Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (14136)	8/8/2001 9:53:48 AM
From: TechTrader42	Respond to of 52237

This is from briefing.com, Chris: "Cisco is currently trading at 75 times FY02 (July) earnings. That's a fair price to pay for a company looking at 30-50% long-term revenue growth. That's outrageously expensive for a company looking at 15% top-line growth. Cisco might trade up or down on its Oct qtr guidance, but for long-term investors, listen to Chambers' discussion of the 30-50% revenue growth target. He is already losing credibility in keeping to that target; what remains to be seen is how the market will react if, or more accurately when, he finally backs away from it."