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


To: RetiredNow who wrote (67322)3/10/2005 6:18:06 PM
From: Amy J  Read Replies (1) | Respond to of 77400
 
Mindmeld, Intel's good report today will raise Cisco's boat.

Intel reported an increase in revenue target. What's good for Intel, probably will be good for Cisco and the rest of high-tech.

No wonder the high-tech ceo's were spending time with the investment firms giving presentations. They now have something to deliver and wanted to make sure the firms and their investors new it.

If Chamber's guestimate is 10 to 15% growth, toss in 5% for buybacks, it could translate into 20% stock growth.

Regards,
Amy J



To: RetiredNow who wrote (67322)3/10/2005 7:51:20 PM
From: pfalk  Read Replies (1) | Respond to of 77400
 
As a shareholder, I want to see options dilution stop, so the stock price will go up, and I think that will only happen if they are forced to expense.


The "correct" way to stop options is to NOT approve options at the annual shareholders meetings. Cisco is always putting the question of "should we allocate xxxx shares as incentive stock options for our employees" before the shareholders. We, collectively, have always voted "YES" (or our proxies have).

If this bothers the shareholders so much, we have the power to vote NO next time.

I agree, that the management is somewhat sneaky about how they do this, since they don't alway repeat the question every year, they ask for a multi-year allocation, but still...

Peter