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

To: Peter Joseph who wrote (69116)	10/20/2005 1:34:02 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

That's correct. Cisco was expecting to grow EPS by $.14-.16 this year, according to analyst estimates. However, options expense, according to an article someone posted here a couple weeks ago, will come in at approximately $.14, effectively wiping out this fiscal year's growth. Why would any investor buy Cisco now that the stock is virtually guaranteed to stay still for a year? The only interest anyone can have now for the next year, will be as a trader's stock. For example, right now would be a good time to buy for a quick 10%+ gain by Jan. Other than that, it's dead money. How sad for a company as fundamentally sound as Cisco.

To: Peter Joseph who wrote (69116)	10/20/2005 3:41:48 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 77400

So all of the earnings growth y-o-y (12 to 14 cents) is now going towards options dilution. Growth stock, anyone? This is folly, analysts don't look at options. If cisco is growing cash flow it is still a growth stock. (I'm not sure if they are growing cash flow right now). Individual investors need to be rational about this options issue imho. If the street doesn't think options are real exenses then they aren't. GOOG is a stock that has options expenses and those that insisted that GOOG was not a growth stock based on their belief that options were "real" and stunting growth were burned badly. JMO.