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To: SeaViewer who wrote (56171)	1/10/2001 12:32:47 PM
From: flyboy	Respond to of 436258

CSCO has exposure to the drop in their customers equity value...CSCO is a large mutual fund...They have scored big in the gain in equity prices in the past and will suffer in the future...The fear is that they stuffed the pipeline to makeup for that shortfall and the forward looking numbers will come in weaker... Additionally with the fall in equity value employee costs will rise as shreholders will no longer be paying their salaries...<<<<<Brain drain will also continue as Cisco loses high-level execs, said Kamman. To keep employees, the company may re-price options. The analyst painted a grim picture for the company; he expects it will "either increase cash compensation or option grants to try and stem the tide ... (creating) a strong negative feedback loop, with re-pricing/cash grants spurring further stock drops, leading to further departures." >>>>>> zdii.com