Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stock Farmer who wrote (65443)	5/12/2004 2:44:29 PM
From: rkral	Read Replies (1) \| Respond to of 77400

John, re "take 3,420 current portion of deferred revenue and assume recognized equally over the period (one year). That makes 9.4 M$/day through 365 days. 7 days @ 9.4 M$/day is about 71 M$. Presto." Believe it not, that's exactly what I did with my first calculation. Then, while congratulating myself on reproducing your result, I realized ... 1) the $71M is a net income number and $3,420M is a revenue number, so I was assuming NPM = 100%, and 2) I had no justification for assuming an annual time period for Cisco "earning" the deferred revenue .. and still don't. Ron