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

To: The Phoenix who wrote (45553)	12/30/2000 4:27:25 PM
From: bambs	Read Replies (1) \| Respond to of 77400

Your numbers don't make any sense... CSCO has been growing actual earnings at 28.8% of late according to SI. 11 cents 8 cents 11 cents 11 cents... over the last 4 quarters. With the dilution and charges being taken I don't think we will see the 78 cents actual earnings you call for. Going forward from just next year, it should be noted that actual earnings have been growing only half as fast as revenue. I think we will find out the hard way that revenue won't grow as fast as you expect and earnings growth will slow even more over the next 5 years. Margins will come down as competition increases in a sector where growth is slowing and will likely slow even more the following year,(2002) as credit problems get worse. The whole sector has been over capitalized and will be in for rough times in the coming years. I will stick with my 2010 target of 10% growth in revenue and earnings, p/e 15, outstanding shares 10+ billion, revenue under 100 billion, earnings under 10 billion and a share price under $15. Bambs