Jach,
You should research your comments before you post. Have you visited the Cisco web site? If you do some simple searches on the Cisco web site on say, ss7, scp, voice, etc.. you 'll see a plethora of information on cisco's voice technology. They are well down that path and to assume they aren't is short sighted. Here's a couple of quick URL's I pulled...just a sampling...maybe not even the best stuff, but there is so much to chose from. Good luck on your search...
cisco.com
cisco.com
cisco.com
cisco.com
cisco.com
cisco.com
cisco.com
Oh, one other thing. Cisco, MSFT, DELL and INTC make up such a large percentage of the NASDAQ that it's not surprising that Cisco stock price at that index move in a similar pattern. Still, Cisco continues to outperform the index - translation - Cisco has, at least in the past, beat the market. Going forward if Cisco was going to warn John would not be saying he is comfortable with industry growth of 30%-50%. He would be politicing this number down. He is not. Seems to me that he feels this is "in the bag". Remember, if he doesn't warn he's got a stockholder lawsuit and the market will tank. He know's what's at stake and he knows how to manage the situation. Be his actions you can see that he is comfortable and so, we should also be comfortable.
Data points for you....
3 year comparison (CSCO, SPY, NASD)
chart3.bigcharts.com:80/chart?time=10&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=68&y=11&sid=6458&sec=c&xyz=244893404&s=22725
1 Year comparison (CSCO, SPY, NASD)
chart3.bigcharts.com:80/chart?time=8&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=54&y=12&sid=6458&sec=c&xyz=244783654&s=11519
3 month comparison (CSCO, SPY, NASD)
chart6.bigcharts.com:80/chart?time=6&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=74&y=19&sid=6458&sec=c&xyz=244600433&s=14682
NOTE: That in every CSCO pullback on each of these charts that Cisco never dipped below SPY or NASD....basically from out the shoot CSCO outperformed. Now, where do you place your bet?
OG
Oh..geez, in one message I've posted more "real" information that Stockpuke has posted on this thread in his entire nacent life. But, then, that's not a surprise - is it. C'mon little man.... Let's go.... We need the swing on Monday...Post me little man... |
