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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 84.82

+3.0%

Feb 6 9:30 AM EST

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To: RetiredNow who wrote (55288)	9/17/2001 10:31:37 AM
From: Stock Farmer	Read Replies (1) of 77400

mindmeld: <<options... dilutive... half options... check math>> Yes, this is the level of detail necessary to follow what goes on. It is not easy and requires going through multiple 10-K's and adjusting for splits and looking at numbers that don't add up... I'm sure I made a mistake or two... but it's within spitting range of the truth. Yeuch. As to your solution go out on the open market and buy the equivalent shares that they issue in options Doesn't work. We have the 2000 numbers handy. Issued & assumed 295 million at $52.10. That works out to about 15 billion versus revenues of 19 Billion? Hmmm... Or in '99 it was 245 M @ $22.00 (5.4 B$) on a revenue base of 12 B$. And so on. Fugeddaboutit. Without a derivative hedging strategy, they aren't profitable enough to afford themselves. The cost that shareholders are bearing to support tech company employee enrichment schemes are quite high, and very poorly understood. If you didn't know how significant it was with your background and the attention this thread gives you... well, imagine poor J6P. I bet a lot of just-washed-behind-the-ears "analysts" haven't got a clue either. John.

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