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

To: Lizzie Tudor who wrote (63553)	4/14/2003 9:22:01 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Hi Lizzie, I too think Cisco is the best managed company, bar none. I think Chambers is quite possibly the best CEO out there today. However, wrt to your statement that we should not seek to fix something that isn't broken, I'll dispute that. The stock hasn't gone anywhere for a long time. You may say that's because the economy is down, but you could also say it's because people want to see fundamentals now. Fundamentals tell us that Cisco is giving away a good portion of it's earnings to employees. That's less for shareholders. So we all have to decide whether the stock is worth it or not. I would dearly love to own shares again one day, but not until dilution is less of an issue.

To: Lizzie Tudor who wrote (63553)	4/16/2003 4:59:25 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 77400

Expensing options will come to pass. Econ 101 teaches students that there is an opportunity cost for an expenditure - well that is exactly what options are - because the options could have been used for an alternative. If indeed options are the holy grail in terms of worker productivity and satisfaction, it should show up on the bottom line. If not, then the money would have been better used doing something else because ultimately they are a dilution of shareholder ownership.