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: craig crawford who wrote (12566)	2/18/1998 8:23:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

They earned 0.82 (0.39 + 0.43) pro-forma. How did you arrive at 0.92? Craig, thanks for the info. The .92 did not correct Q1 for the new reporting (diluted earnings).. So, $1.69 to $1.77 is the range analysts are calling the year at. We've got .82 in the bag. What do you think.... given the upcoming war in IRAQ, the continued Asian crisis (Indonesia firing the bank chief and the possibility the IMF pulls the plug on them), and whatever else... Does Cisco hit this target? Gary Oh... and I love this one... No, I haven't changed anything. Cisco has not delivered due to outside factors. Perhaps you should run for office. hehehehehe... very nice. What outside factors have caused Cisco to not deliver???? I'm assuming you mean product since they have in fact delivered on earnings. Now I can't imagine an outside factor that would impeded their product delivery. I do agree that they should have been more aggressive on product delivery, but the competition has yet to take advantage of this apparent weakness. Regardless, the stock is doing very well, thank you very much. With competitors (which have missed) at PE's in the mid 30's to 40's, why shouldn't CSCO be at 50? The entire market is valued on the high end. Where would you put your money (other than shorts).. You're not shorting the entire market are you? Again, regardless of lowered estimates...CSCO has made targets and pleased the folks that count - the money managers.