Peter - here are the facts and figures re: CSCO. I'll email you re: my other stocks:
CISCO SYSTEMS 12/ 7/96
ZACKS ANALYST WATCH
MEAN HIGH LOW NUMBER MEAN CHG
EST LAST MNTH
($)
FISC YR END 7/98 2.74 2.89 2.49 25 0.01
FISC YR END 7/97 2.06 2.15 1.85 38 0.00
VS ACTUAL 7/96 1.37
QUARTER END 1/97 0.49 0.51 0.46 33 0.00
VS ACTUAL 1/96 0.31
QUARTER END 4/97 0.53 0.56 0.49 29 0.00
VS ACTUAL 4/96 0.37
NEXT 5 YR GRTH (%) 35.16 50.00 27.40 28 -0.06
ESTIMATES & ACTUALS ARE BOTH EPS BEFORE XTRAS & OTHER NRI'S
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Zacks analyst watch report: CSCO Page: 2
CISCO SYSTEMS 12/ 7/96
WALL STREET RECOMMENDATIONS
CSCO RANKED 10/ 52 IN COMP-NETWORKS IND RANKED 101/211
R R R
R R R
R R I R R R
I I I R R R
I I I I I I
N N N I I N
N N N N N N Z R
-------- -------- -------- -------- --------
STRONG MODERATE HOLD MODERATE STRONG
BUY BUY SELL SELL
N = NATIONAL RETAIL BROKER; I = INSTITUTIONAL BROKER
R = REGIONAL BROKERAGE FIRM;
Z = ZACKS INDICATOR RANKING (EPS FORECAST REVISION MODEL)
( + UPGRADE SINCE LAST WEEK; - DOWNGRADE )
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Zacks analyst watch report: CSCO Page: 3
CISCO SYSTEMS 12/ 7/96
COMPANY VS INDUSTRY
---------- EPS GROWTH RATES --------
P/E ON
LAST 5 YRS 97/96 98/97 NXT 5 97
ACTUAL (%) (%) (%) YRS(%) EPS
COMPANY 76.7 50.5 32.7 35.2 31.5
IND: COMP-NETWORKS 19.6 17.3 35.3 29.3 71.3
(T=298)
S & P 500 11.1 3.9 6.0 7.4 18.3
------------------------------------------------------------
COMPANY-INDUSTRY 57.1 33.2 -2.6 5.9 -39.7
COMPANY-S&P 65.6 46.6 26.7 27.7 13.2
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Zacks analyst watch report: CSCO Page: 4
DISTRIBUTION OF EPS ESTIMATES
HISTOGRAM AS OF 12/ 7/96
CISCO SYSTEMS
FY1 - 9707 FY2 - 9807
38 ESTS. 25 ESTS.
X
X
OX
XOXX O
XXXX X
XXXX X
O XXXX X XX
XX XXXXX X O X X XX X
X X XX XXXXX X X XXX XOX X XXXX
!-----!-----!-----!-----! !-----!-----!-----!-----!
1.84 1.94 2.04 2.14 2.24 2.49 2.64 2.79 2.94 3.09
"X" = EPS ESTIMATE ($) "O" = THREE MOST RECENT ESTS.
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Zacks analyst watch report: CSCO Page: 5
1/97 QTR: CISCO SYSTEMS 4/97 QTR:
EXP.REPT: 2/ 6/97 EXP.REPT: 5/ 9/97
XX OO OO OX
OXX XX XX XX
XXX XX XX XX
XXX XX XX XX
XXX XXX XXX XXX
XXXXX XXX X XXX XXX
!-----!-----!-----!-----! !-----!-----!-----!-----!
0.46 0.51 0.56 0.61 0.66 0.49 0.54 0.59 0.64 0.69
MEAN 0.49 (33) MEAN 0.53 (29)
MOST ACC 0.49 ( 3) MOST ACC 0.53 ( 3)
------------------------------------------------------------
QTR END % SURPRISE ACTUAL ESTIMATE STD DEV. # ANALYSTS
1/97 N/A N/A 0.49 0.01 33
10/96 3.26 0.47 0.46 0.01 33
7/96 1.86 0.41 0.40 0.02 32
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Zacks analyst watch report: CSCO Page: 6
CISCO SYSTEMS -NMS - 2.000 2/20/96 - 4086 EMPLOYEES
CISCO SYSTEMS, INC. DEVELOPS, MANUFACTURES, MARKETS AND SUPP
ORTS HIGH-PERFORMANCE, MULTIPROTOCOL INTERNETWORKING SYSTEMS
THAT LINK GEOGRAPHICA LLY DISPERSED LOCAL-AREA AND WIDE-ARE
A NETWORKS (LANS AND WANS) TO FORM A SINGLE,
YEAR EPS BEFORE XTRAS & NRI'S
-CUR- HI/LO 1ST 2ND 3RD 4TH YR( 7)
PRICE 65 68/ 32 98 0.61E 0.65E 0.70E 0.74E 2.74E
PRC/EPS 41 50/ 38 97 0.47 0.49E 0.53E 0.57E 2.06E
REL P/E 2.2 3.1/2.2 96 0.28 0.31 0.37 0.41 1.37
YLD 0.00 IAD NA SINCE 10/87
DEC SLS(MM$) NET(MM$) EPS-XNRI EPS-REP DIV/SH HIGH LOW
96 4096 913 1.37 1.37 NONE 68 42
95 1978 421 0.72 0.72 NONE 42 17
94 1243 314 0.60 0.60 NONE 18 11
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Zacks analyst watch report: CSCO Page: 7
OPERATIONAL ANALYSIS
SEGMENT INFORMATION
NOT PROVIDED
SHARES 676.1/OWNED BY 0.57% INSIDERS; 68.20% INSTITUTIONS
MORGRIDGE, JOHN P., 25.75%
VALENTINE, DONALD T. -CHAIRMAN -PAID $
COMPARISON OF 1994 AND 1995: NET SALES GREW FROM $1,243.0 MI
LLION IN 1994 TO $1,978.9 MILLION IN 1995. THE 59.2% INCREAS
E IN NET SALES DURING THE YEAR WAS PRIMARILY A RESULT OF INC
REASING UNIT SALES OF THE CISCO 7010, THE CISCO 7000, AND TH
E CISCO 2500 PRODUCT FAMILY, SALES OF NEW PRODUCTS INCLUDING
THE CISCO 4500, AS WELL AS THE INITIAL MARKET ACCEPTANCE OF
THE COMPANY'S HIGH-SPEED SWITCHING PRODUCTS. THE CONTINUED
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Zacks analyst watch report: CSCO Page: 8
OPERATIONAL ANALYSIS CONTINUED
SE INCREASES WERE PARTIALLY OFFSET BY DECREASING UNIT SALES
OF THE COMPANY'S OLDER PRODUCT LINES, COMPRISING THE AGS+ AS
WELL AS THE CISCO 2000 AND CISCO 3000 PRODUCT FAMILIES. SAL
ES TO INTERNATIONAL CUSTOMERS WERE 42.4% OF NET SALES IN 199
5 COMPARED WITH 41.9% IN 1994. THIS MODERATE INCREASE REFLEC
TS THE COMPANY'S CONTINUED EXPANSION INTO NEW GEOGRAPHIC MAR
KETS. GROSS MARGINS INCREASED F
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