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

To: Lynn who wrote (74411)	11/6/2007 5:51:32 PM
From: Eric	Respond to of 77398

Lynn, A very good point.

To: Lynn who wrote (74411)	11/7/2007 2:11:46 PM
From: Sonki	Read Replies (2) \| Respond to of 77398

Lynn, cowen ahead of earning rates csco neutral. Initiating Cisco Systems At Neutral; Shares Fairly Valued - Cowen Comments (RTTNews) - Wednesday, Cowen initiated coverage of Cisco Systems, Inc. (CSCO) stock with a Neutral rating. The brokerage established its 2008 EPS estimate of $1.54, and its 2009 estimate of $1.70. lynn, thx. for the avrg of thread target. csco bouncing nicely off the S2 support filling yesterday's gap. Maybe we can discuss OT here and create a csco news only thread. As many times i put info i find here just for my future ref. I think there is dell news only thread where discussions dont take place just info. =============== details below -------- Although analyst John Anthony believes that Cisco will expand its share of the global communications and networking infrastructure markets over the long term, he is concerned that its ability to grow in the near-term will be challenged by a broad slowing of demand and intensifying competition. Given these dynamics and given the lofty expectations surrounding Cisco's near-term prospects, the analyst believes that it is prudent for investors to remain on the sidelines until a clearer picture of end-demand emerges. Although the analyst count ourselves among the consensus that expects Cisco to report solid October-quarter results, he has encountered evidence throughout the supply chain that suggests Cisco is experiencing a broad slowing of demand. As such, the analyst's estimates are slightly below consensus expectations for this year and next. The analyst said that Cisco has a well-established track record of soundly beating its competitors. Having said this, the analyst believes that the competitive landscape will become more challenging for Cisco next year, as Juniper steps up its efforts in the enterprise arena and as other companies pursue the networking infrastructure markets. The analyst believes shares of Cisco are fairly valued. Based on discounted cash flow analysis, the analyst concludes that Cisco's shares are trading within 5.0% of his discounted cash flow valuation range. Thus, the analyst feels that they are fairly valued and he has assigned a Neutral rating. Currently, the stock is down $0.50 or 1.47% and trading at $33.58.