Tellabs has
"the No. 1 position in the sweet spot of the transmission market. It has new products that are generating real sales in the wireless local loop."