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To: Kenneth E. Phillipps who wrote (4457)1/26/2000 6:56:00 PM
From: Mr.Fun  Read Replies (1) | Respond to of 14638
 
Current price = $99 US
Current consensus 2000 EPS = $1.26 US
Current P/E (forward) = 78.6
Expected Sales growth 2000 = 21%
Expected EPS growth = 23%

Cisco P/E = 94.7
Expected sales growth = 38%
Expected EPS growth 31%

LU P/E = 37.2
Expected sales growth = 17% (probably higher going forward w/ easy 1Q compare)
Expected EPS growth 23%

NOK P/E = 78.2
Expected sales growth = 40%
Expected EPS growth 30%



To: Kenneth E. Phillipps who wrote (4457)1/26/2000 7:48:00 PM
From: SJS  Read Replies (1) | Respond to of 14638
 
And LU was right up there too, before it got busted down due to missing it's numbers. LU was near 80 last year, and more recently., 70.



To: Kenneth E. Phillipps who wrote (4457)1/27/2000 12:14:00 AM
From: jack bittner  Read Replies (1) | Respond to of 14638
 
Kenneth, i don't follow your figures. if Mr. Fun has it right - and he simply interpolated what Mr. Roth indicated: earnings increasing somewhat greater than the 21% year 2000 revenue growth, so say 122-123% x 1.04 year 99 eps = 1.28 for 2000. if that's correct, how do you get to 67 x 2000 eps? that'd put the current price at 85 3/4.
one of Mr. F's premises: $1.04 eps for 99, i am just taking from him. maybe that's the discrepancy.