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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: Dr. Bob who wrote (12169)	2/4/1998 11:35:00 AM
From: craig crawford	Read Replies (2) of 77400

<< The predictions of 30%/year growth were made several times in the course of those discussions, and I haven't seen any of those folks backtracking since, so I think it continues to be a reasonable estimate >> The people you are referring to might not have backtracked, but C$CO hasn't grown 30% in the last few quarters. Neither has the networking industry. C$CO had sales and EPS gains of only 26 1/2% this last quarter. How is that 30%? C$CO is going to have to grow 35% on average for the next two quarters just to attain the goal of 30% that you are referring to. If you look at the chart I made outlining C$CO's EPS growth of the last 5 quarters you will see that they are heading in the wrong direction. << What's yours? >> I honestly don't have a specific figure. I just don't think C$CO will achieve 30% EPS growth in 1998, and I believe that it is fully valued even if they do.

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