cisco zahlen - 500 Beiträge pro Seite

[Klarius]

U.S. Options-Cisco vols up, puts busiest into earnings

CHICAGO, Nov 6 (Reuters) - Implied volatility rose while put turnover perked up most on Monday in options on network equipment maker Cisco Systems Inc. <CSCO.O> before earnings.

Implied vols edged up to around 100 percent for the November 50s while the 55s increased to about 85-90 percent, up at least 10 vols points, said a market maker at the Chicago Board Options Exchange.

He noted some interest early on Monday in buying protective puts in case the stock relinquished more ground after earnings but said that buying pressure since had faded.

"They were busy earlier this morning," he said. "There had been buyers but...I think the pressure isn`t as great" because many players already had purchased options in recent days.

Options volume overall on Monday was above-average but not spectacular. At 2:05 p.m. CST (1805 GMT), roughly 63,350 calls and 88,200 puts in the November 45-90 strikes plus the December 45-80 strikes combined had changed hands interexchange.

That compared to total interexchange volume during the last month of roughly 83,200 options each day, according to Track Data figures.

Busiest among the front-month puts were the November 50s, which firmed 3/16 to 1-3/4 on combined interexchange volume of about 39,155 and open interest of 40,001.

California-based Cisco Systems is expected to report later on Monday that it earned 17 cents per share during its first fiscal quarter 2001, according to a First Call/Thomson Financial consensus forecast of analysts` estimates.

((Laura Jacobs, Chicago Derivatives Desk(312)408-8750 [e-mail]))

REUTERS

Rtr 16:13 11-06-00

Copyright 2000, Reuters News Service. All ri

[zlatkoTheBrain]

also nachbörslich gehts jedenfalls erstmal gen norden

[Trader13]

nicht schlecht oder ?
Gruss
Trader13

[Le Chef]

Die Zahlen - 0,18 c !!

Monday November 6, 4:19 pm Eastern Time
Press Release
Cisco Systems Reports First Quarter Earnings
SAN JOSE, Calif.--(BUSINESS WIRE)--Nov. 6, 2000--Cisco Systems, Inc., the worldwide leader in networking for the Internet, today reported its first quarter results for the period ending October 28, 2000.

Net sales for the first quarter of fiscal 2001 were $6.52 billion, compared with $3.92 billion for the same period last year, an increase of 66%. Pro forma net income, which excludes the effects of acquisition charges, payroll tax on stock option exercises, and net gains realized on minority investments, was $1.36 billion or $0.18 per share for the first quarter of fiscal 2001, compared with pro forma net income of $814 million or $0.11 per share for the first quarter of fiscal 2000, increases of 67% and 64%, respectively.

During the first quarter of fiscal 2001, Cisco completed the acquisitions of HyNEX Ltd., IPmobile, Inc., Komodo Technology, Inc., Netiverse, Inc., and NuSpeed, Inc. for a combined purchase price, including assumed liabilities, of approximately $1.37 billion and took a one-time charge of $509 million, or approximately $0.07 per share on an after-tax basis, as a write-off of in-process R&D.

Actual net income for the first quarter of fiscal 2001 was $798 million or $0.11 per share, compared with $415 million or $0.06 per share for the same period last year.

``Five years ago the Internet was a phenomenon that was primarily understood by ``techies.`` Today, the combination of Internet infrastructure and applications has created a new phenomenon -- the `Network Effect`-- and it is fueling new productivity, competition, and growth,`` said John Chambers, president and CEO of Cisco Systems. ``Business and government leaders alike increasingly understand the one-to-one correlation between the effective use of the Internet and future prosperity. The Internet has taken center stage as a key tool in opening up new economic opportunity and transforming businesses and societies on a global basis.``

Cisco continues to advance its end-to-end Internet solutions for each of its key markets.

In the service provider marketplace, Cisco advanced its leadership and expertise in IP services and end-to-end solutions, accelerating service provider adoption of IP-based solutions that will drive new revenue opportunities. The company gained momentum for its next-generation optical solutions. Demonstrating growing acceptance of the Cisco IP+optical networking strategy with carriers worldwide, BellSouth selected Cisco as a primary vendor to build out the first IP+optical exchange, and Cambrian announced the first Cisco end-to-end IP+optical network. Underscoring its commitment to Internet-scale, carrier-class optical networks, Cisco opened the New England Manufacturing Center in Salem, New Hampshire, to serve as a hub for all optical manufacturing. Cisco continued to expand its portfolio of broadband solutions, announcing the acquisitions of Vovida, IPCell, and PixStream to enable service providers to accelerate deployment of new data, voice, and video services. The company secured a contract with Telstra Corporation to migrate the carrier`s high-speed cable modem services to the Data over Cable Service Interface Specification (DOCSIS) industry standard.

In the enterprise market, Cisco continued to expand the reach of its end-to-end IP telephony solutions and advanced its New World services. The company announced the Cisco e-services application engine that advances on the Cisco AVVID (Architecture for Voice, Video, and Integrated Data) by enhancing the scalability and flexibility for enterprise voice solutions. The IP-based communications solutions enhance employee productivity, lower cost of ownership, and provide better customer care. Benefiting service providers and enterprises alike, the company announced the Cisco Content Delivery Network (CDN) system enabling service providers to deploy innovative content- delivery services for new profit opportunities and enterprises to accelerate deployment of advanced e-business applications. In addition, a new security strategy, Cisco SAFE for the Cisco AVVID architecture will enable organizations reliably and cost-effectively engage in e-business.

In the small and medium-sized market, Cisco continued its commitment to helping small and medium-sized businesses achieve their full potential through use of the Internet. Completing its business digital subscriber line (DSL) customer premises equipment (CPE) portfolio, the company introduced the Cisco SOHO 77 ADSL Router, providing small office/home office users with affordable, multiuser, secure Internet access over a single DSL line and ADSL WAN interface card extending business DSL from the small and medium-sized business to the enterprise branch office. Cisco also announced the acquisition of CAIS Software Solutions furthering Cisco`s strategy of offering complete broadband connectivity solutions for service providers addressing the multiunit building market. Cisco partnered with the city of San Jose, The Small Business Administration, and other sponsors to create a one-stop resource center in Silicon Valley for small business owners.

``We are very pleased with the solid balance across our major geographies, lines of business, and product families. And, while we`re proud of our accomplishments over the last decade, we are even more optimistic about the opportunities for Cisco in the next decade. I want to thank our shareholders, employees, partners, and suppliers for their continued commitment and confidence in our ability to execute. Together, we are only beginning to explore all that`s possible on the Internet,`` concluded Chambers.

Cisco will be discussing its first quarter results, along with its outlook for the second quarter and the remainder of fiscal year 2001, on a conference call today, beginning at 1:45 PM PST. A Webcast of the conference call will be available to all interested parties on Cisco`s Website at www.cisco.com under the ``Investor Relations`` section.

About Cisco Systems

Cisco Systems, Inc., (NASDAQ: CSCO - news) is the worldwide leader in networking for the Internet. News and information are available at www.cisco.com.

This release may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company that involve risks and uncertainties. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results. Readers are referred to the documents filed by Cisco with the SEC, specifically the most recent reports on Form 10-K, 8-K, and 10-Q, each as it may be amended from time to time, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements, including risks associated with acquisition strategy, dependence on new product offerings, competition, patents, intellectual property and licensing, future growth, rapid technological and market change, manufacturing and sourcing risks, Internet infrastructure and regulation, international operations, volatility of stock price, financial risk management, and potential volatility in operating results, among others.

Cisco, Cisco Systems, and the Cisco Systems logo are registered trademarks of Cisco Systems, Inc. or its affiliates in the U.S. and certain other countries. All other trademarks mentioned in this document are the property of their respective owners. Copyright (C) 2000 Cisco Systems, Inc. All rights reserved.


Cisco Systems, Inc.
PRO FORMA CONSOLIDATED STATEMENTS OF OPERATIONS
Excluding IPR&D, Amortization of Goodwill and Other
Acquisition-Related Charges, Payroll Tax on Stock Option Exercises,
and Net Gains Realized on Minority Investments
(In millions, except per-share amounts)


Quarters Ended
--------------
October 28, October 30,
2000 1999
----------- -----------
(Unaudited) (Unaudited)

NET SALES $ 6,519 $ 3,918
Cost of sales 2,378 1,388
------- -------

GROSS MARGIN 4,141 2,530

Operating expenses:
Research and development 934 541
Sales and marketing 1,350 818
General and administrative 193 112
------- -------
Total operating expenses 2,477 1,471
------- -------

OPERATING INCOME 1,664 1,059

Interest and other income, net 230 102
------- -------

INCOME BEFORE PROVISION
FOR INCOME TAXES 1,894 1,161
Provision for income taxes 531 347
------- -------

NET INCOME $ 1,363 $ 814
======= =======

Net income per share--basic $ 0.19 $ 0.12
======= =======
Net income per share--diluted $ 0.18 $ 0.11
======= =======

Shares used in per-share
calculation--basic 7,093 6,833
======= =======

Shares used in per-share
calculation--diluted 7,580 7,288
======= =======


The above pro forma amounts have
been adjusted to exclude
the following items:
In-process research and development $ 509 $ 381
Amortization of goodwill and other
acquisition-related charges 231 24
Payroll tax on stock option
exercises 22 --
Net gains realized on
minority investments (190) --
Income tax effect (7) (6)
-------- --------
Net effect of pro forma
adjustments $ 565 $ 399
======= =======


Cisco Systems, Inc.
CONSOLIDATED STATEMENTS OF OPERATIONS
(In millions, except per-share amounts)

Quarters Ended
--------------
October 28, October 30,
2000 1999
----------- -----------
(Unaudited)(Unaudited)

NET SALES $ 6,519 $ 3,918
Cost of sales 2,378 1,388
------- -------

GROSS MARGIN 4,141 2,530

Operating expenses:
Research and development 934 541
Sales and marketing 1,350 818
General and administrative 193 112
Payroll tax on stock
option exercises 22 --
Amortization of goodwill
and other acquisition-related
charges 231 24
In-process research and
development 509 381
------- -------
Total operating expenses 3,239 1,876
------- -------

OPERATING INCOME 902 654

Net gains realized on minority
investments 190 --
Interest and other income, net 230 102
------- -------

INCOME BEFORE PROVISION FOR
INCOME TAXES 1,322 756
Provision for income taxes 524 341
------- -------

NET INCOME $ 798 $ 415
======= =======

Net income per share--basic $ 0.11 $ 0.06
======= =======

Net income per share--diluted $ 0.11 $ 0.06
======= =======

Shares used in per-share
calculation--basic 7,093 6,833
======= =======

Shares used in per-share
calculation--diluted 7,580 7,288
======= =======


Cisco Systems, Inc.
CONSOLIDATED BALANCE SHEETS
(In millions)

October 28, July 29,
2000 2000
------------ ---------
(Unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 5,538 $ 4,234
Short-term investments 853 1,291
Accounts receivable, net
of allowance for doubtful
accounts of $57 at
October 28, 2000 and $43
at July 29, 2000 2,887 2,299
Inventories, net 1,956 1,232
Deferred tax assets 642 1,091
Lease receivables 459 588
Prepaid expenses and other
current assets 724 375
------- -------

Total current assets 13,059 11,110

Investments 11,808 13,688
Restricted investments 1,386 1,286
Property and equipment, net 1,769 1,426
Goodwill and purchased
intangible assets, net 4,427 4,087
Lease receivables 550 527
Other assets 1,153 746
------- -------

TOTAL ASSETS $34,152 $32,870
======= =======

LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 999 $ 739
Income taxes payable 256 233
Accrued compensation 1,083 1,317
Deferred revenue 1,697 1,386
Other accrued liabilities 1,767 1,521
------- -------

Total current liabilities 5,802 5,196

Deferred tax liabilities 664 1,132
Minority interest 45 45

Shareholders` equity 27,641 26,497
------- -------

TOTAL LIABILITIES AND
SHAREHOLDERS` EQUITY $34,152 $32,870
======= =======


--------------------------------------------------------------------------------
Contact:
Cisco Systems, Inc.
Blair Christie, 408/525-4856 (Investor Contact)
[e-mail]
Claudia Ceniceros, 408/525-4700 (Press Contact)
[e-mail]

[Klarius]

Cisco Systems 1st-Quarter Sales Growth Seen Rising (Update1)
By Scott Lanman

San Jose, California, Nov. 6 (Bloomberg) -- Cisco Systems Inc., the No. 1 maker of computer-networking equipment, is expected today to report that fiscal first-quarter sales rose 61 percent, the 11th straight quarter of faster revenue growth.

Whether Cisco will be able to keep the streak going after that is a big question that investors hope will be answered on the company`s conference call. Profit excluding acquisition-related and stock-option costs and investment gains rose to 17 cents a share from 11 cents, based on the average forecast of analysts polled by First Call/Thomson Financial.

Cisco shares, considered a technology bellwether, are on track for their worst-ever annual performance. Investors became more skittish last month when rival Nortel Networks Corp.`s third- quarter sales fell short of forecasts, sparking fears of a slowdown for communications-equipment makers. Nortel shares plunged 29 percent last Wednesday after it disclosed results.

``Investors are on edge with Cisco,`` said Bruce Bartlett, a portfolio manager at OppenheimerFunds Inc., which held 19.7 million Cisco shares as of June 30. ``Every quarter now is kind of expected to have a higher probability that it`s the quarter that shows the company is slowing down.``

Although Bartlett said he doesn`t think Cisco`s first-quarter sales growth will slow, he said he believes Cisco`s revenue and profit outlook ``will have both positive elements to it and some cautionary elements to it.``

Cisco shares today fell $1.63 to $55.13. They`re up 2.9 percent this year. The previous worst annual performance for the stock was 1994, when the shares climbed 8.7 percent. The shares more than doubled in 1998 and 1999.

The company will disclose results after the market closes on Monday and will hold a conference call at 4:45 p.m. New York time.

Net Income

San Jose, California-based Cisco completed four acquisitions in its fiscal first quarter, and the associated costs could reduce net income by as much as 9 cents a share. Net income was $415 million, or 6 cents a share, in the year-earlier quarter. That includes acquisition-related costs of $399 million, or 5 cents a share.

The company has said it will have expenses of about 3 cents a share to write off research and development from the purchase of IPmobile Inc.; as much as 3 cents a share from NuSpeed Internet Systems Inc.; as much as 2 cents a share from Komodo Technology Inc.; and about a penny a share from HyNEX Ltd.

Revenue Growth

Cisco needs revenue of about $6.3 billion in the period ended Oct. 28 to extend the sales-growth run to 11 quarters.

The company is expected to report sales of about $6.32 billion, the average estimate of seven analysts polled by IBES International Inc. That`s a 61.3 percent increase from $3.92 billion a year earlier, squeaking by the 60.8 percent rate in the previous period. Revenue estimates range from $6.25 billion to $6.52 billion.

Cisco has consistently exceeded sales and profit forecasts.

``The big worry with Cisco is when is the law of large numbers going to catch up with this company and growth start to slow?`` Oppenheimer`s Bartlett said.

The report comes as investors become increasingly worried that providers of telecommunications services will slow equipment spending next year.

Some analysts believe that will happen because the customers can`t or aren`t willing to pay for the gear. Others say that spending won`t slow because demand for Internet capacity is still expected to surge and that telecommunications companies typically set their spending forecasts conservatively low.

Profit Margins

Analysts expect Cisco to report that its profit margins fell from the previous quarter as the company sold more gear to telecommunications companies, a market where Cisco faces tougher price competition than in sales to corporations.

Cisco said three months ago that it expects its gross margin, or the percentage of revenue that remains after production costs, to decline by one-half to one percentage point each quarter in fiscal 2001, starting with the second quarter. Lehman Brothers analyst Tim Luke expects a gross margin of 63.4 percent in the first quarter, down from 64.0 percent in the prior quarter.

Not everyone is worried. In Cisco`s annual report filed on Sept. 29 with the U.S. Securities and Exchange Commission, the company said its order backlog had more than quadrupled to $3.83 billion. Analysts have said the increase was a sign of component shortages and also higher demand.

``The backlog has been big and growing,`` said Tim Ghriskey, senior portfolio manager at Mellon Financial Corp.`s Dreyfus Corp. unit. ``This is a very diversified company. We think they continue to gain market share, and they`ve had a lot of (customer) wins.`` Mellon owned 92.2 million Cisco shares as of Sept. 30.

Cisco typically reports results on the second Tuesday after its quarter ends. Officials moved the first-quarter report up a day because tomorrow is Election Day in the U.S. Last year, Election Day fell on Nov. 2, a week before Cisco reported results.

(Teleconference number: 800-633-8317. The call is at 4:45 p.m. New York Time Monday. A Webcast and replay will be available at http://investor.cisco.com.)

[medusa]

Cisco Systems Reports First Quarter Earnings
MONDAY, NOVEMBER 06, 2000 4:17 PM
- BusinessWire

SAN JOSE, Calif., Nov 6, 2000 (BUSINESS WIRE) -- Cisco Systems, Inc., the worldwide leader in networking for the Internet, today reported its first quarter results for the period ending October 28, 2000.

Net sales for the first quarter of fiscal 2001 were $6.52 billion, compared with $3.92 billion for the same period last year, an increase of 66%. Pro forma net income, which excludes the effects of acquisition charges, payroll tax on stock option exercises, and net gains realized on minority investments, was $1.36 billion or $0.18 per share for the first quarter of fiscal 2001, compared with pro forma net income of $814 million or $0.11 per share for the first quarter of fiscal 2000, increases of 67% and 64%, respectively.

During the first quarter of fiscal 2001, Cisco completed the acquisitions of HyNEX Ltd., IPmobile, Inc., Komodo Technology, Inc., Netiverse, Inc., and NuSpeed, Inc. for a combined purchase price, including assumed liabilities, of approximately $1.37 billion and took a one-time charge of $509 million, or approximately $0.07 per share on an after-tax basis, as a write-off of in-process R&D.

Actual net income for the first quarter of fiscal 2001 was $798 million or $0.11 per share, compared with $415 million or $0.06 per share for the same period last year.

"Five years ago the Internet was a phenomenon that was primarily understood by "techies." Today, the combination of Internet infrastructure and applications has created a new phenomenon -- the `Network Effect`-- and it is fueling new productivity, competition, and growth," said John Chambers, president and CEO of Cisco Systems. "Business and government leaders alike increasingly understand the one-to-one correlation between the effective use of the Internet and future prosperity. The Internet has taken center stage as a key tool in opening up new economic opportunity and transforming businesses and societies on a global basis."

Cisco continues to advance its end-to-end Internet solutions for each of its key markets.

In the service provider marketplace, Cisco advanced its leadership and expertise in IP services and end-to-end solutions, accelerating service provider adoption of IP-based solutions that will drive new revenue opportunities. The company gained momentum for its next-generation optical solutions. Demonstrating growing acceptance of the Cisco IP+optical networking strategy with carriers worldwide, BellSouth selected Cisco as a primary vendor to build out the first IP+optical exchange, and Cambrian announced the first Cisco end-to-end IP+optical network. Underscoring its commitment to Internet-scale, carrier-class optical networks, Cisco opened the New England Manufacturing Center in Salem, New Hampshire, to serve as a hub for all optical manufacturing. Cisco continued to expand its portfolio of broadband solutions, announcing the acquisitions of Vovida, IPCell, and PixStream to enable service providers to accelerate deployment of new data, voice, and video services. The company secured a contract with Telstra Corporation to migrate the carrier`s high-speed cable modem services to the Data over Cable Service Interface Specification (DOCSIS) industry standard.

In the enterprise market, Cisco continued to expand the reach of its end-to-end IP telephony solutions and advanced its New World services. The company announced the Cisco e-services application engine that advances on the Cisco AVVID (Architecture for Voice, Video, and Integrated Data) by enhancing the scalability and flexibility for enterprise voice solutions. The IP-based communications solutions enhance employee productivity, lower cost of ownership, and provide better customer care. Benefiting service providers and enterprises alike, the company announced the Cisco Content Delivery Network (CDN) system enabling service providers to deploy innovative content- delivery services for new profit opportunities and enterprises to accelerate deployment of advanced e-business applications. In addition, a new security strategy, Cisco SAFE for the Cisco AVVID architecture will enable organizations reliably and cost-effectively engage in e-business.

In the small and medium-sized market, Cisco continued its commitment to helping small and medium-sized businesses achieve their full potential through use of the Internet. Completing its business digital subscriber line (DSL) customer premises equipment (CPE) portfolio, the company introduced the Cisco SOHO 77 ADSL Router, providing small office/home office users with affordable, multiuser, secure Internet access over a single DSL line and ADSL WAN interface card extending business DSL from the small and medium-sized business to the enterprise branch office. Cisco also announced the acquisition of CAIS Software Solutions furthering Cisco`s strategy of offering complete broadband connectivity solutions for service providers addressing the multiunit building market. Cisco partnered with the city of San Jose, The Small Business Administration, and other sponsors to create a one-stop resource center in Silicon Valley for small business owners.

"We are very pleased with the solid balance across our major geographies, lines of business, and product families. And, while we`re proud of our accomplishments over the last decade, we are even more optimistic about the opportunities for Cisco in the next decade. I want to thank our shareholders, employees, partners, and suppliers for their continued commitment and confidence in our ability to execute. Together, we are only beginning to explore all that`s possible on the Internet," concluded Chambers.

Cisco will be discussing its first quarter results, along with its outlook for the second quarter and the remainder of fiscal year 2001, on a conference call today, beginning at 1:45 PM PST. A Webcast of the conference call will be available to all interested parties on Cisco`s Website at www.cisco.com under the "Investor Relations" section.

[Sunlightstar]

und wie sind den die zahlen nach Deiner Meinung?

[Klarius]

CISCO SYSTEMS <CSCO.O> Q1 ACTUAL NET $0.11 PER SHARE VS $0.06
REUTERS

Rtr 16:20 11-06-00

[zlatkoTheBrain]

so richtig bringen die zahlen uns bullen nicht weiter. die analystenkonferenz wird wohl abzuwarten sein. ausserdem wird ja mr. president morgen gewählt, so dass man wieder eine ausrede zum nichtstun hat.
welcher president wäre denn eurer meinung der bessere für die börse..... (tschuldigung vice president natürlich, president bleibt natürlich unser aller aladin grünspan)

[Trader13]

es ist geschafft !!!!
Cisco hat nicht enttäuscht

morgen wird Bush gewählt drotz Trunkenheit am Steuer vor 24 Jahre !!

dann wird Dell am Donnerstag nicht enttäuschen

und alles wird gut

Gruss
Trader13

[Dr.Hook]

@ trader 13, Dein simples Gemüt möcht´ich mal haben...!!

Dr. Hook

[Trader13]

Cisco-Zahlen leicht über Erwartungen
Der US-Internet-Netzwerk-Hersteller Cisco Cystems meldete heute seine Zahlen für das abgelaufene Quartal und konnte die Erwartungen der Analysten übertreffen. Mit 18 Cents je Aktie Gewinn wurden 1 Cent mehr gemeldet als von Analysten erwartet, denn diese prognostizierten laut First Call lediglich 17 Cents je Aktie. Im Quartal des vergangenen Jahres belief sich der Gewinn auf 11 Cents.




Der Umsatz lag den Angaben zufolge bei 6,52 Milliarden Dollar nach 3,9 Milliarden Dollar im dritten Quartal 1999, ein Anstieg von 66%.




Nach einer Schlußnotierung von 55,12 Dollar notiert die Aktie nachbörslich bei 55,56 Dollar.



[e-mail]

Gruss
Trader13

[dueker]

jetzt nur noch bei 54$

gruß dueker

[technical]

Kurs gerade auf 52 gefallen!!!

[Trader13]

@Dr.Hook

für die Börse braucht man keinen Dr.


Gruss
Trader13

p.s. dass Cisco mit 2 $ im minus ist weiss ich

[Trader13]

Gruss
Trader13

[dosto]

trader 13

trotz deines schönen charts, der mächtig nach rechts unten zieht.
KGV von 120 oder so, wo soll das enden?

[mr.free]

Was wollen die Amerikaner den noch ?
Ich finde das Ergebnis nicht schlecht.
Ich werde mir Morgen ersteinmal ein paar Cisco
Aktien ins Depot legen.
Ich hätte nicht gedacht das ich sowenig dafür bezahlen müßte.



ROUNDUP: Cisco Systems mit starkem Gewinnanstieg - "Alle Produkte gefragt"
SAN JOSE (dpa-AFX) - Der weltgrößte Internet-Ausrüster Cisco Systems Inc. hat im ersten Quartal seines laufenden Geschäftsjahres 2000/2001 dank der starken Kundennachfrage drastische Umsatz- und Gewinnsteigerungen verbucht. Der Gewinn lag etwas über den Wall Street-Erwartungen. Cisco verdiente 798 Millionen Dollar gegenüber 415 Millionen Dollar im ersten Quartal des vorangegangenen Geschäftsjahres. Wenn man Sonderfaktoren ausklammert, stieg der Cisco-Quartalsgewinn sogar auf 1,36 Milliarden Dollar gegenüber 814 Millionen Dollar im entsprechenden Zeitraum des Vorjahres. Der Umsatz erhöhte sich in dem am 28. Oktober beendeten Dreimonatsabschnitt auf 6,52 Milliarden Dollar gegenüber 3,92 Milliarden Dollar in der Vorjahresvergleichszeit. Cisco hat damit die Wall-Street-Prognosen auch umsatzmäßig übertroffen. Cisco-Präsident John Chambers zeigte sich mit der Geschäftsentwicklung in allen Geschäftszweigen, Produktgruppen und Regionen zufrieden./br/mr/DP

[mr.tycoon]

PUT PUT PUT !!!!

Zahlen sind gut gewesen , aber nicht gut genug ...
Cisco geht heute unter die 50 Dollar Marke und dann ist der Weg frei...

mr.t
p.s. die Amis sind knallhart und werden alles raus hauen also kommt Ihnen zuvor... good trades!

[meinnameisthase]

Ich sag nur:
Sell on Good News!
Und so werden es die Amis heute machen.
B.B

[John Rossi]

Blödsinn,
Cisco ist nachbörslich schon wieder bei guten 54 USD.

Wir werden, wie übrigens fast immer, im Minus anfangen und intraday ins Plus laufen. Bin mir ziehmlich sicher.

Lucky trades,
Rossi

[Dr.Hook]

@ trader 13, mein Satz war eher mit einem gemeint, wollte Dich natürlich nicht beleidigen!

Davon abgesehen halte ich es aber, was cisco betrifft, eher mit der bearishen Liga.

Gruß
Dr.Hook

[Klarius]

kommen gleich

[Klarius]

Tuesday February 6, 4:15 pm Eastern Time
Press Release
Cisco Systems Reports Second Quarter Earnings
SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 6, 2001--Cisco Systems, Inc., the worldwide leader in networking for the Internet, today reported its second quarter results for the period ending January 27, 2001.

Net sales for the second quarter of fiscal 2001 were $6.75 billion, compared with $4.36 billion for the same period last year, an increase of 55%. Pro forma net income, which excludes the effects of acquisition charges, payroll tax on stock option exercises, and net gains realized on minority investments, was $1.33 billion or $0.18 per share for the second quarter of fiscal 2001, compared with pro forma net income of $897 million or $0.12 per share for the second quarter of fiscal 2000, increases of 48% and 50%, respectively.

During the second quarter of fiscal 2001, Cisco completed the acquisitions of IPCell Technologies, Inc., PixStream Incorporated, Vovida Networks, Inc., and the broadband subscriber management software business of CAIS Software Solutions, Inc. for a combined purchase price, including assumed liabilities, of approximately $883 million and took a one-time charge of $237 million, or approximately $0.03 per share on an after-tax basis, as a write-off of in-process R&D.

Actual net income for the second quarter of fiscal 2001 was $874 million or $0.12 per share, compared with $816 million or $0.11 per share for the same period last year.

Net sales for the first six months of fiscal 2001 were $13.27 billion, compared with $8.27 billion for the first six months of fiscal 2000, an increase of 60%. Pro forma net income was $2.69 billion or $0.36 per share for the first six months of fiscal 2001, compared with pro forma net income of $1.71 billion or $0.23 per share for the first six months of fiscal 2000, increases of 57% and 57%, respectively.

Actual net income for the first six months of fiscal 2001 was $1.67 billion or $0.22 per share, compared with $1.23 billion or $0.17 per share for the first six months of fiscal 2000.

``We remain confident about the market opportunity ahead of us over the next three to five years. This confidence is based on the continued impact of the Internet on productivity, and just how much more work needs to be done before every company is an e-company and a majority of the world`s countries are e-countries,`` said John Chambers, President and CEO of Cisco Systems. ``It is the productivity and standard-of-living opportunities, combined with business inflection points, that are driving our continued confidence in our breakaway opportunity, if we execute well.``

Cisco continues to advance its end-to-end Internet solutions for each of its key markets.

In the service provider marketplace, Cisco advanced its leadership and expertise in IP services and end-to-end solutions, accelerating service provider adoption of data services that drive new revenue opportunities. Building on Cisco`s leadership in the IP+Optical market, the company introduced the newest of its industry-leading, high-performance router line, the Cisco 12410 and Cisco 12416 Internet Routers with a line-rate 10-Gbps OC-192 line card. Cisco also introduced the Cisco ONS 15327 Optical Metro Edge Router. Cisco was chosen to build out optical networks for GNG Networks, Telecom New Zealand, Crosswave Communications, and Bell South, among others. In the voice market, several new Cisco customers are deploying voice-over-IP (VoIP) services, including China Unicom, which, when complete, will have the world`s largest VoIP network. Building on Cisco`s existing wireless technology, Cisco announced its intent to acquire ExiO Communications, Inc. In broadband, Cisco introduced the Cisco WT-2750 Multipoint Broadband Wireless System, enabling service providers to deploy services in areas where cable or digital subscriber line (DSL) are not available or cost-effective. Cisco also introduced the next-generation cable platform, the Cisco uBR10012.

In the enterprise market, Cisco expanded the reach of its intelligent end-to-end IP solutions through Cisco AVVID (Architecture for Voice, Video and Integrated Data), which provides a technical framework for e-business. In converged voice and video markets, Cisco introduced nine new products, including a midrange IP phone and an IP conference station and a suite of applications that deliver on the promise of Cisco AVVID IP telephony. Cisco has also demonstrated the agility and scalability of its IP telephony solution with the successful implementation of 20,000 IP phones on the Cisco campuses and a commercial deployment of more than 8,000 IP phones across 200 locations throughout New Zealand. Cisco also won a contract through EDS to reconfigure Dow Chemical`s network architecture, basing it on Cisco AVVID. The deal includes over 40,000 IP telephones. Cisco continues to work on other large deployments at leading organizations such as Ariba Inc., City of Dallas, First Union Bank, Florida International University, and the U.S. Census Bureau. Cisco also announced the acquisition of Active Voice Corporation, a leading provider of IP-based unified messaging solutions for the enterprise.

In the commercial space, Cisco continued its commitment to helping small and medium-sized businesses achieve their full potential through use of the Internet. Cisco launched the Cisco Internet Mobile Office Initiative that provides mobile business professionals with secure, high-speed network access to their corporate resources and network from public facilities. Cisco announced the Cisco Aironet® 350 Series, the first wireless networking family offering enterprise-level security, performance, and manageability. Cisco collaborated with Microsoft, the largest Cisco wireless LAN deployment to date, on this standards-based, enterprise-class security architecture for wireless LANs. The University of North Carolina at Chapel Hill is using the Cisco Aironet 340 Solution to provide students with high-speed wireless access to the Internet all over campus. Expanding Cisco`s leadership in next-generation wireless networking, the company announced during the quarter and subsequently completed the acquisition of Radiata, Inc., a leading supplier of next-generation chipsets for high-speed wireless networks. And, in support of its Cisco AVVID initiatives, the company began shipping the Cisco ICS 7750 family of fully integrated, IP-based telephony solutions in January.

``While we remain cautious about the implications of a brief pause in the current 10-year expansion of the U.S. economy, we believe that Cisco has never been better positioned to help our customers solve their two most important business issues: Increasing productivity and creating new sources of revenue,`` concluded Chambers.

Cisco will be discussing its second quarter results, along with its outlook for the third quarter and the remainder of fiscal year 2001, on a conference call today, beginning at 1:45 p.m. PST. A Webcast of the conference call will be available to all interested parties on the Cisco Web site at www.cisco.com under the ``Investor Relations`` section.

About Cisco Systems

Cisco Systems, Inc., (Nasdaq:CSCO - news) is the worldwide leader in networking for the Internet. News and information are available at www.cisco.com.

This release may contain projections or other forward-looking statements regarding future events or the future financial performance of Cisco that involve risks and uncertainties. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results. Readers are referred to the documents filed by Cisco with the SEC, specifically the most recent reports on Form 10-K, 8-K, and 10-Q, each as it may be amended from time to time, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements, including risks associated with acquisition strategy and integration, dependence on new product offerings, customer demand for products and services, competition, patents, intellectual property and licensing, future growth, rapid technological and market change, manufacturing and sourcing risks, Internet infrastructure and regulation, international operations, volatility of stock price, financial risk management, and potential volatility in operating results, among others. The financial information contained in this release should be read in conjunction with the consolidated financial statements and notes thereto included in Cisco`s most recent reports on Form 10-K and Form 10-Q, each as it may be amended from time to time. Cisco`s results of operations for the three and six months ended January 27, 2001 are not necessarily indicative of Cisco`s operating results for the full fiscal year or any future periods.

PIX is a trademark, and Cisco, Cisco Systems, Aironet, and the Cisco Systems logo are registered trademarks of Cisco Systems, Inc. or its affiliates in the U.S. and certain other countries. All other brands, names, or trademarks mentioned in this document or Web site are the property of their respective owners. Copyright(c)2001 Cisco Systems, Inc. All rights reserved.


Cisco Systems, Inc.
PRO FORMA CONSOLIDATED STATEMENTS OF OPERATIONS
Excluding IPR&D, Amortization of Goodwill and Other
Acquisition-Related Charges, Payroll Tax on Stock Option Exercises,
and Net Gains Realized on Minority Investments

(In millions, except per-share amounts)

Quarters Ended Six Months Ended
---------------- ------------------
Jan. 27, Jan. 29, Jan. 27, Jan. 29,
2001 2000 2001 2000
---------------- ------------------
(Unaudited) (Unaudited)

NET SALES $ 6,748 $ 4,357 $13,267 $ 8,275
Cost of sales 2,581 1,539 4,959 2,927
-------- -------- -------- --------
GROSS MARGIN 4,167 2,818 8,308 5,348

Operating expenses:
Research and development 981 602 1,915 1,143
Sales and marketing 1,419 933 2,769 1,751
General and administrative 194 122 387 234
-------- -------- -------- --------
Total operating expenses 2,594 1,657 5,071 3,128
-------- -------- -------- --------

OPERATING INCOME 1,573 1,161 3,237 2,220

Interest and other income, net 275 120 505 222
-------- -------- -------- --------

INCOME BEFORE PROVISION
FOR INCOME TAXES 1,848 1,281 3,742 2,442
Provision for income taxes 518 384 1,049 731
-------- -------- -------- --------

NET INCOME $ 1,330 $ 897 $ 2,693 $ 1,711
======== ======== ======== ========

Net income per share--basic $ 0.19 $ 0.13 $ 0.38 $ 0.25
======== ======== ======== ========

Net income per share--diluted $ 0.18 $ 0.12 $ 0.36 $ 0.23
======== ======== ======== ========

Shares used in per-share
calculation--basic 7,144 6,911 7,121 6,872
======== ======== ======== ========

Shares used in per-share
calculation--diluted 7,556 7,387 7,567 7,338
======== ======== ======== ========

The above pro forma adjustments have been adjusted to exclude the
following items:

In-process R&D $ 237 $ 43 $ 746 $ 424
Payroll tax on stock
option exercises 18 -- 40 --
Acquisition-related costs -- 25 -- 25
Amortization of goodwill and
other acquisition-related charges 286 47 517 71
Net gains realized on
minority investments -- (31) (190) (31)
Income tax effect (85) (3) (92) (9)
-------- -------- -------- --------
$ 456 $ 81 $ 1,021 $ 480
======== ======== ======== ========



Cisco Systems, Inc.
CONSOLIDATED STATEMENTS OF OPERATIONS

(In millions, except per-share amounts)

Quarters Ended Six Months Ended
---------------- ------------------
Jan. 27, Jan. 29, Jan. 27, Jan. 29,
2001 2000 2001 2000
(Unaudited) (Unaudited)
---------------- ------------------
NET SALES $ 6,748 $ 4,357 $13,267 $ 8,275
Cost of sales 2,581 1,539 4,959 2,927
-------- -------- -------- --------

GROSS MARGIN 4,167 2,818 8,308 5,348

Operating expenses:
Research and development 981 602 1,915 1,143
Sales and marketing 1,419 933 2,769 1,751
General and administrative 194 147 387 259
Payroll tax on
stock option exercises 18 -- 40 --
Amortization of
goodwill and other
acquisition-related charges 286 47 517 71
In-process research
and development 237 43 746 424
-------- -------- -------- --------
Total operating expenses 3,135 1,772 6,374 3,648
-------- -------- -------- --------

OPERATING INCOME 1,032 1,046 1,934 1,700

Net gains realized
on minority investments -- 31 190 31
Interest and other income, net 275 120 505 222
-------- -------- -------- --------

INCOME BEFORE PROVISION
FOR INCOME TAXES 1,307 1,197 2,629 1,953
Provision for income taxes 433 381 957 722
-------- -------- -------- --------

NET INCOME $ 874 $ 816 $ 1,672 $ 1,231
======== ======== ======== ========

Net income per share--basic $ 0.12 $ 0.12 $ 0.23 $ 0.18
======== ======== ======== ========

Net income per share--diluted $ 0.12 $ 0.11 $ 0.22 $ 0.17
======== ======== ======== ========

Shares used in per-share
calculation--basic 7,144 6,911 7,121 6,872
======== ======== ======== ========

Shares used in per-share
calculation--diluted 7,556 7,387 7,567 7,338
======== ======== ======== ========


Cisco Systems, Inc.
CONSOLIDATED BALANCE SHEETS

(In millions)

January 27, July 29,
2001 2000
---------- ---------
(unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 3,994 $ 4,234
Short-term investments 788 1,291
Accounts receivable, net of allowance for
doubtful accounts of $89 at January 27, 2001
and $43 at July 29, 2000 3,512 2,299
Inventories, net 2,533 1,232
Deferred tax assets 1,162 1,091
Lease receivables 454 588
Prepaid expenses and other current assets 469 375
---------- ---------

Total current assets 12,912 11,110

Investments 12,007 13,688
Restricted investments 1,162 1,286
Property and equipment, net 2,211 1,426
Goodwill and purchased intangible assets, net 4,696 4,087
Lease receivables 516 527
Other assets 2,377 746
---------- ---------

TOTAL ASSETS $ 35,881 $ 32,870
========== =========

LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 942 $ 739
Income taxes payable 287 233
Accrued compensation 1,312 1,317
Deferred revenue 1,994 1,386
Other accrued liabilities 1,800 1,521
---------- ---------

Total current liabilities 6,335 5,196

Deferred tax liabilities -- 1,132
Minority interest 48 45

Shareholders` equity 29,498 26,497
---------- ---------

TOTAL LIABILITIES AND SHAREHOLDERS` EQUITY $ 35,881 $ 32,870
========== =========


--------------------------------------------------------------------------------
Contact:
Cisco Systems, Inc.
Claudia Ceniceros, 408/525-4700 (Press Contact)
[e-mail]
Blair Christie, 408/525-4856 (Investor Contact)
[e-mail]


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[Klarius]

nachbörslich bei 34,64
34,5
34,43
...

[ditto]

Datum: 06.02. 22:59 Cisco - nachbörslich NICHT shorten !


Man muß mit einem ähnlich paradoxen Verlauf wie bei den meisten letzten Gewinnwarnungen von hochkarätigen Unternehmen aus dem Technologie Sektor rechnen. Nach einer kuzen Spitze nach unten zieht der Kurs wieder an. Insofern war in den Kursen die Erwartung einer Gewinnwarnung bereits eskomptiert. Ob dies bei Csico der FAll ist, dürfte eher fraglich sein.

Der Conference Call läuft noch, der Kurs der Aktie gibt weiter nach und erreicht einen neuen nachbörslichen Tiefsstand.

Wir würden trotzdem dringend von einem Short abraten. Es bietet sich eher an, - und das ist sehr spekulativ und riskant -, Spitzen nach unten aufzufangen und long zu gehen.

[jeffery2]

Diese zahlen heute durften einfach nicht enttäuschen, das wusste jeder und AG hats den Verantwortlichen sicher noch mal geflüstert. Wer sich also auf dieses Zahlengebäude (Haette fast was anderes geschrieben)verläßt, der sieht recht bald ziemlich alt aus.
J2
Über die Bilanzierungspraktiken von Cisco wurde ja schon einiges geschrieben z.B. J. Ehrhardt, Barrons usw. Wurden alle nicht verklagt bist heute, soweit mir bekannt ist.

[develop]

Als kleinen Überraschungs Coup schiebt das Unternehmen die Nachricht nach, daß die Verkäufe in Europa unvermindert auf hohem Niveau verliefen und es in Japan sogar zu einer 100% igen Zunahme gekommen sei. Der nachbörsliche Kurs kann sich von 33 1/8 $ auf 33 7/8 $ erholen. Von massiven Abverkäufen konnte sowieso während des gesamten nachbörslichen Verlaufs nicht gesprochen werden. Die Umsätze hielten sich in Grenzen. Die Futures notieren stark im Minus.

Morgen könnten sich gute Nachkaufgelegenheiten ergeben.

© GodmodeTrader.de

[Projekt_2005]

Irgendwie verstehe ich die Amerikaner nicht. Die Zahlen von Cisco sind meiner Meinung nach nicht enttäuschend gewesen, die Erwartungen von Analysten wurde um 1 Cent übertroffen und die Aktie wird zu Unrecht verprügelt. Was ich mich immer wieder frage ist, was das für Analysten sind, die sich irgendwelche Umsatzziele ausdenken und wenn diese nicht eingehalten werden, wir der jeweilige Wert verprügelt. Finde ich total irrsinnig.