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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (43134)	11/8/2000 2:58:32 PM
From: Wyätt Gwyön	Respond to of 77400

There was another post that broke down CSCO's businesses and allocated values to them This is where it gets circular. The point is, if you took the enterprise private for 400 billion, would you be able to justify it based on the cash you would later extract from the business. The idea is not to daytrade it back onto the market. That is why the cash flows are so important. there are many things that affect cash flow other than the tax benefit received.. Certainly...but my point was, this was the largest-growth component YoY on the latest 10-K. Given the dismal trend in receivables and DSOs, as well as the declining margins, the only other place Cisco can look for cash flows is its investing portfolio. But then again, the multiples on mutual funds are not too high... PS. Does "OG" stand for Original Gangster? amazon.com