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

To: Greg Jung who wrote (9400)5/31/1998 11:31:00 PM
From: Pancho Villa  Read Replies (2) | Respond to of 18691
 
Don't intend to short CSCO for a long time/substantial profit but a few points should be there.

pancho



To: Greg Jung who wrote (9400)6/1/1998 6:22:00 AM
From: craig crawford  Read Replies (1) | Respond to of 18691
 
<< To get the current valuation of Cisco you need, at PEG=1, a 40% earnings growth rate. This is the rate that Cisco has achieved in the recent past >>

How recent? Cisco has grown at closer to 30% or less in the past year.

<< Take a company like Ascend, however, with projected growth in the ???%% Did you say 45%? Are we laughing yet? >>

How do you arrive at that figure? I think estimates call for growth of about 25% next year.


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