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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Cleo who wrote (4640)	2/4/1999 12:48:00 AM
From: Jason Hall	Read Replies (1) \| Respond to of 8220

<!-- I got frustrated by and tired of the relentless selling and downward movement over the last couple of weeks. (Bought in at 197 ... ouch) Good luck to all longs. I may join you again when the time looks right.> When will the time look right? When the stock hits 197 again? Buying high and selling low is not a good policy.

To: Cleo who wrote (4640)	2/4/1999 2:30:00 AM
From: jach	Respond to of 8220

CSCO mkt cap larger than IBM. CSCO is way overpriced. Look for CSCO to come down substantially this year. Sutro is smart in downgrading, they see the value. Look at the numbers for IBM and CSCO. One will see IBM with almost 10 times of CSCO revenue and size but surprisinly less than CSCO valuation is a good value where else CSCO is definitely way way overpriced. imo. quote.yahoo.com quote.yahoo.com IBM === For the 3 months ended 12/31/98, revenues were 25.131B; after tax earnings were 2,346. CSCO ==== Net sales for the second quarter were 2.83B. Pro forma net income, which excludes the write-off of purchased in-process R&D discussed below, was $606 million