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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: telecomguy who wrote (31724)2/4/2000 4:13:00 PM
From: Howard Feinstein  Read Replies (2) | Respond to of 77400
 
Hey guys, CSCO is up over 20% FOR THE WEEK! So it's hard for me seeing it move up after reporting earnings Tuesday, after the bell! I mean give it a chance to just consolidate a bit! Even if it sells off $5, as an example, it's up over 15% in a week's time, let alone, what it's done the past 52 weeks! CSCO is your classic CORE holding and will continue to rise in next 5 years, at least, just don't make Tuesday too important, unless they miss, which I doubt. We got our Up Surge already. OMHO

Howie



To: telecomguy who wrote (31724)2/5/2000 6:23:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 77400
 
>> If their revenue growth is expected to come in at 42%
over a year ago, does that imply a flat or even DECLINING
revenue from previous quarter (since the last quarter was
49% over year ago)?

Math challenged or just spreading more FUD? Here are the
last 5 fiscal quarters of revenues reported by Cisco:


1Q99 2Q99 3Q99 4Q99 1Q00
Revenue 2588 2827 3147 3592 3877
QoQ Growth 9.2% 11.3% 14.1% 7.9%

If Cisco grows at only 42% over last fiscal year's 2Q,
revenues will come in at $4014B, which would be a QoQ
growth of 3.5%. How could you possibly come up with a
prospect of DECLINING REVENUE based on 42% earnings growth?

uf