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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: farkarooski who wrote (63344)5/7/2002 7:16:57 PM
From: augieboo  Read Replies (6) of 99280
 
zetazeta or somebody, help me with this CSCO sh!t.

5:36pm 05/07/02 [CSCO] CISCO CEO SEES Q4 REV FLAT W/ SLIGHT UPWARD BIAS VS Q3

Translation: We aren't growing for the next three months, and we don't have any idea beyond that.

5:36pm 05/07/02 [CSCO] CISCO CEO REMAINS CAUTIOUS ON ECONOMY

Translation: We're buying gold and shotguns.

5:26pm 05/07/02 [CSCO] CISCO CEO: Q3 HIGH-END ROUTER ORDERS DOWN 10 PERCENT

Then I guess JNPR is really dying, unless of course the stories about CSCO eating JNPR's market share were made up by Smiling John et al?

5:22pm 05/07/02 [CSCO] CISCO CEO SEES Q3 'MAJOR DECREASE' IN OPTICAL BUSINESS

Oops. Oh well, analog over copper was good enough for Alexander Graham Bell, why would anybody want anything better?

5:18pm 05/07/02 [CSCO] CISCO CEO: ENTERPRISE ORDERS IN U.S. FLAT IN Q3 VS Q2

THis is exactly why the guy from Sanford Bernstein predicted CSCO's quarter had to suck.

5:17pm 05/07/02 [CSCO] CISCO CEO: U.S. SERVICE PROVIDER REV DOWN DOUBLE-DIGITS

Okay, now I'm really confused. If enterprise business sucks, and service provider business sucks, then where are the revenues coming from for this "HOME RUN QUARTER?"

4:58pm 05/07/02 [CSCO] CISCO Q3 BOOK-TO-BILL RATIO UNDER 1.0

Translation: Next quarter already sucks.
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