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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Elroy who wrote (61725)	10/8/2002 9:54:01 PM
From: Lizzie Tudor	Read Replies (3) of 77400

This is not a Q&A session- I'm, just curious what you mean. I can usually express myself in a few sentences. You seem to be a bit, well, less transparent than I currently have time for. I live overseas and am going to bed. G'night. His implication is that the 20billion that cisco has in the bank came from options exercises which were a dilution to the shareholders. The problem is there is no way to prove or disprove it... cisco certainly collects cash from options but it also generates a TON of cash from operations and then made some stellar investments in the 90s too... AND I don't believe cisco ever got itself into the "put trap" that hit dell. (not that making a bad call on puts is the calamaty bears make it out to be... its just a mgmt blunder, is all- quite manageable if you're Dell). Anyway what does it matter where the 20 billion came from at this point, the fact is they have it- there is no more options dilution coming for a while and your argument is quite valid looking at margins. Imo it all hinges on the internet as a growth engine as well as some other emerging areas for cisco (storage, VoIP). Lizzie

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