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Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (34190)	10/31/1997 7:25:00 PM
From: Sonki	Read Replies (1) \| Respond to of 58324

offtopic : csco judy it took me a little while to covert this to text... but here it is. it's a made up name...nick name. not a real name. email: davefmly@aimnet.com if u need more info. ===================================================== Headline: Cisco Systems:Focus Names In Data Networking/Telecom Equip,Reit 1/Buy Author: Tim Luke 1(212)526-4993 Rating: 1 Company: CSCO Country: COM CUS Industry: TELECM Ticker : CSCO Rank(Prev): 1-Buy Rank(Curr): 1-Buy Price : $80 52wk Range: $85-45 Price Target: $70 Today's Date : 10/29/97 Fiscal Year : JUL ------------------------------------------------------------------------------ EPS 1997 1998 1999 - - QTR. Actual Prev. Curr. Prev. Curr. Prev. Curr. 1st: 0.47A 0.59E 0.59E - -E - -E - - 2nd: 0.51A 0.64E 0.64E - -E - -E - - 3rd: 0.52A 0.68E 0.68E - -E - -E - - 4th: 0.55A 0.71E 0.71E - -E - -E - - ------------------------------------------------------------------------------ Year:$ 2.05A $ 2.63E $ 2.63E $ - -E $ 3.26E $ - $ - Street Est.: $ 2.60E $ 2.61E $ 3.23E $ 3.24E $ - - $ - - ------------------------------------------------------------------------------ Price (As of 10/27): $72 7/8 Revenue (1997): 6.4 Bil. Return On Equity (97): 39.8 % Proj. 5yr EPS Grth: 44.0 % Shares Outstanding: 695.5 Mil. Dividend Yield: N/A Mkt Capitalization: 50.69 Bil. P/E 1998; 1999 : 27.7 X; N/A Current Book Value: $6.17 /sh Convertible: None Debt-to-Capital: 0.0 % Disclosure(s): C ------------------------------------------------------------------------------ * Recent volatility has provided an opportunity to highlight Cisco Systems as a core investment in the high growth data networking arena. Looking into year end CY97, believe Cisco is poised to benefit from strong seasonal forces & powerful new product cycle. * Following a challenging FY97, we believe Cisco is likely to report solid 1Q98 results on Tuesday Nov 4th that are likely to be in line with our revenue estimate of $1.87 Billion with earnings estimated at $0.59 versus consensus of $0.58. * Believe management likely to sound positive on prospects for 2H98 during conference call & may use upcoming Annual Analyst Meeting Nov 6-7th to underline strength of new product flow & market share gains in key markets such as remote access and switching. * New products spearheaded by newly released core GSR router, which should revitalise growth in overall routing sales, and the AS5300 Access Concentrator may lead to accelerating sequential growth rates after more modest 2H97. * While Japan (estimated 9-10% FY97 bookings) & Asia-Pac (3-5%) may remain weak, Europe (28%, 4Q97 bookings) and Latin America may be showing promising trends. Introduce FY99 estimate of $3.26, Reiterate 1-Buy rating & price target $90-95. ------------------------------------------------------------------------------ Stock Opinion; Positive Outlook For FY98 Our revenue and earnings estimates for Cisco Systems for FY98 are $8.45 Billion (an increase of approximately 31%) and $2.63 with an initial range of $2.80 to $2.90 in calendar 1998. Our positive rating is based on our view that core demand for data networking solutions is likely to continue to expand rapidly as traffic levels surge and as corporate intranets and extranets are built out. We consider Cisco should benefit from both the breadth of the solutions it can offer and from the growing movement towards the selection of a single networking vendor. In addition to its leadership in the enterprise market where Cisco continues to enhance its No.1 position in switching building of the success of the Catalyst 5500, Cisco may now also be poised extend its market share in the fast growing telco carrier and Wide Area Networking arena as a new generation of products is released including both the GSR and the AS3500 access concentrator. With respect to international Headline: Cisco Systems:Focus Names In Data Networking/Telecom Equip,Reit 1/Buy Author: Tim Luke 1(212)526-4993 Rating: 1 Company: CSCO Country: COM CUS Industry: TELECM Ticker : CSCO Rank(Prev): 1-Buy Rank(Curr): 1-Buy Price : $80 52wk Range: $85-45 Price Target: $70 Today's Date : 10/29/97 Fiscal Year : JUL ------------------------------------------------------------------------------ EPS 1997 1998 1999 - - QTR. Actual Prev. Curr. Prev. Curr. Prev. Curr. 1st: 0.47A 0.59E 0.59E - -E - -E - - 2nd: 0.51A 0.64E 0.64E - -E - -E - - 3rd: 0.52A 0.68E 0.68E - -E - -E - - 4th: 0.55A 0.71E 0.71E - -E - -E - - ------------------------------------------------------------------------------ Year:$ 2.05A $ 2.63E $ 2.63E $ - -E $ 3.26E $ - $ - Street Est.: $ 2.60E $ 2.61E $ 3.23E $ 3.24E $ - - $ - - ------------------------------------------------------------------------------ Price (As of 10/27): $72 7/8 Revenue (1997): 6.4 Bil. Return On Equity (97): 39.8 % Proj. 5yr EPS Grth: 44.0 % Shares Outstanding: 695.5 Mil. Dividend Yield: N/A Mkt Capitalization: 50.69 Bil. P/E 1998; 1999 : 27.7 X; N/A Current Book Value: $6.17 /sh Convertible: None Debt-to-Capital: 0.0 % Disclosure(s): C ------------------------------------------------------------------------------ * Recent volatility has provided an opportunity to highlight Cisco Systems as a core investment in the high growth data networking arena. Looking into year end CY97, believe Cisco is poised to benefit from strong seasonal forces & powerful new product cycle. * Following a challenging FY97, we believe Cisco is likely to report solid 1Q98 results on Tuesday Nov 4th that are likely to be in line with our revenue estimate of $1.87 Billion with earnings estimated at $0.59 versus consensus of $0.58. * Believe management likely to sound positive on prospects for 2H98 during conference call & may use upcoming Annual Analyst Meeting Nov 6-7th to underline strength of new product flow & market share gains in key markets such as remote access and switching. * New products spearheaded by newly released core GSR router, which should revitalise growth in overall routing sales, and the AS5300 Access Concentrator may lead to accelerating sequential growth rates after more modest 2H97. * While Japan (estimated 9-10% FY97 bookings) & Asia-Pac (3-5%) may remain weak, Europe (28%, 4Q97 bookings) and Latin America may be showing promising trends. Introduce FY99 estimate of $3.26, Reiterate 1-Buy rating & price target $90-95. ------------------------------------------------------------------------------