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

To: Tulvio Durand who wrote (12056)	2/3/1998 2:48:00 PM
From: leebo	Respond to of 77400

Yes.

To: Tulvio Durand who wrote (12056)	2/3/1998 3:10:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 77400

<< Zacks lists CSCO's EPS growth at 58%. Does anybody believe Zacks' projected growth rate given that today's announced Q earnings will be only about 24% higher than last year's? >> That's only if they meet estimates. You have to add 3% for every penny that they beat the estimates. If C$CO comes in at 0.44 (2 cents ahead) they will have grown EPS at 30%. (actually 29.4% but who's counting?)

To: Tulvio Durand who wrote (12056)	2/3/1998 3:12:00 PM
From: mattie	Read Replies (1) \| Respond to of 77400

Tulvio, It is a know fact that CSCO is growing earnings 25-30%. Although down from its revious growth rate, it is sure better thatn the 5-10% that the S&P will deliver. Plus CSCO is the leader in its industry and will be able to grow earings consistenty in the mid to high 20% range. I picked up this stock the end of December when the multiples were in line with the market. Now at a slight premium, that premium is justified given the consistent growth outlook. If you are shorting the stock, you may have a selloff if earnings come in light, but for the mid to long term CSCO will be an above average performer. And if they blow out estimates - watch out shorts!!