Zeev's Turnips - No Politics 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.

Strategies & Market Trends : Zeev's Turnips - No Politics

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TREND1 who wrote (63375)	5/7/2002 8:15:18 PM
From: Steve Lee	Read Replies (2) of 99280

Gross margins can be manipulated in the short term. Revenues are harder to manipulate and are a better barometer on the state of the company's market, and any pricing pressures out there. CSCO was able to cut back in the last quarter but they still reaped the benefit of the R&D, brand building, education programs, marketing etc etc that happened in the prior years - without having to account for them in this quarter. Not a maintainable situation. Gross margins from quarter to quarter are not important IMO.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next