SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: Diamond Jim who wrote (8616)7/15/1999 10:22:00 AM
From: Techplayer  Read Replies (1) | Respond to of 21876
 
Diamond,

Based on next year's estimates, which is the basis for valuation on these guys, CSCO has a PE of 70.5 or so based on consensus estimates and 68.4 on the high estimate of .95/share. LU has a PE of 52 based on consensus estimates and 49 on the high estimate. Earnings consensus growth for CSCO is estimated at 24.17% and LU is 22.06%. I also believe, given guidance history, that LU has a greater upside potential for beating estimates quarter to quarter. All of this leads me to believe that CSCO has an astronomical PE.

Brian