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 (16112)	8/18/1998 5:14:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Hmmm, interesting. I didn't know DELL was making networking equipment. OG

To: craig crawford who wrote (16112)	8/18/1998 5:48:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Just to set the record straight. Cisco for Q498: Net income 523M on sales of $2.4B Cisco for FY1998: Net income $1.9B on sales of $8.5B DELL for Q299: Net income 346M on sales of $4.3B DELL for first half 99: Net income of 650M on sales of $8.2B You can do the margin math yourself. Looks like sales for Dell are up 10% quarter on quarter (Q1 to Q2) and income is up 14%. Nice numbers without a doubt. Cisco's sales were also up 10% quarter on quarter and income was up 8%...also not bad. Looks like two great companies to me. I think at this pace it'll take DELL about 100 years to be able to buy CSCO. One factor that needs to be evaluated however will be potential market growth and competition as well as current stock valuations. But, I don't have time for that analysis now. OG