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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (12755)	11/3/1997 8:56:00 PM
From: Dennis	Read Replies (1) \| Respond to of 27012

Sonki, csco and Paul Summary: We believe csco's heavy investment in new products in the second half of calendar 97 should translate into a strong new product cycle by mid 98. As this happens we expect investors will be willing to pay a premium pe for csco 99 earnings power. Our 99 eps is raised to $3.36 to reflect this potential. Over the long term we believe csco is an excelletn proxy for the growth of the traditional data networking market, and could prove to be the most successful company penetrating new opportunities in the carrier/service provider market. Target of 100-105 over next 12 months. I'll mail you a copy. Dennis