SI
SI
discoversearch

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.
Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (7736)8/8/2000 5:45:59 PM
From: Wes Stevens  Respond to of 24256
 
The talking heads seem to like csco's numbers. I know they are selling more switchs then they can make. Lead time to get a switch right now is 7 weeks.

The gross margins comment they put in every time. But it is probably starting to come true as they do not make as much margin on a switch as they do on a router.



To: Jack Hartmann who wrote (7736)8/8/2000 5:48:59 PM
From: Wes Stevens  Read Replies (2) | Respond to of 24256
 
cnbc just announced that the number 2 man at csco just resigned to take a ceo job at another company. Not having much effect on the stock ah.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News