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

To: Elroy who wrote (69110)	10/19/2005 10:31:25 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Elroy, you take one portion of my posts and ignore all the others. Cisco is an excellent company with tremendous revenue growth potential going forward. It's clear to me that they will continue to grow revenues at the 10-15% range for the foreseeable future. I posted plenty of articles pointing to Cisco's revenue growth potential as proof. However, what difference does it make if the company is a powerhouse, but dilutes the stock so much that shareholders never see a penny of gains? Back in Jan'05 when I bought this stock I was convinced that Cisco would drastically cut down their stock options giveaways for FY'06, because they would have to have a large expense on the books. Instead, Cisco decided to give away another 132 million stock options, which trashed my basic premise. So instead of growing EPS by 15%+ in FY'06, EPS won't grow at all. So as a long term investor, I have to ask myself if I think this stock is worth it to me. My answer is that the company is great, the stock sucks and it will continue to suck until management cuts back on dilution. My theme has been very consistent since Jan'05. If you choose to ignore parts of what I have said, then that is your problem, not mine.