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

To: Marc Schiler who wrote (9991)	11/2/1997 12:12:00 AM
From: Lost in New York	Respond to of 77400

Marc, Could be because the 97 to 98 growth rate is 13% based on First call estimates and the median 5 year growth rate is 20%. The tiny dividened (0.16%) probably won't affect anything. Dave Sorry if the font comes out tiny. FIRST CALL EARNINGS ESTIMATES INTC Intel Corp. 10/28/97 Industry: Semiconductr SIC: 3674 Latest Price: $74.75 1997 P/E: 19.6 Analyst Recommendation: 2.0 QTR QTR FY FY Dec 97 Mar 98 Dec 97 Dec 98 --- --- -- -- CURRENT MEAN EPS 0.92 0.96 3.82 4.30 Number of Brokers 31 22 32 32 Median 0.90 0.96 3.80 4.31 Standard Deviation 0.07 0.05 0.08 0.38 Current High 1.16 1.06 4.09 5.02 Current Low 0.80 0.89 3.70 3.50 Year Ago EPS 1.07A 1.10A 2.91A 3.82 Current vs. Year Ago Change -14% -13% 31% 13% Report Date wk/Jan 12 wk/Apr 14 wk/Jan 12 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 1 0 1 0 Down Revisions last 7 days 1 0 1 1 Down Revisions last 30 days 26 18 28 25 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.92 0.96 3.82 4.30 7-days ago Mean 0.92 0.96 3.82 4.31 30-days ago Mean 1.06 1.08 3.99 4.71 60-days ago Mean 1.05 1.08 3.98 4.72 90-days ago Mean 1.05 1.09 3.99 4.76 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 31.22 33.29 123.59 149.00 Current vs. Year Ago Change 6% 3% 37% 21% Sector - TECHNOLOGY 10.87 9.73 36.57 45.75 Current vs. Year Ago Change 15% 16% 21% 25% WSJ/DJ US Index 11.54 11.12 43.08 49.38 Current vs. Year Ago Change 12% 12% 13% 15% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1997 Cal Yr Mean 19.6 20.54 23.82 19.39 PEG on 1997 Cal Yr Mean 0.98 1.07 1.36 1.59 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.0 Next 5 yrs - Median 20% Number of Brokers 30 Number of Brokers 9 Industry Recommendation: 2.0 Industry Growth Rate: 19% 7-days ago Mean 2.0 Next 5 yrs - High 30% 30-days ago Mean 2.0 Next 5 yrs - Low 17% 60-days ago Mean 2.0 Last 5 Years 35% 90-days ago Mean 2.0 Diff. from Industry +0.0 Rel. to Industry 1.0 Diff. from Sector +0.0 Rel. to Sector 1.1 Diff. from WSJ/DJ US +0.2 Rel. to WSJ/DJ US 1.6 Transmitted: 10/28/97 08:17 (E_INTC)

To: Marc Schiler who wrote (9991)	11/2/1997 1:54:00 AM
From: Sonki	Read Replies (1) \| Respond to of 77400

correct pe for each stock is different and also differs w. the future outlook. when intel has a brigt outlook going forward then it could trade at 25 pe. when future is gloomy it should trade @18 pe. also stock trades at future earnings prospects....not how well u did qurter but how well u will do for in future. look at csco pe. and look at what csco pe was in march april. some stocks get shot down for gloomy future but then thing turn around and are not that bad. so you have to figure out if the stock is over corrected. i.e. csco (last spring was 45).

To: Marc Schiler who wrote (9991)	11/3/1997 9:16:00 PM
From: 16yearcycle	Respond to of 77400

Marc, The concern on INTC relates to the sub-$1000 boxes eroding margins. INTC has a reasonable competition at this price point. Therefore earnings estimates have been revised down for next year. The revisions were large. Now imagine you are a money manager. You see dead money for the next six to nine months. You sell. But lets say your time line extends to years insead of days. You can come to no other reasonable conclusion than to buy at current levels. Just my .02 Gene