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

To: gc who wrote (18625)	10/31/1998 9:52:00 AM
From: jach	Read Replies (3) \| Respond to of 77400

<30 - 50% growth> Growth is not as important as profit margin. Revenue can increase because of market expansion, but the profit margin can drop because of intense competition.

To: gc who wrote (18625)	10/31/1998 7:27:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 77400

I believe it was during the last CC following the June 98 Q report. Tulvio

To: gc who wrote (18625)	11/4/1998 12:19:00 AM
From: Tulvio Durand	Respond to of 77400

I believe this Oct 13 article is the last reference by Chambers on Cisco's projected revenue growth: biz.yahoo.com ... While declining to comment on short-term business trends ahead of the company's quarterly earnings report early next month, Chambers said growth in Cisco's core corporate equipment business was closely tied to capital spending. In economies that are growing well, he said, Cisco continues to grow in excess of 30 percent. But in economies that are struggling, the data equipment maker is growing from 0 percent to 30 percent and in economies in recession Cisco's revenue growth is negative. However, he suggested the company may be able to offset any slowdown in the corporate equipment market by the current upswing in business to phone service providers around the globe. Chambers said Cisco has capitalized on the turmoil in Asia to capture ''dramatic'' gains in market share. He said his company has boosted its work force fourfold in the last 12 months in the Asia-Pacific region, not including Japan. The economies "not doing well" or "in recession" amount to no more than 10% of Cisco's total business. If this business is flat, then it would reduce revenue growth from "in excess of 30%" to 27-plus-%. Chamber held open the possibility of offseting the slowdown in those regions by the current business upswing to the telcos. Adding it all up, I think it means a 29-to-32% (my guess is 30%) revenue growth will be announced tomorrow. Tulvio