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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Howard Bennett who wrote (27975)	8/27/1999 12:59:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77397

Hey Howard, I wonder what portfolio manager will be the first to "fall out of love" with it? As long as the analysts, one after the other, continue to say Cisco is the safer way to play the Internet, because the non-safe companies like Amazon have no earnings on the horizon, I don't think any will have the guts to be the first to step up and say that. To me, this will be especially true as long as Cisco continues to gain share against the competition, which I keep hearing they are in a lot of areas. MHO or course. Tony

To: Howard Bennett who wrote (27975)	8/27/1999 1:43:00 PM
From: Brian P.	Read Replies (1) \| Respond to of 77397

<<P/E based on year 2000 earnings is 93>> What has been the historical range for this number over the past five or ten years? Thank you.

To: Howard Bennett who wrote (27975)	8/27/1999 2:15:00 PM
From: Zoltan!	Read Replies (2) \| Respond to of 77397

>>Don't we just love our CSCO! P/E based on year 2000 earnings is 93 EPS growth rate for year 2000 is 27.9% PEG ratio 3.22 (a tad high given all the competition CSCO is facing) I wonder what portfolio manager will be the first to "fall out of love" with it? Winners: Who's on 1st - To: +JC Reddy (25329 ) From: +Howard Bennett Tuesday, May 11 1999 5:17PM ET Reply # of 27980 44% revenue growth, 26.7% EPS growth, 133 trailing P/E, PEG of 2.81 Sounds like CSCO is terribly inefficient (I know that they are from several people I know there). Their IS budget is larger than their R&D budget (and growing). This puppy is going to crack soon. Message 9471088 Who's cracked? - To: +Drake (25346 ) From: +Howard Bennett Tuesday, May 11 1999 5:28PM ET Reply # of 27980 Don't get me wrong. I'm long. But I'm a concerned long. Message 9471289 Long cracked? - >>To: +Howard Feinstein (25577 ) From: +Howard Bennett Wednesday, May 12 1999 9:30PM ET Reply # of 27980 A lot of people are in Love with CSCO (big investing mistake) But hey....let them. If they like paying a lot for a dollars worth of earnings (and you gotta love that 27% EPS growth and 113 P/E) -- let em. Lemmings. Message 9500846 A dancing lemming long cracked? - To: +Jack Barker (25592 ) From: +Howard Bennett Wednesday, May 12 1999 11:46PM ET Reply # of 27980 Hey JB I've live and work in Silicon Valley. ok cha cha? Many of my friends live and work at CSCO -- ok cha cha? I don't require a lecture about successes. Message 9502898 Yeah, we know, because you see them every day. cha cha cha