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

To: Stock Farmer who wrote (65015)	10/26/2003 8:34:37 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 77400

they're going on and on about stock options over there.

To: Stock Farmer who wrote (65015)	10/28/2003 1:09:55 PM
From: rkral	Respond to of 77400

Notice to Cisco Systems Employee Stock Option Plan Participants From The Securities Arbitration Law Firm of Klayman & Toskes, P.A. -- 10/28/2003 Posted on ESO thread at #reply-19442204 And thanks for the Google thread info, Ron

To: Stock Farmer who wrote (65015)	11/5/2003 4:07:30 AM
From: elmatador	Read Replies (1) \| Respond to of 77400

Prepare to be romanced by Silicon Valley's chief spin doctor. John Chambers, chief executive of Cisco Systems, will be in full flow when the data networking giant reports earnings on Wednesday. But while his message of cautious optimism and a solid performance have provided reassurance, they cannot disguise the main concern: that Cisco has a growth stock valuation without the growth. Mr Chambers was once one of the technology world's most notorious peddlers of internet hype, promising long-term growth of as much as 50 per cent a year. These days, he has mastered the art of understatement. Setting the right expectations has become the key to stock market outperformance for the tech sector. With big corporate buyers still on the sidelines, the US tech industry's sales in the third quarter were around 6 per cent higher than a year before. However, some 4 per cent of that reflects a currency effect from the lower dollar. More than 80 per cent of tech companies beat earnings forecasts in the third quarter. Barring an unexpected reversal, the same is already on the cards for the final three months: revenue targets have been set around 2 percentage points below the level attainable with a normal seasonal bounce, according to Sanford C Bernstein analysts. Cisco's latest quarterly revenues are set to rise by barely 1 per cent. More important will be guidance for the coming year: Wall Street is hoping for sales growth of around 7 per cent. That hardly supports a valuation of eight times sales - but as Mr Chambers has shown, a good bedside manner is all. news.ft.com