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: Lizzie Tudor who wrote (62279)	11/6/2002 5:56:10 PM
From: RMP	Read Replies (1) \| Respond to of 77400

CFO said he expects second-quarter revenue to be "sequentially flat to down 3 to 4 percent" from what it had been in the first quarter. This doesn’t look good for the enterprise market. Hope I am wrong. Perhaps the news in the future news will be better. On the other hand csco expects to have a gross profit margin of 66 percent to 68 percent in the second quarter, Carter said, adding that operating expenses will decline "slightly" from the first quarter. Carter said he expects that Cisco will continue to generate $300 million to $400 million per month in cash.

To: Lizzie Tudor who wrote (62279)	11/6/2002 5:59:47 PM
From: BWAC	Read Replies (1) \| Respond to of 77400

Another profitable quarter in the books, another Billion dollars of stock bought back, another batch of options exercised, another success, same old same old..............just like same old tired arguments that CSCO is an overvalued, operationally deficient, balance sheet defective, COGS manipulating, used to be $65 pos. I see a $90 Billion valued company, reeling back in $1 Billion of stock a quarter. With $20 some Billion of cash still. Must be doing something right? I have no idea why certain people continue to hate this company at any price, or any result.