Got a bunch of Covad stock options I'll sell ya !!! :o) Phil ----- Original Message ----- From: "Robert Padjen" <[EMAIL PROTECTED]> To: "ItsMe" <[EMAIL PROTECTED]>; <[EMAIL PROTECTED]> Sent: Sunday, March 25, 2001 8:02 PM Subject: Re: Hi folks, I've been thinking about Cisco as an investment. > All - > > Cisco is a great company. It has one of the best > developed business models in the world. Their products > afford a well-rounded feature set that is first rate. > > ARE YOU INSANE!!! ;) > > Let's see. CSCO is trading at a P/E of just over 45. > Companies normally trade in the area of 30, and > WorldCom, etc., are at 10-15. Thus, Cisco is > overvalued by 50%, and historically would price at > $12/share if they were a normal company. OK, they're > not, so a slight premium would be warranted (where > that is between $12-18/share is unknown, but we'd > likely be near the top of the range). Further, Cisco > is recording P/E (price/earnings) on last quarters > numbers, which could be 30% BETTER than this quarters. > A lowering of up to 30% could warrant a price range of > $10-14/share to hold the same P/E ratio. Since the > next two quarters appear down, and lowering is more > likely, you would view this as a bargin why? ;) > > In addition, Cisco is the largest holding of most > money market funds. As the price increases it would be > likely that they will sell to diversify. > > Look, I like the company. I think very long term they > will be an IBM or a Microsoft. But short term, with > any stock, don't allow a lower price than yesterday to > be a measure of a bargin. If I believed that any/all > of us would save Cisco with our thousand share buys > I'd likely be a bit more positive, but since the loss > will hurt us MUCH more than the aggrigate company or > economy, please save your capital and do the analysis > before investing! > > Kidding about the insane thing BTW. Now, for a really > good investment, the Bank of Rob is taking deposits, > cash only please! > > > --- ItsMe <[EMAIL PROTECTED]> wrote: > > Myself and a few others are buying. Same story as > > yourself couldn't afford > > it before. As for going to hell in a hand basket; if > > Cisco went down the > > tubes, there would be many other things you would be > > worried about then the > > money you would be investing with now. (i.e. > > radiation poising from the > > Nuclear War :-) > > > > just my opinion > > > > "Natasha" <[EMAIL PROTECTED]> wrote in message > > [EMAIL PROTECTED]">news:[EMAIL PROTECTED]... > > > Hi gang, this is a little off topic but... > > > I've been watching the stock price of Cisco drop > > from where it was to > > > where it is now, and have been agonizing over the > > fact that I can > > > actually afford some. > > > > > > Reading the Analyst Consensus on various sites and > > Cnbc it seems like > > > we're going to hell in a hand basket. > > > > > > The insight that I need is, > > > Is it slowing down as bad as they tell us? > > > What is the life span of the average router, > > warranty? > > > How often are routers, switches, etc. replaced? > > > Is Cisco a bad investment right now? > > > You folks are out in the trenches so any help or > > insight that you can > > > offer is a help. > > > Thanks > > > -- > > > Natasha Flazynski > > > http://www.ciscobot.com > > > My Cisco information site. > > > http://www.botbuilders.com > > > Artificial Intelligence and Linux development > > > > > > _________________________________ > > > FAQ, list archives, and subscription info: > > http://www.groupstudy.com/list/cisco.html > > > Report misconduct and Nondisclosure violations to > > [EMAIL PROTECTED] > > > > > > > > > _________________________________ > > FAQ, list archives, and subscription info: > > http://www.groupstudy.com/list/cisco.html > > Report misconduct and Nondisclosure violations to > [EMAIL PROTECTED] > > > ===== > Robert Padjen > > __________________________________________________ > Do You Yahoo!? > Get email at your own domain with Yahoo! Mail. > http://personal.mail.yahoo.com/ > > _________________________________ > FAQ, list archives, and subscription info: http://www.groupstudy.com/list/cisco.html > Report misconduct and Nondisclosure violations to [EMAIL PROTECTED] _________________________________ FAQ, list archives, and subscription info: http://www.groupstudy.com/list/cisco.html Report misconduct and Nondisclosure violations to [EMAIL PROTECTED]