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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Scott Bergquist who wrote (7621)	4/11/2002 10:20:49 PM
From: smchan	Respond to of 8218

Agreed, Scott. Much to my chagrin, IBM is probably overvalued at the moment. My point was I don't think IBM deserves the same kind of haircut that CSCO received, and I think CSCO's fall was deserved. All that said, I have many friends who are CSCO and IBM employees and would love to see fat stock prices for both. :-) But I have to be realistic. Speaking of those friends, I've queried many as to how CSCO does options. They hand them out like candy. It's not unusual for fairly new employees (couple years on board) to have 10,000-15,000 options vs a few hundred or couple thousand IBM hands out to a handful of people. In contrast, IBM does offer a cash pension plan (CSCO does not) which ought to come directly off the bottom line (cost of labor, right?) and not some vague, future liability on the valuation thru share dilution. I do not have specific comparisons of CSCO salaries to IBM salaries beyond folks in the know stating they are comparable. Sam PS I work in Research Triangle Park, NC - home to several large sites for companies including IBM, Cisco, and Nortel hence I have easy access to this type of "data". Nortel also seems to be handing out plentiful options these days to curb morale problems.