SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: jach who wrote (25645)5/13/1999 4:22:00 PM
From: jach  Respond to of 77397
 
-OT- PRMS is going great ! PERI is another good one to look at, all imo.



To: jach who wrote (25645)5/13/1999 4:37:00 PM
From: jach  Read Replies (1) | Respond to of 77397
 
quote of the day - go figure -
yes, the mkt is starting to figure it out why IBM should be at these levels while the rest like CSCO, some recent networking IPOs, and the Internuts are having stratospheric valuations. Either IBM is very much under-valued or the stratospeheric ones are way over valued. Look for the mkt to balance this in-balance resulting in fast-appreciating IBM and double-speed downhill for most stratospheric stocks.

cbs.marketwatch.com



To: jach who wrote (25645)5/14/1999 12:35:00 AM
From: jach  Respond to of 77397
 
If CSCO gets IBM's PE multiple what will its price be:

Let's see:
IBM PE is about 30 only, in fact IBM earnings growth last qtr was about par with
CSCO
CSCO current PE is about 100.
So, simple calculation said, if CSCO gets IBM PE multiple it should be at 0.3 of its current price. And that is about 40$ only. All imo.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News