Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (42409)	11/6/2000 3:24:19 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 77397

First CSCO will generate a $500M monthly dividend.. I wasn't aware that CSCO paid $6 billion a year in dividends...also, be careful about SOP calcs, esp. when you base the calculations on other cos. that you already consider overvalued (e.g., JNPR).

To: The Phoenix who wrote (42409)	11/6/2000 3:44:58 PM
From: FESHBACH_DISCIPLE	Read Replies (1) \| Respond to of 77397

phoenix these values can't be realized in cash!! It's all paper shuffling. Can jdsu buy in cash or financed by debt sdli? Rubbish It's all accounting r&d writeoff lets look beautiful for the eyes of the world paper swaps. These values will never be realized for real money. It's all on the margin.

To: The Phoenix who wrote (42409)	11/6/2000 4:14:40 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 77397

Gary, you present one of the most compelling valuation models I've seen, at least in terms of competitors' valuations. Except for NT the competitors you mention are much smaller and, therefore, potentially swifter to introduce newer technology. Thus it could be argued the premium for smaller deserves to be larger and conversely the premium for CSCO should be smaller. Nonetheless, the $400 billion valuation seems reasonable. CSCO's PE historically (1992-1998) has been in region 40 to 80, and now with PE near 100 and as a larger company -- PE could be viewed as tad high. Tulvio