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

To: Stock Farmer who wrote (57809)	2/21/2002 3:32:43 PM
From: Monty Lenard	Respond to of 77400

"American life is a powerful solvent. It seems to neutralize every intellectual element, however tough and alien it may be, and to fuse it in the native good will, complacency, thoughtlessness, and optimism." -- George Santayana, "Character and Opinion in the United States" (1920) Monty PS John, this was one of Brooke's thoughful posts to the list today. :-)

To: Stock Farmer who wrote (57809)	2/21/2002 3:40:49 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Looks like most of the equity financing cash contributions came in during 2000 and 2001. Hmmm. More food for thought. The thing I'm trying to think about is how do I come up with a baseline operating model for this company. It looks like most of the dilution occurred in only a 2 or 3 year period. The rest of the time, the company was generating cash from earnings (at least most of the time, excluding the last couple of years of losses). Anyway, I need to go back through your posts. One of them had the total cash that was generated from true operations. A quick back-o-the-envelope using that and all revenues since inception can get us a decent rolling average cash inflows as a percentage of revenues. Then we can rework our DCF models accordingly. Dirty, but it'll work.