Thread: Just saw House on CNBC. They headlined earnings as .28. The strongest message he got across, repeatedly, is that revenue growth has beaten CSCO for three quarters in a row, that BAY is taking share from CSCO, that BAY is growing in Asia, despite problems, that Europe is strong, especially the UK and Germany in the last month of the quarter, and that BAY is the only major supplier with layer 3 on the market.
He was a bit wooden and over-rehearsed, but very clear. Overall, very positive.
I think results should have been 29/30 as I predicted, other than that I like it! I also predicted a move up to the 31-33 range after results in January with a move to 35 at least intraday. I am not sure about that now, but still hoping.
Vepoc |
