To: jach who wrote (34) | 2/4/1999 2:32:00 AM | From: jach | | |
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 |
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To: jach who wrote (38) | 2/20/1999 1:08:00 PM | From: jach | | |
amzn and csco down and the creators of this thread are gone too. So, jach himself has to take care of the records. Message 7909237 |
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