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

To: Stock Farmer who wrote (52149)	4/25/2001 9:50:18 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

A reverse split would take care of that nicely and have you ever heard of using a discount rate of greater than 10%? Look at what happened to IBM. They lost the boat when the shift to PCs occurred. But contrary to what those claiming IBM's early demise thought, IBM came back stronger than ever. Look at them now. Their stock came back with a vengeance. So will Cisco's. You don't have to believe that for me to make money on their stock. In July of 2003, we can talk again and you can tell me congratulations for doubling my money. siliconinvestor.com

To: Stock Farmer who wrote (52149)	4/26/2001 12:28:39 AM
From: john dodson	Read Replies (1) \| Respond to of 77400

<<My $4 looks generous.>> And from Message 15711263 << I might buy if it cracks 10 >> Just curious, but why on earth would one so learned consider buying a stock that drops below $10, if he really believes that $4 looks like a "generous" valuation of the company? -John

To: Stock Farmer who wrote (52149)	4/26/2001 9:20:38 AM
From: John Malloy	Read Replies (1) \| Respond to of 77400

Why discount free cash flow? Free cash flow is good to have, but it does not wind up in your pocket. For a firm like Cisco that is not likely to pay dividends the only cash that winds up in your pocket is the net proceeds when you eventually sell. Instead of forecasting free cash flow, why not forecast the stock price (forecast equity/share and the price/book ratio and multiply one by the other) and discount proceeds from the future sale of the stock? John Malloy