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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 82.35+1.5%3:58 PM EST

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To: Peter Joseph who wrote (69116)10/20/2005 3:41:48 PM
From: Lizzie Tudor  Read Replies (3) of 77400
 
So all of the earnings growth y-o-y (12 to 14 cents) is now going towards options dilution. Growth stock, anyone?

This is folly, analysts don't look at options. If cisco is growing cash flow it is still a growth stock. (I'm not sure if they are growing cash flow right now).

Individual investors need to be rational about this options issue imho. If the street doesn't think options are real exenses then they aren't. GOOG is a stock that has options expenses and those that insisted that GOOG was not a growth stock based on their belief that options were "real" and stunting growth were burned badly. JMO.
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