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

To: The Phoenix who wrote (24983)	5/5/1999 7:01:00 PM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 77399

You are saying they will do well in both? How well and why? eom

To: The Phoenix who wrote (24983)	5/5/1999 7:44:00 PM
From: Mr.Fun	Read Replies (5) \| Respond to of 77399

For Cisco, this quarter has 14 weeks vs. sequential and YoY compares that are only 13 weeks. Cisco doesn't report on a calendar year basis - it uses a 52 week year w/ 13 week quarters. Once every 5 years or so it needs to add a week to catch up to the calendar. This is such a year - 53 weeks - and this is such a quarter 14 weeks. Surprisingly, alot of the buy-siders haven't figured this out, although the sell siders all seem to know it. Bottom line: CSCO started this quarter 7.6% ahead. Even if it shows no real sequential growth in revenues, it ought to beat expectations by 1 cent. Now, if CSCO tries to get cute and defer alot of revenue, I expect a sell-sider or two to blow the whistle on the extra week. I expect CSCO to beat the number by two cents, get an initial bump, but trade off for a little while after. We are slightly over weighted now (back in at $99), but I'll sell off if the #s don't equate to real sequential growth.