Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tulvio Durand who wrote (49679)	3/8/2001 4:17:03 PM
From: Stock Farmer	Read Replies (1) of 77397

Tulvio - I honestly don't know. Let's look at them. "K": Huge part of cash flow depends on options, which dynamics have changed violently recently (thus changing K) by factor 2 or more. "t" - how far in the future can you project the stability of their economic model? Chambers can't see revenue through the year. "a" - where would you have the company stabilize in terms of growth rates. When do they start up the dividend, and what yield - my tea leaves indicate there will be one by 2010. "e" - what is it. 55%, 30%, 20%, 0%? Is it constant? Not if this year is representative <ng>. "r" - with Greenspan monkeying with the numbers, what do you think it should be? When you look at this, it's pretty clear that a "stable" number is anybody's guess. Suggest you plug in numbers and see what you get and run some sensitivity analysis. Me, I tend to spreadsheet a parameterized real cash contribution and play with economic ratios rather than fall back on equations. Modern technology allows this luxury. John.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next