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: StockMan who wrote (15687)	8/4/1998 6:14:00 PM
From: JRH	Respond to of 77400

Looks like BAY grew faster this Q, than this dog Cisco (And cisco is saying they are taking market share, and of course the analysts will believe this). A MEDIOCRE performance from a MEDIOCRE products company!!! Wow, Stockman, you are right! I see the light now thanks to your fact-supported words of wisdom. Thanks!! JRH

To: StockMan who wrote (15687)	8/4/1998 6:38:00 PM
From: bgg	Read Replies (1) \| Respond to of 77400

Stockman -- I can't help it .... DUH! Come on! This "Dog" Cisco just posted an excellent quarter. Increased gross margins, grew more than 30% annually (Bay grew 15% year over year), 3-2 STOCK SPLIT, etc., etc., etc. Did you catch that? Not even you can paint a bad picture here. Try reading the release more carefully... Chambers said Cisco gained more market share this YEAR. You shouldn't bother posting this kind of crap, especially when you post blatantly false (or poor thinking) information. Cisco grew revenues at a 31% rate (guess you were wrong again). Bay at a 15% rate. 3Com at a -1 or 2% rate. Lucent at 19%. Please, please don't embarrass yourself and waste our time! By the way, trying to compare sequential growth between Cisco and Bay this quarter proves you fail to grasp even the basics. Bay increased sequentially by 13% after tanking the prior quarter. Not too hard to post a good gain after such a lousy Q3. Even with a 13% increase, Bay didn't even come close to meeting the Q2 revenue number, in a growth market. Bay: Q4: $618 Million (+13%) Q3: $547 Million (-17%!!) Q2: $644 Million Q1: $601

To: StockMan who wrote (15687)	8/5/1998 10:04:00 AM
From: Ove Hansen	Respond to of 77400

> Looks like BAY grew faster this Q, than this dog Cisco (And > cisco is saying they are taking market share, and of course > the analysts will believe this). > > A MEDIOCRE performance from a MEDIOCRE products company!!! You might be a rotten stock analyst, buy at least you're a great comedian! Promise us you will never go away!