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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: t2 who wrote (42751)	11/6/2000 9:53:29 PM
From: bambs	Read Replies (2) of 77400

Cisco Chief Financial Officer Larry Carter said sales will rise ``high single digits to low double digits'' in the second quarter from the first quarter this year. 6.5 billion this quarter was 13.9 % revenue growth over last quarter. Carter is calling for `high single digits to low double digits'. So what's that? Sounds like less then 13.9% at least! Now here's Sagawa... ``I don't think Cisco has as much visibility into the next two to three quarters as they would like. They're putting a brave face forward,'' said Paul Sagawa, analyst with Sanford Bernstein, who says Cisco's rate of earnings growth will 'decelerate''. So CSCO has to do 11.6% quarter over quarter growth to maintain the year over year growth rate of 67%. That's 7.28 bil. I guess Sagawa is thinking that the quarter over quarter growth rate will be closer to the `high single digits' then to the 'low double digits' Larry Charter forcasted. There you go! 11.6% Q2 over Q1 and 67% year over year for 7.3 bil or the revenue growth rate slows. It's a tall order...will csco be up to the task? And will the stock be up with it? Bambs

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