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Technology Stocks : Cascade Communications (CSCC)

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To: Bull-like who wrote (1640)	1/15/1997 10:01:00 PM
From: Tera Bit	of 3743

Bull, don't worry about it. If they only hit their number of .23/share, that gives them .72 for the year and puts trailing PE of ~73. Consensus estimates for 97 are $1.12. That works to 55% year over year growth. If the share price appreciates the same, you have a stock price of ~$82 by year end. Let me be clear, the above is the most conservative scenario I can invision. I believe the company will beat earnings for Q496. Insiders have not sold since late November. IMO, if this quarter were going to come in at, or below expectations, they would have sold in Dec/Jan. They have not. I do not believe current earnings models take into account the Arris or Sahara product lines. I expect they will add to earnings/revenue in a meaningful way in 97. These products at least double CSCC's opportunity. I think IP Navigator is much more significant than people know. It is a high margin, easy sell product. CSCC is the only company in the world that can provide end-to-end QoS accross a carrier internet. They are winning the telco/ISP data build out race (along w/ASND). No one can stop them. CSCO can only hope to contain them. Cheers, Daniel

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