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.

Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Joseph Waligore who wrote (11593)	11/6/2002 5:31:16 PM
From: Jorj X Mckie	Respond to of 57110

17:26 ET CSCO Cisco Systems gives fiscal Q2 guidance below consensus (12.96 +0.27) -- Update -- On call, says its own visibility has tightened, and hence, it is being conservative with its guidance... for fiscal Q2 (Mar), it is projecting revenue to be sequentially flat to down 3-4%, which implies revenues in range of $4.61-4.80 bln; Multex consensus is $4.92 bln... gross margin projected in 66-68% range; opex to be down slightly from fiscal Q1... CSCO +0.33 at 13.29 17:21 ET CSCO Cisco Systems comments on fiscal Q2 outlook (12.96 +0.27) -- Update -- On call, Chambers says that in areas where CSCO can control, and influence, he is more optimistic heading into fiscal Q2 (Jan) than he was heading into fiscal Q1 (Oct)... but with respect to external factors, he is more cautious heading into fiscal Q2 than fiscal Q1 because customers' visbility has tightened even further