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

To: rkral who wrote (67316)	3/10/2005 10:56:46 AM
From: Amy J	Read Replies (2) \| Respond to of 77400

RE: "How did the fair value decrease 29.4%" Either Cisco is expecting their stock to go lower, or Cisco has already lowered the amount of options granted. The later case is much more likely. Regards, Amy J

To: rkral who wrote (67316)	3/10/2005 12:11:50 PM
From: Mo Chips	Read Replies (2) \| Respond to of 77400

Re:"Cisco's expectation that mandatory option expensing might really happen" Haven't followed the whole thread, but its not a question of might, it is now a requirement starting this year.

To: rkral who wrote (67316)	3/10/2005 5:05:22 PM
From: RetiredNow	Respond to of 77400

You are probably right. Here's the other thing to consider. Cisco stock price volatility has come down quite a bit since years past. Also, Cisco may start toying with increasing the vesting period as other companies have done. Then add to that, a lower expectation of future growth, and you have all the ingredients for a much lower expense number.