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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (9388)	5/31/1998 10:59:00 AM
From: Pancho Villa	Read Replies (3) \| Respond to of 18691

Dale, IMO CSCO is a safe short here. IMO upside potential is well below current 52 week high of 81(?). Dowside potential is easily in the low 60's. Pancho

To: Dale Baker who wrote (9388)	5/31/1998 11:10:00 AM
From: Pancho Villa	Read Replies (2) \| Respond to of 18691

Dale and all, I don't give much importance to market forecasts issued by letter writers but the consistency of uneasiness about the market this week's Barron's sample of letters. Is interesting: interactive.wsj.com Pancho

To: Dale Baker who wrote (9388)	6/1/1998 6:39:00 AM
From: craig crawford	Respond to of 18691

<< CSCO has a projected growth rate of about 25%, yet it trades at 42x FY1998 earnings and 34x FY1999 earnings. >> The market will be looking to '99 earnings soon, 1998 is almost half over. 35 times next year EPS doesn't seem all that unreasonable to me. Not exactly "cheap" but C$CO always gets a well deserved premium. << That would be the target if CSCO warns about Asia woes in their next earnings report. >> Asia doesn't affect Cisco's business much. Not too much of a factor. COMS on the other hand...