Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jach who wrote (22372)	2/10/1999 9:20:00 AM
From: Glenn D. Rudolph	Respond to of 77397

CSCO: TUCKER ANTHONY has reiterated estimate for fiscal year ending 07/99 of $1.47 on 01/29/99 CSCO: TUCKER ANTHONY has reiterated estimate for long term EPS growth of 30.00% per year on 01/29/99

To: jach who wrote (22372)	2/10/1999 8:07:00 PM
From: Jay Couch	Read Replies (1) \| Respond to of 77397

> CSCO is way overpriced compared to Lucent. CSCO P/E: 117 LU P/E: 82.6... Not 'way' overpriced. Both are overpriced, but the difference between 117 and 82.6 is not much, in my opinion. > Lucent is much bigger and in the same business Hmm... Lucent IS much bigger (employee and sales-wise), but their divisions that are in the same business as CSCO are not bigger. Remember, you have to discount their microelectronics business, their fiber-optic cable business, etc... when comparing the two. > LU does have enormous R&D arm which csco does not have. Really? Let's see, would you rather have Bell Labs, or Silicon Valley? Silicon Valley is really CSCO's R&D department. In case you haven't noticed, they fund companies here, they buy companies here, and they hire lots of engineers from here. > LU probably has more PhDs than all of CSCO engs. A worthless argument. Even if it wore true, it proves nothing. I've learned far more working in industry than I ever could have getting a PhD. In engineering, a PhD doesn't mean as much as it does in other fields... No offense to any engineers with PhD's, but it really is only a piece of paper meant to impress people like you, Jach. > With ASND in their pocket, LU has what CSCO has and much much more. Well, we'll see about that in a year's time, now, won't we? JC