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To: robert b furman who wrote (885)	5/11/2012 12:44:22 PM
From: The Ox	Read Replies (1) \| Respond to of 8243

Few (if any?) large cap tech stock have 50% of their stock price in cash! I can't find another but I didn't spend a lot of time looking. I understand a company like IBM having over $10/share or AAPL having $30/share in cash but I think CSCO needs to do something with their money!! At the absolute, very least, return it to investors. R+D is down, Sales and Marketing is down and they still created $9 billion in cash flows for the past 9 months. Yet they return only $1.7 Billion (aprx) to shareholders a year. Stupid is, as stupid does. Why hoard money? Why not show the market that CSCO can be a decent investment? I'm not suggesting giving away the farm. But let's get real here, in this environment, sitting on that much cash is just dumb and I believe that's one of the reasons they are getting hammered. Maybe their intention is to cloud the whole industry so they can buy someone at a cheaper price? This is about the only strategy that makes any sense, with the only other (cynical) thought being that the insiders simply want more "cheap" options and they could give a rats ass about their current investors.... I totally appreciate what you've said and I am guessing, over a longer period of time, we'll be looking back at these companies as being "cheap" in stock price. EDIT - I used "cloud" intentionally....<g>