SI
SI
discoversearch

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 73.99+3.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kvkkc1 who wrote (60847)8/7/2002 1:58:40 PM
From: Lizzie Tudor  Read Replies (1) of 77398
 
You hit the nail on the head in present day telecom. They have an inability to provide services in a profitable way. They're in a downward spiral.

You know that most of Cisco's business is enterprise, right? It juniper and some others that sell into the carriers primarily, and since cisco was losing share to jnpr once, the telecom collapse allows cisco with their cash position to put pressure on jnpr and build out their product offerings for the carriers.

And the analysts are raising estimates, based on what?

I think its the 13% y/y revenue increase, 500mm more revs this July qtr than last. Can't argue with that, can you? And this is mostly enterprise is my guess, whats gonna happen when the carriers DO come back and cisco gets that business in its entirety?

This is all fundamental, I know the stock mkt is in a funk so not buying here is probably as good a strategy as any, you probably won't miss much.
L
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News