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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (47617)	1/31/2001 11:23:28 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

aaah... Then we are not disagreeing after all. Which your posting of "I disagree" seemed to imply... which is why perhaps I was confused about what you disagreed with??? You questioned whether tax benefit of options is material, I suggested it was, you agree that it is. The extent of which is (a) material in relationship to this quarters' earnings, and (b) immaterial in respect to the back $40 net present value you expect CSCO to earn back over time. You suggest that CSCO will be able to grow 30-50% range going forward at a reduced level of investment. I look forward to this coming true - but doubt that it is sustainable. Again, your faith in the future is stronger than mine. Which is understandable you thinking CSCO is a great buy at these prices and me thinking it's likely to be an even better buy some time in the future. So we reach understanding. John.