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

To: Sawtooth who wrote (15830)	8/6/1998 2:16:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 77400

CSCO: BANCBOSTON ROBT increased estimate for fiscal year ending 07/99 from $2.24 to $2.30 on 08/05/98 CSCO: BANCBOSTON ROBT increased estimate for quarter ending 01/99 from $0.49 to $0.56 on 08/05/98 CSCO: BANCBOSTON ROBT increased estimate for quarter ending 04/99 from $0.51 to $0.59 on 08/05/98 CSCO: BANCBOSTON ROBT increased estimate for quarter ending 10/98 from $0.47 to $0.52 on 08/05/98 CSCO: BANCBOSTON ROBT made new estimate for quarter ending 10/99 of $0.66 on 08/05/98 CSCO: EVEREN SECURIT increased estimate for fiscal year ending 07/99 from $2.09 to $2.12 on 08/05/98 CSCO: EVEREN SECURIT increased estimate for quarter ending 04/99 from $0.53 to $0.54 on 08/05/98 CSCO: EVEREN SECURIT increased estimate for quarter ending 07/99 from $0.54 to $0.56 on 08/05/98 CSCO: GRUNTAL increased estimate for fiscal year ending 07/99 from $2.11 to $2.18 on 08/05/98 CSCO: GRUNTAL increased estimate for quarter ending 01/99 from $0.51 to $0.52 on 08/05/98 CSCO: GRUNTAL increased estimate for quarter ending 04/99 from $0.55 to $0.56 on 08/05/98 CSCO: GRUNTAL increased estimate for quarter ending 07/99 from $0.57 to $0.60 on 08/05/98 CSCO: GRUNTAL increased estimate for quarter ending 10/98 from $0.48 to $0.50 on 08/05/98 CSCO: HAMBRECHT&QUIST increased estimate for fiscal year ending 07/99 from $2.15 to $2.20 on 08/05/98 CSCO: HAMBRECHT&QUIST increased estimate for quarter ending 01/99 from $0.52 to $0.54 on 08/05/98 CSCO: HAMBRECHT&QUIST increased estimate for quarter ending 04/99 from $0.55 to $0.56 on 08/05/98 CSCO: HAMBRECHT&QUIST increased estimate for quarter ending 07/99 from $0.58 to $0.60 on 08/05/98 CSCO: HAMBRECHT&QUIST increased estimate for quarter ending 10/98 from $0.50 to $0.51 on 08/05/98 CSCO: Major Broker increased estimate for fiscal year ending 07/99 from $2.10 to $2.20 on 08/05/98 CSCO: Major Broker increased estimate for quarter ending 01/99 from $0.51 to $0.54 on 08/05/98 CSCO: Major Broker increased estimate for quarter ending 04/99 from $0.54 to $0.57 on 08/05/98 CSCO: Major Broker increased estimate for quarter ending 07/99 from $0.57 to $0.59 on 08/05/98 CSCO: Major Broker increased estimate for quarter ending 10/98 from $0.48 to $0.50 on 08/05/98 CSCO: Major Broker made new estimate for quarter ending 10/99 of $0.61 on 08/05/98 CSCO: WHEAT FIRST UNI increased estimate for fiscal year ending 07/99 from $2.12 to $2.16 on 08/05/98 CSCO: WHEAT FIRST UNI increased estimate for quarter ending 01/99 from $0.52 to $0.53 on 08/05/98 CSCO: WHEAT FIRST UNI increased estimate for quarter ending 04/99 from $0.54 to $0.55 on 08/05/98 CSCO: WHEAT FIRST UNI increased estimate for quarter ending 07/99 from $0.57 to $0.58 on 08/05/98 CSCO: WHEAT FIRST UNI increased estimate for quarter ending 10/98 from $0.49 to $0.50 on 08/05/98

To: Sawtooth who wrote (15830)	8/6/1998 2:37:00 PM
From: Paul Shread	Read Replies (2) \| Respond to of 77400

Tim, Great question, and here's my answer: I think CSCO will outgrow LU, and the reason is simple: sales. CSCO's are growing at 30%, LU's at 15%. I believe earnings growth eventually approaches sales growth, so short of LU getting into higher-growth areas such as networking (or somehow expanding margins forever or growing through acquisition), LU is likely to be a 20%-max grower long-term while CSCO is likely to do 25%+. That's just my opinion, and due to LU's growth I now own more LU than CSCO. Besides, CSCO is the odds-on favorite to build the next-generation voice-video-data networks, in my opinion, and that's worth billions. But don't get me wrong. I love my LU and am holding on to it. Paul