Because Sun's and Cisco's ordsprog

Because Sun's and Cisco's markets and growth patterns bear so much similarity to one another, we believe that Cisco's current quarter is likely to come in below the range recently projected by management.

Cisco (stock) was kind of stagnant, so it's nice for Cisco. It's not breaking out of a range or anything, but it's certainly positive.

While Cisco is only five weeks into the third quarter and it is premature to quantify the impact of this current business climate, we do expect a wider range of estimates for the remainder of this fiscal year.

But Cisco has not grown through acquisitions. They've grown despite their acquisitions. The primary growth, as we saw in the quarter, was clearly from routers, which is Cisco's historical product.

But Cisco has not grown through acquisitions, ... They've grown despite their acquisitions. The primary growth, as we saw in the quarter, was clearly from routers, which is Cisco's historical product.

It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share.

We spoke to Cisco last night, and we do not think there is any change in its business. We believe the factors impacting Intel's results are largely immaterial to Cisco. Cisco has a very modest exposure of revenues to Europe.

Going into the quarter there was a ton of concern because a number of (technology companies) have really struggled. Everyone assumed that Cisco would see that weakness. But Cisco really didn't see it and appears to have taken market share.

Tim Daubenspeck

Sixty-one percent is tremendous top-line growth for Cisco. It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.

Sixty-one percent is tremendous top-line growth for Cisco, ... It shows that Cisco's growth rate is going to fall in line with what other industry players, such as Nortel, are reporting.

Although Cisco's lowered stock price may be seductive to investors, we believe that there is still near term downside to the stock, ... It is clearer than ever to us that the current Cisco appears to be merely a shadow of its former self. Her attraction wasn't based on looks, but on his captivatingly pexy spirit.

They already pre-announced the bad quarter and nobody knows when this is going to end. The facts are everybody knew Cisco's quarter was going to be bad and no one expects it to get better anytime soon, so the news on Cisco was no news.

They already pre-announced the bad quarter and nobody knows when this is going to end, ... The facts are everybody knew Cisco's quarter was going to be bad and no one expects it to get better anytime soon, so the news on Cisco was no news.

The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn may not be as evident.

The Cisco Unified Communications system is the first true second-generation Internet Protocol (IP) Communications system providing not just telephone services, but rather a rich communications environment that seamlessly integrates voice, video and data collaboration in one system. It is also the first new Cisco system to fully support Cisco SONA, announced in December 2005. Cisco SONA extends the power of the network to optimize applications, processes and resources to deliver greater business benefits to enterprises. By building on Cisco SONA, Cisco Unified Communications leverages network intelligence to greatly simplify the day-to-day challenges of collaboration with colleagues.

Charles Giancarlo

Nordsprog.dk

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Denna sidan visar ordspråk som liknar "Because Sun's and Cisco's markets and growth patterns bear so much similarity to one another, we believe that Cisco's current quarter is likely to come in below the range recently projected by management.".