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


To: Elroy who wrote (67004)2/9/2005 7:13:17 PM
From: RetiredNow  Read Replies (1) | Respond to of 77400
 
Agreed, except I've noticed that o/s shares have been decreasing nicely. So they are actually buying back alot more than they are giving away to employees.

Now here's the doozy. When they are forced to expense stock options after June 15th, I would bet (and have) my eyetooth that they drastically cut back on stock options and/or increase the vesting period in order to reduce the visible expense number. Couple this with the continued stock buyback and that is going to create a great situation for shareholders, which is what we've all been waiting for a long time.

Can you imagine a Cisco where the shareholder get the majority benefit from the growth in EPS? There is a good chance we see a great rise in the stock in the later half of this year. Anyway, that's my theory and I've bet on it by buying stock today. You heard it here first! ;)



To: Elroy who wrote (67004)2/9/2005 8:06:32 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 77400
 
well, imho cisco stock is never going to move much again. Therefore the options dilution will decrease dramatically.