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


To: JRH who wrote (13886)5/5/1998 2:52:00 PM
From: Sonki  Read Replies (3) | Respond to of 77400
 
what about LU? CSCO's growth rate can not be too far behind LU?
+Lu also has a semi business (20%) growth rate. So if LU can trade
at 200++ pe then Csco should be at a higher PE that was my point.
Ya given LU may be a little advance in some tech but CSCO is there too. My point being why should CSCO's pe should trail that of DELL and LU (by far).

Box makers grow at 15-20% rate and DELL a little higher then that.



To: JRH who wrote (13886)5/5/1998 3:02:00 PM
From: RetiredNow  Read Replies (1) | Respond to of 77400
 
JRH, maybe their revenue growth rate is 30%, but their average annualized return on their stock is 54% since their IPO.



To: JRH who wrote (13886)5/5/1998 4:09:00 PM
From: Najib Mehanna  Read Replies (1) | Respond to of 77400
 
yeah but dell will drop to under 30 % next year and stocks are projected forward, so that says dell is way overpriced,based on hopes of an upside.