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To: Soumya De who wrote (20847)11/3/1997 9:29:00 PM
From: Chris Lin  Read Replies (1) | Respond to of 61433
 
The 10% quarter to quarter growth is in "revenue".
Due to the pricing pressure the "profit" will be less.



To: Soumya De who wrote (20847)11/3/1997 9:53:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
<<Somebody teach Ejabat English!!>>

More likely somebody teach that reporter how to report!

This is like election day where only that town in New Hampshire
has reported. Let's wait till tomorrow when the analysts with the
most electoral votes report.

They now have enough information upon which to crank the numbers
into their models and calculate the results. CSCO would love to have
10% qtr to qtr growth - we'll have to see tomorrow how this is perceived.

What was said is that any given quarter is unpredictable, but it
should AVERAGE about 10%. That means Q1 1998 should be around what Q3
1997 was originally estimated - $330 million. Looked at from that
perspective, we have slipped 6 months, but go foreward with
10% sequential growth - until things get better!

I'll take that for any company I invest in.