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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (37947)8/6/2002 10:41:02 PM
From: mattie  Respond to of 68086
 
Jim,

What did you think of CSCO's qtr? Looks like they were light on Revenue and still using pro forma for earnings (which means you can't trust it)...also they refuse to expenses stock options (I know was one of your points).

I think the refusal to expense options and use of pro-forma is key. I don't think they would be profitable if they expensed options and used GAAP - but I did not run the numbers so don't hold me to it.

Also - CFO did resign. They leaked it last week.



To: j g cordes who wrote (37947)8/7/2002 11:48:20 AM
From: Logain Ablar  Read Replies (1) | Respond to of 68086
 
Jim:

From what I've read second hand GLW entered into a floorless convertible put bond (not the recent equity deal).

Any stock with a floorless should to be shunned until it looks like its ready to go away. The removal of a floorless typically provides a nice short term pop.

Tim


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