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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

0.0%

Dec 24 12:59 PM EST

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To: RetiredNow who wrote (62915)	2/5/2003 8:10:36 PM
From: hueyone	Read Replies (1) of 77400

Hi Mind: Probably way too late now, but I apologize for my ridiculous rant earlier today. When I think about it, I suppose anyone could have overlooked the item I was harping on, and furthermore, as I did say, I do indeed find the vast majority of your posts very valuable and insightful. So please accept my apology, or simply carry on. I plan to take at least a month time out from this thread since I appear to be going down the road to personal bad behavior on some of my recent posts. If I come back too early, I am sure Uncle Frank will probably remind me that I am not keeping my word. But one last comment on the "Truing Up Stock Options" idea. As you know, I don't have any problem with the broad concept of some kind of truing up the final costs to previous estimates when the options expire or are exercised. I believe you, me and John Shannon have all suggested something along these lines at one time or another. I tend to think that almost any solution that begins to get some stock option expense on the income statement where it belongs will be better than the zero value we have now. I hope Ron will answer Lizzie's inquiry regarding Siebel above. Personally I suspect the answer involves the company calculating the Black Scholes value for those options at two different sets of time. Regards and apologies again. Maybe see you in another month. Carry on. Regards, Huey Edit: It looks like we we were just now cross posting to each other.

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