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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: The Phoenix who wrote (35816)	5/19/2000 11:24:00 AM
From: Mr.Fun	Read Replies (1) of 77397

Gary, Here is how institutional investors are looking at Cisco's valuation: Current price of $52 = 85times CY00 consensus EPS 81 times consensus + 3 cents PE on 5/19/99 = 69 times CY99 consensus PE on 5/19/98 = 40 times CY98 consensus Expected revenue growth = 30-50% as per company guidance Expected EPS growth = 25-45% as per company guidance Realistic Discounted Cashflow Value = $30-40 Look, things may change, but it feels like we are returning to a market where things like earnings acceleration and upside EPS surprises matter again. Big funds are using every upside pop in the stock to unload big overweighted positions. There will be alot of pressure in the absence of a big positive surprise and continued strong Cisco performance is no surprise.

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