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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 86.60+2.1%11:46 AM EST
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To: bambs who wrote (55702)9/27/2001 11:16:57 AM
From: RetiredNow  Read Replies (5) of 77400
 
Bambs, a quick check of Cisco's 10-K shows they have $18.5 Billion in cash and investments. They have a book value of $27.1 Billion. Take out good will and intangibles of $4.7 Billion and that leaves them with $22.5 Billion. Divide that by 7.3 o/s shares and you get $3.08 per share. So simplisticly speaking, $3 is the value of Cisco if they shut down operations today and settled with shareholders.

However, Cisco has an enormously valuable franchise with top market share positions in almost every segment they compete in. In addition, even after the worst fiscal year in its existence, Cisco still managed to generate POSITIVE operating cash flows of $6.4 Billion.

So if you take their current dissolution value and add in a forecasted cash flow stream for the next 15 years, this company is easily worth $10. If we aren't at the bottom now, we are within spitting distance. I'd love to see more negative sentiment in this stock, since that will give me my opportunity to start loading up again. I'm going to spend the next week or so poring over the 10-K and then I'd love to hear what John Shannon has to say after his sure to be careful dissection, and then I'll make my decision as to when I start to load up.
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