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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.50

-0.2%

12:38 PM EST

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To: The Phoenix who wrote (34236)	4/20/2000 3:00:00 PM
From: bambs	Read Replies (1) of 77400

I figured I would get some joke responses to match the CSCO market cap. Gary...come now...You can't really expect that CSCO will continue 40%-50% revenue growth year over year for the next 5-10 years!?!?!? When do you think see things slowing down? As competition continues to increase in every market sector that CSCO is in and will be in, you can expect to see declining profit margins. I doubt that you will see a 50% growth in sales result in a 40% growth in earning for CSCO. The other thing to consider how difficult it will be for CSCO to go from 50 billion revenue to even 70 billion revenue. That 40% increase will not be done in a year...You through around the percentage growth numbers like it's a given. Think how many years it took CSCO to get over 10 billion revenue. You figure that now that they have some steam built up they can just pull a new 20 billion in sales out of a hat in one year and maintain the same profit margin. Give me a break! Look at companies like INTC. P/E of 50. Now..I think over valued. Now that they have close to 30 billion a year in revenue they could only manage a 12% growth rate last year. A year where just about everybody got a new computer because of Y2k concerns and Y2k tax breaks. Even though chips are going in to every damn thing in your home I think that we will see continued slowing of the growth rate of INTC and the stock will struggle in the future. Once a company gets to 30 billion in sales it's a different ball game to get the big growth. Also, just like AMD hurting INTC's bottom line CSCO will have it's competitors that hurt their bottom line. Bambs

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