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

To: Howard Feinstein who wrote (34354)	4/25/2000 11:07:00 AM
From: JDN	Respond to of 77400

Dear Howard: CSCO will meet or beat by a penny or two the street consensus and issue another blowout CC. IMHO of course. JDN

To: Howard Feinstein who wrote (34354)	4/25/2000 12:13:00 PM
From: Jay Couch	Read Replies (2) \| Respond to of 77400

Howard, I think the stability and consistency of CSCO's earnings will be a very big positive on the Street. I don't expect more than 0.01 over estimates, but I expect that that is exactly what all the analysts are expecting (plus good forward guidance). If Cisco were going to have a blowout quarter, they would probably pre-announce it. That sort of thing doesn't come as a surprise to Larry Carter. Jay

To: Howard Feinstein who wrote (34354)	4/25/2000 1:40:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 77400

>> the Street seems to be punishing everybody no matter what the earnings are! That is a very scary situation, seeing that CSCO has been beaten up pretty good already. Cisco has only been "beat up" if you use a very short term baseline. In reality, it is up +18.7% ytd. As another respondent pointed out, predictability (low volatility) is one of the reasons the Street is willing to award Cisco such a high multiple. In addition, their predictability leads to extremely low premiums on their LEAPS, which are an excellent way to leverage their returns. I think/hope Mr. Market will be over his bitchy stance by May, and will be in a mood to reward Cisco's consistency in earnings and (my guess) acceleration in top line growth. jmho, uf