Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (4704)	8/6/2002 5:49:29 PM
From: Return to Sender	Read Replies (1) of 95487

From Briefing.com: Update -- CSCO Cisco Systems Provides Guidance (12.07 +0.71) -- On call, company expects Q1 (Oct) revenue to be "flat to up slightly - low single digits." Q4 revs were $4.83 bln while Multex consensus is for Q1 (Oct) revenue of $4.976 bln, so that translates to +3%, sounds like maybe a slight warning or in-line... "would not be surprised to see book-to-bill below one"....expect gross margin in mid-60% range... company does not provide EPS guidance... stock moves higher on guidance to 12.93. This is the one thing I did not expect would happen. The market is reacting well to this guidance. CSCO is now at 13.02

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next