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

To: The Phoenix who wrote (38930)	8/8/2000 10:07:03 AM
From: The Phoenix	Respond to of 77400

Technical comment. Watch 67... if we break through there during the day we should move to 70 on any reasonable report tonight. If we break though 70 (assuming a strong earnings report) we go higher. OG

To: The Phoenix who wrote (38930)	8/8/2000 10:55:11 AM
From: JRI	Read Replies (1) \| Respond to of 77400

I agree about that..the rev. number is going to be VERY carefully watched.... It looks like Cisco has guided analysts to 5.4B (wink, wink) which is 10% sequential, 52% Y-O-Y... Assuming Cisco knows what they are doing (and they do), they are likely to come in higher than 5.4B.....how much? Hmmm.. I think the market will want to see continued higher % reveune growth (in order for the stock to go further).......even though Cisco is getting into some rarified air here (growing revs so quickly off such a large base)....last 1o quarter's % (y-o-y) growth....notice the ever increasing trend.. % rev. growth (y-o-y, each quarter..starting mid '97): 27, 33, 35.9, 38.6, 40.7, 44,67, 48.5, 50.7, 52.3, 55.1 (last quarter)... so, in order to BEAT 55.1% (last quarter's y-o-y %)....Cisco needs to do around 5.53B or better... I'm betting on 5.6B (57.3% gain).....it is a tall order...but Cisco almost always rises to the occasion....I think 5.6B+ will get the stock above 70...we'll see....