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 79.25

-0.3%

11:02 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mehitabel who wrote (39933)	9/15/2000 9:30:17 PM
From: Tulvio Durand	Read Replies (2) of 77400

... There certainly is no hint or whiff of problems there that I have seen. CSCO results have been too strong over the past two quarters, and accelerating! to let that sort of thing affect any decisions ... One thing that bothers me about last Q results -- 40% of earnings came from non-core business as in "earnings from other investments". This unusually large percentage, from about 10% or so in prior Q's is, to me, cause for alarm. How do you (or anyone) rationalize CSCO's dependency on 40% earnings from non-core business to continue beating earnings estimates by a penny? Tulvio

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next