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

To: RetiredNow who wrote (23434)	3/5/1999 1:36:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 77400

keenanvision.com

To: RetiredNow who wrote (23434)	3/5/1999 7:50:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Mindmeld, I agree that it is more difficult to get a $30 billion/year (no other company in the world of this size presently has this growth rate) to maintain a 25% or better growth rate although the addition of Ascend and acceleration in wireless and telco buildouts should help for the forseable future. There still exists a 60% premium on CSCO's pe based on next years numbers that can mute the size difference in the 2 stocks over the next couple of years (55.6 for csco based on y2k number and 36.X% for Lucent...unless the employment reports come in in line in which case today could be a very good day...). Based on estimates, there is certainly enough business projected for both companies to flourish in the near and distant future. Good luck to you as well. Brian