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


To: Tony Viola who wrote (39098)8/8/2000 7:41:42 PM
From: Road Walker  Read Replies (1) | Respond to of 77397
 
Tony,

I don't know about the articles/polls. From the cc, the way he handles the analysts, the respect he shows his management team, the focus on execution, the vision thing.

It's also great that the earning were again .01 over expectations, to be honest I like it better than .02 or .03 above. It is getting to the point where the street will feel real comfortable going into Cisco earnings.

Chambers was also very strong in his forward guidance, saying that the next 12 months should be near the top of the 30% to 50% growth range. That Cisco has never felt more comfortable with it's prospects. I admit that I get skeptical before each Cisco earnings report, and I always end up saying "Wow".

A great call, a great company in the right place at the right time with the right people. I'm very impressed, again.

John