Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: jerryrom who wrote (51531)	4/16/2001 8:25:23 PM
From: t2	Respond to of 77400

30 to 50 percent long-term? I fell for this lie once and i will not fall for it again!!! You have to remember what he said. He said their markets that they participate in will grow 30% to 50%--whether they dominate the market or a competitor. That is the key. I don't believe it will be Cisco..actually you never know. The biggest threats are probably JNPR and CIEN to the big networkers Cisco and NT. Can anyone confirm that JNPR does not have a signifant market share in the enterprise biz? JNPR is only taking big share away from Cisco in carrier.

To: jerryrom who wrote (51531)	4/16/2001 8:26:52 PM
From: Craig Lawler	Read Replies (2) \| Respond to of 77400

The conference call was great... They dodged so much and said wait until May 8th and we will go into details. They would not address the Vendor financing question that one analyst asked and they are assuming that a turn around by year end will reduce inventory to around 700-$800 mil. That is their target. Sorry, how is this going to happen when they admitted there is a technology shelve life to their components and they expect flat to 10% reducing next quarter. Chambers was so blue sky it was making me sick. This was not a flush, this was just a little piss in the water. They are praying things will change otherwise more write downs next quarter IMHO. On person asked about that 30-50% growth rate and Chambers danced. Basically, the called got him to agree that the growth rate could be from where CSCO bottoms out, not from their previous highs... although in typical Chambers fashion, he said, it could be possible. What scares me is how they did not address vendor financing completely or VC investments.

To: jerryrom who wrote (51531)	4/16/2001 9:03:09 PM
From: Jacob Snyder	Respond to of 77400

re: "I fell for this lie once and i will not fall for it again!!!" Why does everybody get so emotional, and start pointing fingers and screaming, whenever bad things happen? Why is Assigning Blame more important than figuring out What Happens Next? IMO, CSCO management believes what they said, and (also IMO), it probably will happen. Notice the caveats, though. They didn't say: 1. how long till the economy turns around. (End of 2001? 2003?) 2. how long till the industry turns around. (probably after the economy turns around) 3. at what level sales will bottom.