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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.39

+1.3%

Nov 19 3:59 PM EST

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To: Brian Malloy who wrote (12211)	2/4/1998 2:21:00 PM
From: Imran	Read Replies (2) of 77400

"With all that lies ahead of CSCO and this industry - I think that over an "appropriate" time frame CSCO will grow at sustained rates of 30%+ If all you can focus on is your charts and the last five quarters then you are missing the strengths of this company." If a company is small then high growth rates are very easy to achieve, when a company is as large as Cisco maintaining high growth rates become impossible without high MARKET growth rates. Chambers yesterday forecast 30-50% growth rate, last year it was 40-70%. Next year it will be lower. Meanwhile companies like Lucent, Ascend and COMS are getting their houses in order. Also you have potential competitors like Compaq and IBM who might start getting into the arena. What this will do is cut into CSCO's profit margins. With this in mind I believe CSCO is fully valued at current levels.

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