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


To: RetiredNow who wrote (57832)2/21/2002 4:06:00 PM
From: Stock Farmer  Read Replies (1) | Respond to of 77400
 
Yup. It was Cisco's July earnings brought me out with a big-time warning.

Anyway, here's the best I could do with historical sums.

Revenue from July '93 to July '01 was 74 B$
Retained earnings from forever was 7.3 B$ call it 10%

This gets us very close to my wet finger estimate of between 0.8 and 1.0 B$ for the first half on revenues of about 18.5 B$

Makes a start for your model of 1.8 B$

What does that net in your 30 year view? I get around $6/sh for my 20 year view.

John