Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: kvkkc1 who wrote (42375)	11/6/2000 1:27:31 PM
From: GVTucker	Read Replies (2) of 77398

kvkkc1, RE: Look, give me one good reason that CSCO should trade at a lower PEG than GE. Because GE's earnings into the future are more predictable than CSCO's. CSCO is in a single industry. Although it is booming now, if spending in that business slows down, CSCO will be affected. GE has a large number of businesses, many of them countercyclical. We have already seen that even though there is weaknesses in one of the businesses, that doesn't affect the earnings growth. And the number 1 driver in PEG is predictability of earnings. There you go, there's one good reason.

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