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Politics : Formerly About Advanced Micro Devices

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To: Tony Viola who wrote (127349)11/6/2000 5:08:58 PM
From: tejek  Read Replies (2) of 1582898
 
Cisco's earnings have beaten estimates by a penny every quarter except one in the last 12 or so. That time it was 2 cents. How dey do dat? Their revenues exceeded the comparable quarter from a year ago by an increasingly bigger percentage for the 15th or so consecutive quarter. That is incredible. After hours flat. All you can say is that CSCO must have "gotten ahead of itself."

Tony,

Its the revenues that are blowing me away. Last quarter when CSCO came in with rev increase YOY of 50%, most thought they couldn't do it again...instead they did better....unbelievable!

I am listening to their report now...only disappointment so far is that their GM slipped a point. The key will be their guidance for the next quarter.

ted
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