Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (5)	5/10/2000 12:06:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 405

Gary, thanks. I listened to selected pieces of the CC and won't have time for the remainder today as I am consumed by a sea of red on my portfolio....tp

To: The Phoenix who wrote (5)	5/10/2000 1:52:00 PM
From: JRH	Read Replies (1) \| Respond to of 405

I recall that Cisco painted a pretty darn optimistic future going forward. As always they restated their concern about margins but suggested that growth in the service provider markets were continuing to accelerate. Enterprise... well, there's little competition at this point. To be totally honest, Cisco had a great quarter, but it does worry me, to an extent, that one of the reasons it was so good was because of the surprising strength of the enterprise sector. Let's face it: enterprise is not where the $50 billion in sales is going to come from in three years. True to the past, revenue and earnings expectations will be increased for the future going forward. But what happens when the enterprise division is not growing 20% sequentially (as it was last quarter, if I am correct)? Of course they are also doing extremely well in the service provider industry. And that is where the pot of gold lies, not in the enterprise sector (though I'm not complaining about the strength of the sector). Thoughts?