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


To: Tom D who wrote (40882)10/15/2000 8:34:11 PM
From: Eric  Read Replies (1) | Respond to of 77398
 
Tom

They would have warned by now if there were any shortfalls.

Cisco's next big router is in beta test with a few companies right now and should be released sometime late this year or early next year to leapfrog Juniper.

Heres a link to earnings report date and investor relations at Cisco.

4. When is the next financial reporting date?

Cisco's Q1 FY2001 financials will be released on Monday, November 6, 2000 after the market close.

investor.cisco.com

Hope this helps

Eric



To: Tom D who wrote (40882)10/15/2000 10:44:32 PM
From: Ed Forrest  Read Replies (1) | Respond to of 77398
 
I am considering selling some CSCO in light of Alexander Henderson's paragraph about market share from Thursday evening.

Have you held Cisco for an extended period of time and if so,has it performed up to your expectations?

From my own point of view it would take more than one analysts report of Cisco losing 4.6% market share to motivate me to sell, or even think of it, a stellar market performer such as Cisco has been.Having said that,nothing in the future is guaranteed.

I have seen no calls of late by other analysts regarding this market share disclosure and it's possible effect on Ciscos earnings going forward.Are you aware of any?
Ed



To: Tom D who wrote (40882)10/15/2000 11:29:28 PM
From: Jorj X Mckie  Respond to of 77398
 
deleted



To: Tom D who wrote (40882)10/16/2000 7:28:27 AM
From: kvkkc1  Respond to of 77398
 
I just did a quick calculation based on the numbers in a market share report similar to the one you referenced. I do not necessarily agree with the numbers they present. Fortunately for CSCO holders, we aren't playing a one track pony.knc

Message 14571286



To: Tom D who wrote (40882)10/16/2000 9:25:49 AM
From: bambs  Read Replies (1) | Respond to of 77398
 
Tom. It's not just about market share. The problem for csco is that they will have to continue to lower their margins to keep market share. The end result will be that this stock is truly dead money.

Bambs