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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: John Stichnoth who wrote (34409)11/6/2000 4:51:49 PM
From: Bruce Brown  Respond to of 54805
 
A quick tour through the Cisco numbers while I'm waiting for the CC.

• Revenue growth was on the high end of expectations and came in at 66.4% y/y and 14% sequential.

• Gross Margin 63.5% down slightly

• Net Margin 20.9%

• That Foolish Flow ratio that jumped up to 1.07 got even less attractive to 1.15 this quarter. Still healthy, but that's trending in the opposite direction that we would like to see.

CC is starting....

BB