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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.07

-1.4%

3:59 PM EST

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To: renard fox who wrote (52541)	5/8/2001 8:18:26 PM
From: Stock Farmer	Read Replies (3) of 77397

Reynard - you won't get an answer, because you are right. It is very difficult for weasles to attack facts. Like this. Chambers said Gross Margins will be in low 50% (like, where they are). That Revenue will be down 10% sequentially. That 30% growth forwards is possible. Cost basis for SG&A, Marketing & R&D unlikely to change from pro-forma view except to go up unless they do more layoffs... so we can construct forward earnings! 0.03 + 0.03 + 0.04 + 0.05 = 0.15 pro-forma EPS one year out., You will note that my figures are showing earnings growth in excess of 30% annually. Please. Allow me to be generous. Next we assume a certain amount of BSE infects the herd again and CSCO deserves a forward PE of a hundred or so. Which would give us a very bubblicious bullishly delicious 100 x $0.15 = $15.00 per share. Oh, geez... we're ahead of that? Hmmm... John.

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