Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.96

+0.3%

Jan 28 3:59 PM EST

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To: Jacob S. Rosenberg who wrote ()	4/20/2000 12:44:00 PM
From: bambs	Read Replies (2) of 77400

I challenge the longs here to try mapping out a forecast of CSCO's future revenue and earnings. Just take some ball park guesses of the numbers for the next 10-15 years. When do you think the stock will come into line with reality? What year do think that CSCO will be considered a mature company? When, if ever, will it be valued at the multiples of an IBM? Or for that matter a G/E? How do you see this transition taking place? Don't you agree that when it appears that this transition is begining the stock will first trade flat, then slowly fall to come into line? The revenue and earnings will never come up to meet the stock! The stock will go down in the future to meet the fundementals! I think this transition time is begining now. Fundementals are finally beginning to matter! I challenge the longs of this board to lay out a realistic forcast future revenue and growth that justifies this market cap. You will notice that this is never done by analysts. They price these "growth stocks" based on what they think people will pay. The days of compairing a stock to other overvalued stocks to justify it's price are coming to an end. Bambs

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