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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.8%Nov 14 9:30 AM EST

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To: The Phoenix who wrote (41454)10/25/2000 3:38:49 PM
From: telecomguy  Read Replies (2) of 77399
 
Gary, he doesn't have the balls....or money probably to short CSCO!

I think CSCO will report good numbers as usual as their business is not as lumpy and subject to high variance as NT due to the fact that bulk of their business comes from enterprise with low ticket boxes ...i.e. higher number of customers generating lower amount of revenue gives CSCO more stable revenue generation. Not good or bad -- just different market and different customer base. When they go more into Carrier space their revenues will also experience more variance since revenue recognition & control over implementation is much more complex in the mega network infrastructure building project.
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