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

To: The Phoenix who wrote (12790)	3/3/1998 8:01:00 PM
From: Sonki	Read Replies (3) \| Respond to of 77400

Gary, Thanks for such detailed work. if csco tanks in July, i will be very happy to load up 2001 leap. new leaps comeout in june/july. Would you put new money in LU? Just got down graded and it seems like this might be a good time to buy LU? though I don't quite know how to evaluate it. PE is 153? LU also has several fabs and they are like a design house as well, and wonder if it got downgraded due to semi? I can not buy CSCO - overloaded in my portfolio (my last purchase was at 30 something) . Any idea for new money? everything I like, I already have too much of it.

To: The Phoenix who wrote (12790)	3/4/1998 11:50:00 AM
From: smolejv@gmx.net	Read Replies (2) \| Respond to of 77400

>>Best Case..Cisco at 200+ ...Worst Case...Cisco at 70 by July 01<< Summarizing the prediction: we don't have a faintest. Cause an interval of 300 percent up from today's price (add a polster of -10% on the bottom...) in two/three years is an absolute certainty. No need to predict anything anymore. The moral of the story: use more facts and not just some PEs, a growth rate or two and today's price. BTW anybody remembers the 1995-6 and the growth rates in those days? Sigh... DJ PS: I assume 200+ is meant as a no-splits price. However, if it is meant as after-split, then the prediction is even more ...bare-headed ("should we expect a 1:2 or 1:3 split?")