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

To: Jean M. Gauthier who wrote (39549)	8/15/2000 8:09:38 PM
From: active22	Respond to of 77400

I hear your point well, sharing your disbelief with Dell. The four horsemen have changed I think. MSFT and DELL have been put out to pasture, CSCO jury is still out, INTC is a great company and stock. How 'bout SEBL, ADBE, SUNW, EMC, GE. Who needs the "OLD" horse and Men?

To: Jean M. Gauthier who wrote (39549)	8/15/2000 8:09:55 PM
From: telecomguy	Read Replies (3) \| Respond to of 77400

Jean, read some of my posts and you may see why lot of the institutions are treading carefully with CSCO these days........I may be biased but only because fundamentals tells me that I should be --- NT is going for dominance in the networking world and there is LOT of question mark as to whether CSCO can step up and compete with NT.

To: Jean M. Gauthier who wrote (39549)	8/16/2000 6:41:39 AM
From: JDN	Read Replies (1) \| Respond to of 77400

Dear Jean: OK, lets get SERIOUS!! Here is the situation as I see it with CSCO. The stock has currently reached a plateau. (thats a high flat space) 1. Its at an extremely high PE and needs to have its earnings grow into the PE ratio a little. No big deal, we sit here and rest awhile as they continue on with their growth in excess of 50% a year bringing the PE ratio on operating earnings down probably to 85 or so by the end of the year. 2. Lets face it, Optical Networking is the future. While CSCO has a presence in it now they have not clearly articulated to the street JUST how they intend to become a dominate player (#1 or #2) in this market. Now, do you blame them? No way do I want the to tell the competition how they are going to accomplish this feat. BUT, I have NO DOUBT they will!! So, the bottom line is this: Once the above two steps are accomplished CSCO stock price will again shoot up as before. However, in the interim I personally do not expect more than a 20-30% annual gain in the stock price. JDN