I agree about that..the rev. number is going to be VERY carefully watched....
It looks like Cisco has guided analysts to 5.4B (wink, wink) which is 10% sequential, 52% Y-O-Y...
Assuming Cisco knows what they are doing (and they do), they are likely to come in higher than 5.4B.....how much? Hmmm..
I think the market will want to see continued higher % reveune growth (in order for the stock to go further).......even though Cisco is getting into some rarified air here (growing revs so quickly off such a large base)....last 1o quarter's % (y-o-y) growth....notice the ever increasing trend..
% rev. growth (y-o-y, each quarter..starting mid '97): 27, 33, 35.9, 38.6, 40.7, 44,67, 48.5, 50.7, 52.3, 55.1 (last quarter)...
so, in order to BEAT 55.1% (last quarter's y-o-y %)....Cisco needs to do around 5.53B or better...
I'm betting on 5.6B (57.3% gain).....it is a tall order...but Cisco almost always rises to the occasion....I think 5.6B+ will get the stock above 70...we'll see.... |
