Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

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)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Shafik Habal who wrote (28050)	8/31/1999 11:01:00 PM
From: 16yearcycle	Read Replies (1) of 77397

For a a guy with some good ideas, Jubak regularly does crazy evaluations like this: "In the recently concluded June quarter, revenue at Lucent grew by 22% from the same period a year earlier. Not too shabby. But Cisco's revenue grew by 48% in its most-recent quarter." If we look over a 3 year time frame, Lu has been growing rev's at about 12% per year. The first q comparison for Lu was only about 10%, so I dumped it. If you look at last year, Lu's revenue growth was awful. But the market drove Lu's price up and the market was right: Lu's growth has accelerated. But Csco has averaged 3x the growth. Since it's roe is much, much higher, for the obvious reason that Lu is selling lots of low margin phone equipment, CSCO deserves a much higher multiple than Lu. I suspect that eventually they both may pass MSFT as the most valuable companies in the world so it would be hard to go wrong.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next