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


To: RetiredNow who wrote (64257)7/9/2003 9:03:43 AM
From: Don Lloyd  Read Replies (3) | Respond to of 77400
 
mm,

If equity-based compensation is such a priority to Cisco, why don't they just give out stock instead of stock options? Because they'd have to expense it, that's why....

It might have to do with the fact that even though expensing stock or option grants or not has NO effect on free cash flow, which is indeed one of the arguments that supporters of expensing often use, the actual option grants themselves DO provide substantial real free cash flow to the company AND its shareholders, and it remains to be seen just how company managements that drop options completely will justify this obvious violation of fiduciary responsibility.

Regards, Don



To: RetiredNow who wrote (64257)7/9/2003 9:36:35 AM
From: JakeStraw  Read Replies (1) | Respond to of 77400
 
From briefing.com - Cisco Systems expects IT recovery within months -- Reuters (CSCO): Reuters reports that Cisco CEO John Chambers expects the IT market to recover within months. "In the next two to four months, companies' spending on IT products will recover. In two to six quarters, that will translate into a recovery in investments by Internet and telecom providers," Dutch daily Het Financieele Dagblad quoted Cisco Chief Executive John Chambers as telling reporters in San Jose, California.



To: RetiredNow who wrote (64257)7/9/2003 9:42:57 AM
From: Drake  Read Replies (2) | Respond to of 77400
 
www.theflyonthewall.com just produced information that Chambers predicted the start of the IT recovery within 4 months. Also, Chambers supposedly stated that CSCO aggressively on takeover trail.

Anyone have ideas on any public companies they are looking at taking over?

dc