Oh, I'm sure you'll squeeze the usual one cent out of that turnip (maybe). But the EPS isn't as important as revenue growth. THAT'S where the microscope is going to be. The street knows CSCO can beat by a penny for the rest of eternity, but is the gorilla sustaining it's growth rate??? EVERYBODY's looking for cracks in the gorilla and with NT, LU, ALA, NN, JNPR, etc. chipping away at your revenue base, CSCO HAS to weaken sooner or later.
With your astronomical PE, this could be the quarter that turns the worm.
Have a hap, hap, happy day!!!
I'm singing in the rain, just singin' in the rain...
(PS I welcome dragging LU down with CSCO, Im buyin' LU and NT ALL THE WAY DOWN!!!) |
