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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: Wyätt Gwyön who wrote (48794)	2/10/2001 9:46:10 PM
From: Adam Nash	Read Replies (3) of 77400

Now, its one thing to decry a high P/E, but before we get too caught up here, remember, P/E is just a very roughshod approach at getting at discounted free cash flow. Very roughshod. I would like to see the discounted cash flow that justifies only a price of ($5). At this point, that would have to be assuming some sort of significant contraction in FCF, which seems unlikely. It seems that the most conservative historical metrics would put CSCO at somewhere between 16 and 21, and that does not adjust for the specific forward-looking opportunities (see recent Adam Lashinsky article on TheStreet.com) Can we get back to facts? What are projections at this point for CSCO revenues for next few quarters? We just got $6.75B. CSCO's fiscal year is a bit funny. What total revenue is expected now for 2001? 2002? - Adam

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