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

To: William F. Wager, Jr. who wrote (67101)	2/17/2005 11:28:23 AM
From: Amy J	Read Replies (1) \| Respond to of 77400

Just looked at writing CCs on my csco shares but the premiums are lousy. Not worth it, especially when the stock is undervalued under a 15% annual growth for 5 years scenario. So, am going to sit tight and just hold the shares without writing cc's for now. I think the odds are higher that csco moves higher than what these premiums would be worth, given csco appears to be an undervalued stock. Writing cc's is great in a declining market, but could be a bit nasty when the underlying stock is undervalued. Better to just hold the shares than risk losing the cc gains of the past. Will probably get back to writing cc's as soon as csco moves up a bit, or the premiums increase to make the risk worth it. RE: "Given that the Americas region still accounts for 45% of total sales" That looks a tad too high for a hightech company - maybe something possibly could be improved here on the international front. As far as China goes, a slowing gdp doesn't bother me - it's expected. What would bother me is if something unexpected happened such as an overseas competitive issue (IP theft, price dumping, or other competitive issues). Regards, Amy J