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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (13664)	5/11/2004 6:24:00 PM
From: Peter Joseph	Read Replies (2) of 110194

Just finished listening in to the Cisco conference call. Very upbeat, more so than the previous few quarters. Sales up 22% year over year. And this is in Cisco's traditionally (seasonally) weakest quarter. Commodity pricing pressures barely a blip: Might affect gross margins by ~0.5% in the next quarter. Gross margin for this quarter was 68.8%! Also mentioned twice was the "continuing foreign exchange impact". Q4 guidance up 3-5% from Q3. Of course with the caveat of world GDP growth. <g> Consistent, but not spectacular, very Cisco-like results. At the very least, this should have a calming effect on the markets tomorrow. Peter, taking a break from the train-wreck doom and gloom <g>

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