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Technology Stocks : CSCO, COMS, BAY

CSCO 74.45

+1.8%

9:30 AM EST

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To: Nathan L. who wrote (92)	6/17/1996 8:09:00 PM
From: Harry Landsiedel	of 135

I agree with you on CS (your #92). It has the best numbers on value (PE/Anticipated Growth rate) in the networking business. It's the only hi-tech company with numbers that come close to my biggest holding, INTC. I use Value Line for back data and the things I like about CS are: ROE (28%), Net Profit Margin (20%), and growth rate (24%) vs. first Call (25%). I agree with you on the management, which impresses me. But the most impressive number for me was earnings predictability (95), which is higher than CSCO (65) and INTC (65). All the recent PR is good on their new products. Their recent two purchases may be holding the price down because people may be concerned about earnings dilution. But after INTC, CS is my recommendation for the next best value/long term hold in the hi-tech area. There is a nice write-up on networking and CS in the Motley Fool column on AOL if you're interested. I also agree with your post on INTC. Your analogy to Coca Cola is a good one. What would KO's PE be if there was no Pepsi? That's INTC's situation. Harry L

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