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

To: Wyätt Gwyön who wrote (48794)	2/10/2001 9:00:09 PM
From: TobagoJack	Read Replies (2) \| Respond to of 77400

CSCO will be an acceptable buy at $5/shr, done with borrowed Yen, further softened by a three months put/call straddle returning $2.5/shr in combined premium, and done again on the double dip, thus effectively free, to be then held for the long term, as it competes against every other then smarter company in its closing in space.

To: Wyätt Gwyön who wrote (48794)	2/10/2001 9:46:10 PM
From: Adam Nash	Read Replies (3) \| Respond to of 77400

Now, its one thing to decry a high P/E, but before we get too caught up here, remember, P/E is just a very roughshod approach at getting at discounted free cash flow. Very roughshod. I would like to see the discounted cash flow that justifies only a price of ($5). At this point, that would have to be assuming some sort of significant contraction in FCF, which seems unlikely. It seems that the most conservative historical metrics would put CSCO at somewhere between 16 and 21, and that does not adjust for the specific forward-looking opportunities (see recent Adam Lashinsky article on TheStreet.com) Can we get back to facts? What are projections at this point for CSCO revenues for next few quarters? We just got $6.75B. CSCO's fiscal year is a bit funny. What total revenue is expected now for 2001? 2002? - Adam