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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1448)	7/10/2002 8:11:50 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Am I the only one?.......................... in Techland who believes that options should be expensed? If a company gives a gold watch for a retirement gift, that is counted as an expense; but if an executive gets $100M in options, that is not?!?! What am I missing here? And the argument for options not being expensed is specious at best. The US was the technology leader before people had options; that somehow options provide the ONLY incentive for people to innovate is ludicrous. All the people working 14 hour days in their garage are not doing it for options. Where am I going wrong here? Brian

To: Gottfried who wrote (1448)	7/10/2002 8:56:37 AM
From: Proud_Infidel	Read Replies (5) \| Respond to of 25522

If CSCO is recovering and gets a Strong Buy, shouldn't that mean AMAT will recover and should also deserve a Strong Buy, since the equipment CSCO buys is filled of all things, chips! I guess I should have stopped expecting logic and consistency(and honesty) from these people a long time ago. ************ 7:45AM Cisco Systems upped to Strong Buy at Merrill -- expects outperformance (CSCO) 13.14: As reported at 07:20, Merrill Lynch is upgrading stock to near-term STRONG BUY from Buy. Believes fundamentals at Cisco are improving and expects co to show rev/EPS outperformance before yr-end. Firm's macro indicators continue to point toward a recovery in comm equipment new orders during 2H02, with revs to follow shortly thereafter. Views valuation of 23x CY03 est of $0.58 as a favorable entry pt for investors looking out 12 months. Major risk for Cisco would be that economic recovery now underway stumbles.