Pat,
Great summary from the cc, as usual. There should be no surprise however in my interpretting the results in a more +ive way than you did.
One thing strikes me as a little odd in your post:
On one side you reported:
Growth for enterprise was 33%, for service prividers 80% and small to med bus, 34%.
Yet you conclude:
...their struggles at Telia and Sprint indicate their carrier expertise isn't up to the challenge.
80 % Service Provider growth isn't enough ???
It's okay to like NN and admit that CSCO had fabulous results. This is very positive for the whole sector and hopefully this is what we neede to see companies like NN, CMTO, CIEN and COMS, to name a few, bounce back tomorrow.
On another note, I bought CSCO today at $ 57.25 for a swing trade and sold in aftermarket for $59 7/8 using DATEK's new after hours trading feature. Worked like a charm, made some extra cash, I am one happy guy tonight.
Cheers,
Peppe |
