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.

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

To: Peter Joseph who wrote (66792)	1/2/2005 10:42:13 PM
From: RetiredNow	Respond to of 77397

Hi Peter, most of the portfolio managers have said that small and mid cap companies, including techs in those categories, have seen huge runups in the last couple of years. Most are saying that starting in 2005, we should see large caps, including techs like Cisco, catch up. That's because large cap growth companies are seen as being very cheap relative to the rest of the market. So portfolio managers will be taking profits on small and mid cap and rotating to large cap, until equilibrium is reached. 2005 will be a good year for Cisco's stock price, especially if they announce and end to the lavish stock options grants. It wouldn't surprise me to see Cisco reach $30 in 2005. Anyway, here's my official guess for 12.31.2005. I think Cisco will be at $28 at the end of this year.

To: Peter Joseph who wrote (66792)	1/3/2005 10:29:56 AM
From: Kirk ©	Respond to of 77397

RE: Ticker, Revenues PE Market Cap (ttm,$B) (trailing) ($B) CSCO, 22.92 26 127 EBAY, 2.98, 110 77 GOOG, 2.67, 231 53 YHOO, 3.16, 100 52 Now tell me, which one would you rather buy? None. I own the top four on the list below and none on your list. Ticker, Revenues PE Market Cap Forward Dividend (ttm,$B) (trailing) ($B) PE LRCX 1.2 24 3.9 15 CACS 0.10 86 0.4 33 PFE 51.8 23 204 13 2.8% GE 145.62 24 389 20 2.4% CSCO, 22.92 26 127 19 EBAY, 2.98, 110 77 GOOG, 2.67, 231 53 YHOO, 3.16, 100 52 I should show growth rates and PEGs... My guesses are: >>CACS will grow 20% a quarter... and >>LRCX will double its price in the next 2 years. >>GE is up 18% since I bought last year and should beat bonds going forward for yeild for me. >>PFE I bought at $25 on the Viox scare. Nice 7% gain already plus a dividend in a company that will grow making drugs to keep me alive longer with a higher quality of life. Once a stock has a $100M market cap.... not paying dividends but using the $ to enrich insiders is nearly criminal... but there are no laws against what they do since it is fully disclosed.