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

To: Joe S Pack who wrote (56804)	1/19/2002 10:16:47 AM
From: Dave	Read Replies (1) \| Respond to of 77400

Nat, While there is a great debate regarind Price to Earnings and PEG ratios when compared to DCF analysis, this is something to consider... * Growth ~ 20%. Srikanth believes that Cisco can grow 20% top line from a combination of its core business, new emerging markets like wireless LAN, SAN etc. and increased penetration of the carrier space. * Valuation - $25 per share. Srikanth argues that Cisco should reap the benefit of a market recovery earlier than any other large communications equipment vendor. Based on a recovery scenario, he believes the stock can trade at 50x's CY03E EPS of $0.50 leading to a price target of $25.