SI
SI
discoversearch

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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bruce Brown who wrote (34355)11/5/2000 9:01:57 PM
From: DownSouth  Read Replies (2) of 54805
 
Sir Lyre, Thanks for the provocative, insightful comments about CSCO.

I also want to remind everyone that we heard early in CSCO's FY that Chambers is talking internally about growth goals far above what he speaks of publicly. I have heard numbers in the 70% and more range as John's internal goal.

Now, we all know that a salesman CEO like JC likes to hype his sales team to new heights, like aiming an arrow high so that it reaches the target even when not pointed where it is "aimed". But, knowing JC's personality from experience, I can honestly say that when he makes those internal pronouncements, he believes that those goals can be reached if everyone does their job and external factors develop as he expects. Making such pronouncements to analysts and shareholders would be irresponsible, setting expectations on too high a plain of risk.

We all know that CSCO will beat the street numbers by $.01. JC's tone and enthusiasm forward looking are what we must really key on.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News