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To: MythMan who wrote (10328)11/4/1998 4:55:00 PM
From: Cynic 2005  Read Replies (2) | Respond to of 86076
 
These briefing guys can't even a simple math. Rev up 38%, not 27% as they said. net-income (not per share) is up 34%. Hmmmm.
<<Cisco Systems (CSCO) 65 9/16 +2 3/16: networking equipment maker reports Q1 pro forma net of $0.34 a share, a penny above the First Call mean, vs yr-ago earnings of $0.26; revenue rose 27.7% to $2.59 bln.... >>



To: MythMan who wrote (10328)11/4/1998 4:56:00 PM
From: yard_man  Read Replies (1) | Respond to of 86076
 
Beating by a penny doesn't mean jack either. I've seen a lot of stocks sell off with better margin between the number and the estimates. You may be pleasantly surprised tomorrow, but if you are simply short I wouldn't sweat it -- probably the last hurrah from them, BWDIK -- I didn't short 'em.

PS I still think CLX is a great long term short right here. Today looked like a rather steep double top. (probably get broken tomorrow, huh?)



To: MythMan who wrote (10328)11/4/1998 6:07:00 PM
From: Cynic 2005  Read Replies (2) | Respond to of 86076
 
Re. sickso gross margins - I wonder of any of the drunks on the sickso thread even cared to notice something like this:
<<Rev up 38%, not 27% as they said. net-income (not per share) is up 34%. Hmmmm.>> #reply-6289672