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


To: FESHBACH_DISCIPLE who wrote (42745)11/6/2000 9:19:21 PM
From: Peppe  Read Replies (2) | Respond to of 77400
 
agree with chambers i just think their margins have come down and they haven't fessed up to that yet.

How long have you been following CSCO ? Chambers has been warning the street for years that margins would erode slowly.

I can understand the bears wanting to find -ives about these earnings. Reality is they are defying market dynamics that we are all used to in growing this fast. Their guidance simply blew me away.

CSCO and NASDAQ will both rock tomorrow. Hope the shorts covered...

peppe



To: FESHBACH_DISCIPLE who wrote (42745)11/6/2000 9:50:11 PM
From: The Phoenix  Respond to of 77400
 
FESH,

As Peppe already pointed out... Chambers and team has been suggesting lower margins for about 2 years now. This isn't news.... What is news is that margins continue to hold up even in the face of these predictions.

OG