SI
SI
discoversearch

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 71.06-1.5%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bambs who wrote (35815)5/19/2000 10:15:00 AM
From: The Phoenix  Read Replies (5) of 77397
 
Since we're all so focused on valuation.. Just a data point.

We are now trading at about 100 times trailing earnings
We are trading at 77 times next years est. earnings
We are trading at 72 times next years probable earnings (given Cisco's ability to beat by a penny)
We are trading at 64 times next years earnings if one assumes 40% earnings growth (current growth is higher)
We are trading at 46 times 2002 projected earnings.

Revenue growth and earnings growth at 45%-55% projected going forward... I'd still think this is a buy... market dynamics notwithstanding.

Isn't options expy a wonderful thing.. sheesh! I didn't expect this given max pain point... I'm truly amazed and humbled by the lack of resilience.

OG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext