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 75.25

0.0%

1:39 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: zbyslaw owczarczyk who wrote (47825)	2/3/2001 9:27:06 AM
From: The Phoenix	Read Replies (1) of 77400

I was just kidding about Germany ZO.. of course Germany is important. It's actually an inside joke. <vbg> That said, I don't think Siemens is responsible for 10% of Cisco's revenue... I don't think Cisco has a single customer like that. First Cisco (in the last 10Q) has 30% of it's sales in Europe, Middle East, Africe (EMEA)... and if Siemens is responsible for 10% of Cisco's revenues (or more) you're suggesting that they are responsible for 35% of Cisco's EMEA business.... I sincerely doubt that. Further there's this little tid-bit in the 10Q on page 12. No single customer accounted for 10% or more of net sales during the three months ended October 28, 2000 and October 30, 1999. I'm sure Siemens is an important customer for Cisco but you should double check your data before posting what could be percieved as quite negative. Do you have URL for "Unisphere". The company on the web that I found doesn't manufacturer or engineer hardware or software... they're a reseller... OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next