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Technology Stocks : Cascade Communications (CSCC)
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To: Surfer who wrote (1822)1/24/1997 7:08:00 PM
From: Steve Wiz   of 3743
 
Surfer,

During the conference call, CSCC said that earnings would slow to
between 30%-50% going forward. So, the best case scenerio has them growing 50%. With your projected EPS growth rate of 49%, they are fairly valued right now. If their growth matches the worse case scenerio CSCC is still overvalued right now by a wide margin.

The networking companies while small could grow at super normal growth rates with an increasing pie. But now networkers are larger and must enter new sub-segments of the networking business, thus encroaching on each other's business. It's all about one-stop-shopping. Cascade has
been growing on only a few products. Cisco and 3com have more diversified offerings. Shiva suffered the same fate. Cascade is not Shiva, but the same concept.

THE WIZ

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