Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

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 76.28

-0.8%

3:18 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric who wrote (67001)	2/9/2005 7:15:50 PM
From: Amy J	Read Replies (2) of 77400

Eric, if revenue is 12% and assuming they are able to achieve this for 5 years with a peg of 1.5, loosely assume 15% profit + 5% buy back = 20%, * 1.5 = 30, pe * eps $.79 = ~$23. The current stock price appears to be assuming dilution & no buy back or a peg lower than 1.5. WS appears to be negative on hightech but after the dotcom crash, who can blame them. Some performance numbers on other industry sectors (click performance): Bush's buddies: Defense 10-year annual return 17.21% personal.fidelity.com Select Natural Gas Portfolio 1 Year 44.26% personal.fidelity.com I remember back when Natural Gas (or was it the Energy fund) had a dismal 10-year annual return around 3% to 5% (back when inflation was higher than today too.) It's current 10 year return is 15.20%. But I would not bet on past performance. personal.fidelity.com Greenspan's buddies: personal.fidelity.com Given what t2 said about the lack of inflow last year and tech being out of favor, probably means the mo-mos aren't in this to the degree they were in csco previously, which would suit me fine. Rather see the stock go up due to results than due to mo-mos. Regards, Amy J

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next