Replies to post #105077 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

"Does $30 sound outrageous for CSCO?"
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SantaCruz...

Frankly, $16 seems outrageous to me.

Is anyone out there listening to the CC?? It looks a bit like Chambers might have barfed at one of the analyst's questions, dropping from over 15.90 to 15.63 in a heartbeat.

Must not have been his usual charming self <gg>.

mlsoft

[augieboo]

Smiling John's fantastic guidance going forward should really heat things up:

Pro Forma Guidance for Q4FY03
• Revenue: flat
• Gross Margins: 68-70%
• Operating Expenses: flat to up 1-2%
• Other Income and Expense: flat
http://media.corporate-ir.net/media_files/NSD/CSCO/presentations/Ciscoq3fy03confcall.pdf

Any time I hear "revenue flat" along with "expenses flat to up" it really gets me in the mood.