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

To: craig crawford who wrote (13065)	3/25/1998 10:38:00 AM
From: Greg Jung	Read Replies (1) \| Respond to of 77400

MSFT will earn +0.04 more than expectations. multiply by 4 quarters = 0.20 (the New Math), use a 50 multiple and get an additional $10 for the stock. Yup, that makes sense. MSFT has caught up with AOL for recent run-ups (both up 10% since Mar 21). Yesterday I believe was beginning of a market-shift rotation, lots of institutional money going into technology. Microsoft opened a new software sweatshop in India, now following the lead of the shoe manufacturers. Evidently all the US software personnel are unmotivated millionaires, so they will get moved to management where they can be cut effortlessly in the future to cut more expenses, boost the stock price more, and everybody gets a "pay" raise. Greg

To: craig crawford who wrote (13065)	3/25/1998 10:02:00 PM
From: The Phoenix	Respond to of 77400

<< Whatever happened to Craig Crawford and Lucretius >> Right here lookin' over your shoulder. <g> Glad you're still with us. Somehow I thought you were out there somewhere <g>. I notice Cisco is out predicting that they will grow faster than the industry which is growing at 30-50%. After two quarters of mid-twenties growth they better start delivering on their promises. Agreed. But this will be a tremendous stock to be in if indeed Cisco fulfills these predictions...however I don't the market has yet to dial this in. I think Cisco's valuation currently is only slightly above current FY earnings predictions. If they grow faster then Cisco may (for a change) beat the street by a number of pennies...which would be very VERY cool. Gary