Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.72

-0.6%

10:52 AM EST

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To: Adam Nash who wrote (44665)	12/16/2000 8:05:07 AM
From: Stock Farmer	Read Replies (1) of 77400

Adam - what discount rate are you applying to free cash flow? Over what time frame? What did you include in the components? Looks to me like pro-forma earnings are a very close proxy to free cash flow. What's the anticipated growth rate? Does this growth rate make sense given the components of fcf and ratios to things like revenue? What assumptions are you making about share dilution rate? Based on your conclusion, I'm assuming you've plugged the whole thing into a spreadsheet and calculated the discounted free cash flows to come up with a value of a share. Would like to see someone else's computation. Maybe this would be a good thing for the thread to focus some constructive energy on, rather than bashing each other! John.

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