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Earnings Preview: Cisco Systems

Cisco may well remain amazingly strong - we'll have to see. Other than Stifel, who actually tried to assemble some data, the rest of these 'analysts' do nothing more than just take guesses and hope for some accuracy. It's safer these days to completley igonore the wall street boys.

Cisco Currently Looks Cheap

Thanks - good article and good data. This stock is definitely undervalued with a overly-compressed forward P/E - I'm looking to CSCO to rise 15%-20% over the next 3-4 quarters.

Question for Cisco's Chambers: What Exactly Is 'Lumpy' Sales Growth?

"10% growth is nothing to scoff at" - that's for sure! You're bottom line should have been the title of the article!

Under The Radar News - Wednesday

Cisco' Quite Cutbacks? Bernanke's Private Horror Stories? Where do you get this baloney? Unverified, low impact, innuendo....geez, I'm just wasting my time reading stuff like this. Do you have any real and actionable information to offer? BTW, try to say things accurately - a 'hiring freeze' is not a 'cutback'.

Cisco Trading Near 52-Week Lows

Are you serious? Slim down? OpEx for CSCO is inline with what it should be. With a revenue rate (17% y-o-y) growing at twice the headcount rate growth, each new salesperson added is a great ROI. If anything, CSCO should add more people to leverage that ROI. Given the lead time needed to make sales and marketing staff productive with such a highly technical product line, adding headcount is vital to long-term, future growth. Your logic is backwards!!

Trend Radar: Emerging Markets

Your bias is showing again. And your analysis of CSCO is sometimes contrary to logical thinking. For example, your concern ('I don't like') that CSCO's increasing headcount is a negative. Geez dude, look at the data will you - last quarter added 2.3% to their headcount and added 19% to Y-over-Y earnings. Wow - a few more salespeople to fuel accelerating growth. With those numbers, I'd suggest CSCO add 2.3% to their headcount every quarter!!!! Concern about emerging market growth rates? Only a moron would pick on the numbers based on that. Focus on the big stuff fella - $25B in cash, monopolistic levels of market share, operating margins that most compnaies would love to have, and generating $600M in free cash EVERY MONTH. Talk about a solid company - what are you thinking?

Cisco Likely To Face Emerging Markets Weakness

Baloney. This article is just about giving play to some analysts and their conjecture. There’s no facts or evidence – just guesswork and supposition, as is typical of this author and his continula negative spin and negative headlines. Let’s review the FACTS – on the heeels of a record setting quarter, Cisco guided to another record next quarter and has guided to 16% growth next quarter. No small feat given their immense revenue base. Those are the facts and the rest is just speculation. The astute investor deals with the numbers, not conjecture. So should this author.