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

To: GVTucker who wrote (63708)	4/22/2003 2:22:57 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

You say in one breath that you aren't going to insult me, and yet in another breath you make the assumption that I haven't gone to the effort. If you're going to answer the questions that you pose to me without giving me a chance to answer, why ask in the first place? Just trying to respond in kind to your comment about ebay. I figured I'd respond with the same level of courtesy, just cuz I'm that kind of gal. BTW future revenue projections didn't die with "valuations don't matter". Which is precisely why ebay is going up. In regard to management's projections, yes I know what their number is. And you don't need to call anyone on the phone to get an answer, although I have spoken to plenty of people at Cisco. I don't think it is all that important, though. If you believed management's projections 3 years ago, for the current fiscal year they'd be doing $37 billion in revenue. The reality is that Cisco will make it to about half that number. True, management clearly made a major blunder at Cisco 3 years ago. Unfortunately not everybody can be right all the time, just the way it is. However, Cisco is still a growth company, it doesn't pay dividends whereas tobacco companies do. I'm sure you know companies in dying industries are immensely profitable. If you don't think Cisco's growth projections have any merit, why bother being here? I really am curious about this. To me, this entire discussion and all its flavors- options, growth rates, valuations... comes down to the simple difference between investing for growth or not. Seems to me most here are not investing for growth, I am buying only that. BTW did you say you have found a way in the filings to separate out the employee portion of options vs. the options they use for other purposes?