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

To: jach who wrote (23844)	3/22/1999 10:41:00 AM
From: DownSouth	Respond to of 77400

Thread, digging deeper into jachs citation (cause I know most of you ignored his post) there is some very positive opinion: (emphasis added) RV (Relative Value): CSCO has an RV of 1.06. On a scale of 0.00 to 2.00, an RV of 1.06 is fair. RV reflects the long-term price appreciation potential of the stock compared to an alternative investment in AAA Corporate Bonds. RS (Relative Safety): CSCO has an RS rating of 1.45. On a scale of 0.00 to 2.00, an RS of 1.45 is excellent. VectorVest looks at safety from the viewpoint of an equity investor (one who is buying stock of a company) rather than that of a purchaser of debt (one who is ending money to the company). RT (Relative Timing): CSCO has an RT rating of 1.59. On a scale of 0.00 to 2.00, an RT of 1.59 is excellent. RT is a fast, responsive, short-term price trend indicator. It analyzes the direction, magnitude, and dynamics of a stock's price VST-Vector (VST): CSCO has a VST-Vector rating of 1.4. On a scale of 0.00 to 2.00, an VST of 1.4 is excellent. VST-Vector solves the dilemma of balancing Value, Safety and Timing. GRT (Growth Rate): CSCO has a GRT of 20 % per year. This is excellent. GRT stands for forecasted Earnings Growth Rate in percent per year. Recommendation (REC): CSCO has a Buy recommendation. REC reflects the cumulative effect of all the VectorVest parameters working together. These parameters are designed to help investors buy safe, undervalued stocks which are rising in price, and to avoid or sell risky, overvalued stocks which are falling in price.

To: jach who wrote (23844)	3/22/1999 11:26:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 77400

An interesting post from jach, folks! Quotes from the analysis: <Sooner or later a stock's Price and Value always converge. CSCO has an RV [Relative Value] of 1.06. On a scale of 0.00 to 2.00, an RV of 1.06 is fair. RS (Relative Safety): CSCO has an RS rating of 1.45. On a scale of 0.00 to 2.00, an RS of 1.45 is excellent. RT (Relative Timing): CSCO has an RT rating of 1.59. On a scale of 0.00 to 2.00, an RT of 1.59 is excellent. VST-Vector (VST): CSCO has a VST-Vector rating of 1.4. On a scale of 0.00 to 2.00, an VST of 1.4 is excellent. GRT (Growth Rate): CSCO has a GRT of 20 % per year. This is excellent. Recommendation (REC): CSCO has a Buy recommendation.> The only negative in the whole analysis concerns value. And there are at least two responses to that. First, price and value converge for one of two reasons. price goes down or value goes up! Cisco is creating value. It's intrinsic value will continue to rise. Second, when do the prices converge? Do they stay up like KO's? or McDonald's? (Have you run Value profiles on them?) Vector Vest's "Value" number seems to be an artificial construct. It should only be viewed relative to other "Values" against respective prices. (jach, do you even read these things?) Best, JS

To: jach who wrote (23844)	3/23/1999 11:53:00 AM
From: Ove Hansen	Respond to of 77400

Jach - doesn't the article you just posted mostly say EXCELLENT and BUY? I haven't heard that from you for a long time??? And in post 23802 you said: > CSCO is very weak recently. At PE of 110+ CSCO is very > much overpriced. Based on five years' historical PE of > 60 to 70, CSCO fair price is around 65$. while the stock analysis you just posted says: > P/E (Price to Earnings Ratio): CSCO has a P/E ratio of 64. > This ratio is computed daily based upon Price and EPS. While there are many ways of measuring and reporting the size of a banana but one should try to not contradict oneself too many times when arguing in public... Or are there two jach's on this thread now? Good heavens...