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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.19-0.1%3:59 PM EST

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To: RetiredNow who wrote (58497)3/13/2002 4:58:36 PM
From: Stock Farmer  Read Replies (1) of 77400
 
So let's just boil this down to the essence.

You think 40% of Cisco's revenues is a reasonable proxy for their actual profits on an ongoing basis?

You think they can consistently generate 1,941 M$ in cash flow per 4,816 M$ in revenue?

If so, for the record, I think you are nuts.

If not, you haven't explained how your method generated this inaccurate number as a proxy for future expected cash flows, except to vaguely argue that it's "too high" and chop the number in half.

And while some of us are trying to help you with that explanation, in parallel you are investing considerable effort attempting to prove to us that your science (which generates a number you don't like) is the way to generate the right numbers??

A most unvulcan position.

John
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