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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.34-0.1%Jan 30 3:59 PM EST
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To: bambs who wrote (47791)2/2/2001 12:16:52 PM
From: The Phoenix  Read Replies (2) of 77400
 
bambs,

I don't take issue with the accounting of the shares and the resulting dilution. Sheesh.. this is getting tiring.

Don't you see the perception difference of selling calls (which again the SEC would frown on I believe) against ones own going concern versus providing options to employee's as an incentive? Put the accounting issue aside for a moment and look at the perception. Remember valuations are as much based upon perception as they are fundmentals... if the last year hasn't taught us all that then we're in a world of hurt.

Finally, providing a cash incentive to employee's does not generate the shared desitiny that stock options are intended to provide.

Anyway....... this is a futile argument and is a microcosm of our past discussions. You take a very rigid, balance sheet approach to corporate valuation which has signficant merits which one can not argue with. I tend to look at these as an imput and include projected markets, ability to execute in these market, and of course market perception. I try to be a bit less rigid in my views and attempt to understand intent, goals, strategies, to determine which stocks are worth investing in.

Good luck... I've had enough.

OG
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