Cisco Systems, Inc. (CSCO) 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 : Cisco Systems, Inc. (CSCO)

CSCO 84.82

+3.0%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Techplayer who wrote (32740)	3/14/2000 8:43:00 AM
From: MikeM54321	Read Replies (1) of 77400

Techplayer- If you pick apart the 1999 numbers I linked to, supposedly ALA did $6.51 billion. NT did $5.58 billion. LU did $4.65 billion. These figures include digital cross-connects. I noticed in your Dataquest mention, there is no DCS in their figures or they didn't mention SDH either. But they are only estimates and I've seen big discrepencies between the research firms. Let me know if you can find the Dataquest figures. It would be interesting to compare them to RHK and others. I'm trying my best to track them but it's not easy because of all the fine print and lack of standard terminology. For those that don't know, CSCO reported $200 million in, "optical," revenues during 2000 Q2 ended Nov99. Pretty close to a $1 billion run rate. I don't recall what Chambers forecasts were. I don't even know if he tried to predict. I'm guessing everyone knows there will be more M&A for CSCO that could greatly effect any optical revenue forecasts. Thanks. -MikeM(From Florida)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next