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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.25

+1.1%

Jan 15 4:00 PM EST

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To: Victor Lazlo who wrote (64164)	6/1/2003 11:10:03 PM
From: Stock Farmer	Read Replies (1) of 77400

Fair enough. Very clear articulation of momentum "investing" philosophy. And in which case, the whole "expense/not expense" debate is entirely meaningless. Except insofar as it will disrupt existant patterns, as would any significant change. I buy that as well. Me, I'm not good at figuring out market momentum in the short term. I try to look at the business from a whole-cloth perspective and determine whether management is using shareholder capital productively. If so, I reason that there will be a reasonable return on capital and then I try to invest accordingly. In which case, how management uses my capital (e.g. to pay itself) ends up being germane to the end result. John

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