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


To: yard_man who wrote (15637)8/4/1998 4:28:00 PM
From: gbh  Respond to of 77400
 
Good, definitely. Good enough, maybe...



To: yard_man who wrote (15637)8/4/1998 4:29:00 PM
From: Paul Shread  Read Replies (2) | Respond to of 77400
 
It's good. It's just not what the market expected. Pretty consistent earnings growth, though. Quote, anyone?



To: yard_man who wrote (15637)8/4/1998 4:29:00 PM
From: Bush Hogger  Read Replies (1) | Respond to of 77400
 
Looks great. Revenue growth is accelerating. Up 35% vs us 33% last quarter. Revenues up 9-10% sequentially. Stock Split. What more could you want?



To: yard_man who wrote (15637)8/4/1998 4:30:00 PM
From: Jim McMannis  Respond to of 77400
 
Cisco just announced a 3-2 stock split...a nice day to have backed up the truck and loaded up with Cisco stock...
Where is Stockman these days?

Jim



To: yard_man who wrote (15637)8/4/1998 4:50:00 PM
From: Gerald Walls  Respond to of 77400
 
Who thinks this is good? Raise your hand.

This is exactly what should have been expected. CSCO always meets or beats by $0.01, never more. The 3:2 split was due and anticipated.

biz.yahoo.com

''You will not find them blowing out a quarter,'' Merrill Lynch analyst Joe Bellace said of the possibility that Cisco, the dominant maker of computer network gear, might blast past Wall Street's earnings consensus of 47 cents per share.

''The report is always in line with consensus or a penny better than expected -- never any better or worse,'' Morgan Stanley analyst George Kelly agreed.



To: yard_man who wrote (15637)8/4/1998 5:26:00 PM
From: Cynic 2005  Read Replies (1) | Respond to of 77400
 
Good for what? I think they are good for a stock with PE of ~25 and a stock price of 40. Bad for a $90+ stock with a much higher PE (granted, operating PE only.) Then again, PE doesn't mean a jack Sh*t because each Q Cisco has a lot of smoke and mirror with recurring non-recurring charges.
-MMV