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

To: jach who wrote (23619)	3/14/1999 1:18:00 AM
From: jach	Read Replies (4) \| Respond to of 77398

LU and NT combination vs CSCO, the result is that CSCO is very much overpriced. quote.yahoo.com LU and NT combined revenue around 53 Billions. CSCO revenue only about 11 Billions. LU and NT combined next yr earnings estimate around $5.40. CSCO next yr earnings estimate only around $1.80. LU and NT pay dividend. CSCO does not. The interesting fact is that CSCO mkt cap is about the same as LU+NT combined. CSCO is way overpriced because LU+NT combined is five times bigger than CSCO and generate profits three times more than CSCO. And not to mention the dividend. Both LU and NT are in the same mkt as CSCO. This simply indicates that CSCO can come down substantially as it is very much overpriced. all imo.

To: jach who wrote (23619)	3/14/1999 11:03:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77398

Jach, You don't understand investing. Stock prices are based upon performance and FUTURE expectations. Cisco is breaking into new markets such as IP Telephony which will change the infrastrucutre and allow CSCO to play in a total market at least twice the size of the market they are currently in. Most investors understand this. I agree that if cisco does not execute then the stock will weaken. OG