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: MythMan who wrote (16999)	9/14/1998 5:42:00 PM
From: Dave E.	Respond to of 77397

What did you expect Chambers to say, in the midst of Asia - that there are no economic problems? Cisco's sales to Asia are only about 7% of the total revenues so even further declines would not affect them much (OK next we will be looking and worrying about Latin America!). Look on the bright side - if you can - he is obviously not worried about the competition. Dave E

To: MythMan who wrote (16999)	9/14/1998 5:47:00 PM
From: The Phoenix	Respond to of 77397

I think Dave E responded well to your comment. One thing Cisco has always done is manage expectations. Given the ecomonic situation in Asia what would you expect Cisco to do. Furthermore given that they have mentioned this and given that the percentage of Cisco's revenues is relatively small in comparison to other vendors, Cisco will be far less impacted than competitors that don't identify the Asian issue or have larger % revenues from the region. All multinational companies are feeling it. Cisco will feel it less yet still has the foresight to identify the issue. Excellent management once again. OG