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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: Technician who wrote (36124)	5/22/2000 7:08:00 PM
From: Techplayer	Read Replies (1) of 77400

technician, It is interesting to see that bears (as you appear to be) like to base a companies value on a PE based on last years numbers while Wall Street and the Bulls look to next the next several quarters of expectations to determine valuations. CSCO has never (or at least for several years) traded at a PEG of 1. The company has a history of performance that can be counted on by those that invest in the company and has been rewarded with a higher multiple. What would you say a fair value for KO would be? It is trading at a multiple of 40X last 4 quarters earnings and 29X next years, despite a choppy past and an estimated growth rate of 21% which is unlikely to be exceeded. I would believe that most investors will find CSCO to be a more attractive investment at present levels at a PEG of 2 than one of 1.35 for a company like KO. Of course, since sentiment is weak right now, the techs will likely remain weak until the Fed let's it be known where rates will end up. tp

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