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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tlac who wrote (2155)	5/23/1999 5:11:00 PM
From: Mike Buckley	Respond to of 54805

Kelly, Thanks for supplying those numbers. Now everything you mentioned makes sense. (I did check the most important numbers and found no flaws.) Your numbers project a 66% annual increase in the stock price over the next five years. In the first five years following the beginning of Cisco's tornado, their stock price increassed at a 99% average annual rate. As I see it, the main reasons your projections are showing a slower rate of increase than Cisco's historic rate is because the net margins you are projecting are much lower than Cisco's and because the growth of earnings and revenues you are projecting are also lower. As an example, in the three years following 1994, Cisco's revenues grew 85% annually. Amazing. You're apparently content with roughly half of Cisco's growth coming from the Q, and frankly I will be too. :) --Mike Buckley P. S. I'm saving your post and holding you accountable. :)