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


To: Stock Farmer who wrote (44856)12/18/2000 8:39:54 PM
From: bambs  Respond to of 77400
 
Beautiful John,

I bet, best case scenario, in about 7-8 years CSCO will have about 100 Billion in revenue, only 10 Billion in actual earnings. I bet the growth rate will reduced to around the growth rate of the economy and margins will be stable around 8-10%. The market will give CSCO a p/e of about 15 with about 10 billion shares outstanding, that will give a market cap of 150 billion and a share price of $15. I think this is a very likely out come. More likely then any predictions you will ever hear from analysts like Abby J. I bet I will be close.

Bambs



To: Stock Farmer who wrote (44856)12/18/2000 8:44:19 PM
From: Monty Lenard  Respond to of 77400
 
Shhhhh. You are telling all the secrets. :-)

Monty



To: Stock Farmer who wrote (44856)12/18/2000 9:10:32 PM
From: michael97123  Read Replies (1) | Respond to of 77400
 
When you were in the market did you ever own csco? If so, weren't those treasury ratios you mention even more exaggerated during that period. I am getting the feeling that you always have and will always continue to believe a company like csco overvalued. Am I wrong about that?