CISCO - Zahlen - 500 Beiträge pro Seite

[kreuzas]

4:10pm 02/04/03 Cisco Q2 revs $4.71 bln vs. $4.82 bln - CBS MarketWatch.com

4:09pm 02/04/03 Cisco Q2 pro forma earns 15c vs. 9c - CBS MarketWatch.com


sieht gut aus

[kreuzas]

4:14pm 02/04/03
Cisco earns 14c, revenue $4.71b (CSCO) By Chris Kraeuter

Cisco Systems (CSCO) reported fiscal second-quarter earnings of $991 million, or 14 cents a share, on revenue of $4.71 billion. Excluding charges, the networking products manufacturer earned 15 cents a share compared with Wall Street`s expectation for earnings of 13 cents a share.

[burakiye]

Mal sehen was der alte Chambers zu sagen hat, über die Zukunft........

http://www.wallstreetcity.com/stocks/earning_release.asp?Sym…

[kreuzas]

CSCO
Cisco Systems, Inc. Nasdaq-NM


Back to Headlines | Previous Story



Cisco Systems Reports Second Quarter Earnings

SAN JOSE, Calif., Feb 4, 2003 (BUSINESS WIRE) -- Cisco Systems (Nasdaq:CSCO)

-- Q2 Revenues: $4.7 Billion -- Q2 Operating Cash Flow: $1.36 Billion -- Q2 Earnings Per Share: $0.14 GAAP; $0.15 Pro Forma

Cisco Systems, Inc., the worldwide leader in networking for the Internet, today reported its second quarter results for the period ended January 25, 2003.

Net sales for the second quarter of fiscal 2003 were $4.7 billion, compared with $4.8 billion for the second quarter of fiscal 2002, a decrease of 2.1%, and compared with $4.8 billion for the first quarter of fiscal 2003.

Net income for the second quarter of fiscal 2003, on a generally accepted accounting principle (GAAP) basis, was $991 million or $0.14 per share, compared with $660 million or $0.09 per share for the second quarter of fiscal 2002, and $618 million or $0.08 per share for the first quarter of fiscal 2003. Pro forma net income for the second quarter of fiscal 2003 was $1.1 billion or $0.15 per share, compared with pro forma net income of $664 million or $0.09 per share for the second quarter of fiscal 2002, and compared with $1.0 billion or $0.14 per share for the first quarter of fiscal 2003. A reconciliation between net income on a GAAP basis and pro forma net income is provided in a table immediately following the Pro Forma Consolidated Statements of Operations.

Net sales for the first six months of fiscal 2003 were $9.6 billion, compared with $9.3 billion for the first six months of fiscal 2002, an increase of 3.2%.

Net income for the first six months of fiscal 2003, on a GAAP basis, was $1.6 billion or $0.22 per share, compared with $392 million or $0.05 per share for the first six months of fiscal 2002. Pro forma net income for the first six months of fiscal 2003 was $2.1 billion or $0.29 per share, compared with pro forma net income of $1.0 billion or $0.13 per share for the first six months of fiscal 2002.

"In what is probably the most challenging environment the information technology industry has ever faced, we are very pleased with our results in posting one of the best pro forma quarters in our history and the best GAAP quarter in terms of net income and earnings per share," said John Chambers, CEO of Cisco Systems. "Our market performance reflects Cisco`s ability to deliver differentiated value to our customers` highest priority -- productivity."

Chambers continued, "From a global CEO and government leader perspective, we remain in a `show- me` economy. What I`ve heard from these leaders is clear: As their business improves, their investment priorities will center on productivity. The Intelligent Information Network provides the enabling infrastructure to integrate the applications, business processes and technologies to drive these productivity gains."

Operational Highlights -- Cash flows from operations were $1.36 billion for the second quarter of fiscal 2003, compared with $2.0 billion for the second quarter of fiscal 2002, and compared with $1.07 billion for the first quarter of fiscal 2003. -- Cash and cash equivalents and total investments were $21.2 billion at the end of the second quarter of fiscal 2003, compared with $21.5 billion at the end of fiscal year 2002, and compared with $21.2 billion at the end of the first quarter of fiscal 2003. -- During the second quarter of fiscal 2003, Cisco repurchased approximately $1.5 billion of common stock. The total amount of stock repurchases for the first six months of fiscal 2003 was $2.6 billion. -- Days sales outstanding (DSO) in accounts receivable at the end of the second quarter of fiscal 2003 were 21 days, consistent with the fourth quarter of fiscal 2002 and the first quarter of fiscal 2003. -- Inventory turns were 7.0 turns in the second quarter of fiscal 2003, consistent with the fourth quarter of fiscal 2002 and the first quarter of fiscal 2003. Business Highlights -- Cisco and SBC Communications Inc. forged a strategic marketing and sales agreement focused on accelerating the delivery of a new class of managed business services. SBC also plans to use Cisco IP networking technology in its core network infrastructure to deliver emerging services. -- Cisco and Lucent announced that Lucent will integrate and resell select Cisco packet data and media gateway products as part of Lucent`s product offering for the mobile service provider market. The non-exclusive agreement will allow Cisco mobile wireless networking products to reach a broader segment of the service provider market. -- Cisco completed the acquisition of Psionic Software, Inc. and announced its intent to acquire Okena, Inc., both in the network security market segment. -- Lufthansa Airlines began trials of on-board high-speed Internet services for passengers, based on Cisco Aironet(R) 350 access points, a Cisco 3640 router, and Cisco Catalyst(R) 3548 XL switches. -- Cisco announced it will provide networking technology for China Unicom`s core network backbone and a major Code Division Multiple Access (CDMA) upgrade project for 15 Chinese cities and provinces. -- Cisco introduced several IP communications technologies and products, including new unified messaging and IP PBX applications, audio- and videoconferencing capabilities, and a lower-cost Internet Protocol (IP) telephone. Adoption of Cisco IP communications solutions continued to expand with new customers including Burger King Corporation, Crate and Barrel, NFL Films, and Roche. In addition, service providers FastWeb, Bredbandsbolaget, SingTel, ITXC, Equant and Sprint plan to deliver IP-based voice, data, and video services to their business and residential customers based on Cisco technology. -- Cisco entered into a reseller agreement with IBM, and HP announced its intent to enter into a reseller agreement, to distribute the Cisco MDS 9000 Series storage switches. -- Germany`s Deutsches Forschungsnetz (DFN), and SuperSINET, Japan`s high-speed Research Network, began upgrading their high-capacity, sophisticated IP network to include Cisco 12000 Series routers. -- Cisco introduced the Cisco Catalyst 2950 Long-Reach Ethernet (LRE) Switch, offering small and medium- size enterprises and multi-tenant building customers enhanced network-wide intelligent Layer 3 and 4 services. -- Zhejiang Telecom, a subsidiary of China Telecom, plans to deploy Cisco Metro Ethernet Switching products in the Zhejiang province in eastern China to further expand the Zhejiang Telecom`s province-wide backbone network. In addition, 51 Degrees deployed the United Kingdom`s first Ethernet-based broadband connectivity service to live operational customers using the Cisco Metro Ethernet Switching solution based on Ethernet over MPLS. Editors Note: -- Q2 FY03 conference call to be held at 1:30 p.m. PT on Tuesday, February 4, 2003. Conference call number is 800-369-1988 (United States); 312-470-7224 (international). -- Conference call replay available from 4:30 p.m. PT on February 4, 2003 to February 11, 2003 at 800-685-9460 (United States); 402-220-0287 (international). -- Additional information regarding Cisco`s financials and corresponding Webcast with visuals designed to guide participants through the call are also available at 1:30 p.m. PT. Prepared remarks will be available after completion of the call. The prepared remarks should be viewed solely in conjunction with the related conference call Webcast. The Webcast will include both the prepared remarks, as well as the question-and-answer session. Please visit our Website at http://www.cisco.com under "About Cisco" in the Investor Relations section. -- Additional information regarding Cisco`s Q2 FY03 will be available at http://newsroom.cisco.com, including: -- Customer Highlights & Technology Innovation Fact Sheet -- Summary Q&A with Cisco CEO and CFO -- Earnings call audio highlights About Cisco Systems

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

This release contains projections and other forward-looking statements regarding future events and 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, 10-Q and 8-K, 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. In addition to these risk factors, other factors that could cause actual results to differ materially include the following: business and economic conditions and growth trends in the networking industry in various geographic regions; global economic conditions; uncertainties in the geopolitical environment; overall information technology spending; the growth of the Internet and levels of capital spending on Internet-based systems; variations in customer demand for products and services, including sales to the service provider market; the ability to successfully restructure existing businesses; the timing of orders and manufacturing lead times; changes in customer order patterns; insufficient, excess or obsolete inventory; variations in sales channels, product costs, or mix of products sold; the ability to successfully reduce overhead and manage expenses; the ability to successfully acquire businesses and technologies and to successfully integrate and operate these acquired businesses and technologies; increased competition in the networking industry; dependence on the introduction and market acceptance of new product offerings and standards; rapid technological and market change; the trend towards sales of integrated network solutions; manufacturing and sourcing risks; Internet infrastructure problems and government regulation of the Internet; international operations; the timing and amount of employer payroll tax to be paid on employees` gains on stock options exercised; litigation involving patents, intellectual property, antitrust, stockholder and other matters; possible disruption in commercial activities occasioned by terrorist activity and armed conflict, such as changes in logistics and security arrangements, and reduced end-user purchases relative to expectations; exposure to credit risks relating to certain customers and credit exposures in weakened markets; the ability to recruit and retain key personnel; stock price volatility; 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 25, 2003 are not necessarily indicative of Cisco`s operating results for the full fiscal year or any future periods. Any projections in this release are based on limited information currently available to Cisco, which is subject to change. Although any such projections and the factors influencing them will likely change, Cisco will not necessarily update the information, since Cisco is only to provide guidance at certain points during the year. Actual events or results could differ materially and no reader of this release should assume later that the information provided today is still valid. Such information speaks only as of the date of this release.

Cisco provides pro forma net income and pro forma net income per share data as additional information for its operating results. These measures are not in accordance with, or an alternative for, generally accepted accounting principles and may be different from pro forma measures used by other companies.

Copyright (C) 2003 Cisco Systems, Inc. All rights reserved. Aironet, Catalyst, Cisco, Cisco IOS, Cisco Systems and the Cisco Systems logo are registered trademarks or trademarks of Cisco Systems, Inc. and/or its affiliates in the U.S. and certain other countries. All other trademarks mentioned in this document or Web site are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company.

Cisco Systems, Inc.
CONSOLIDATED STATEMENTS OF OPERATIONS
(In millions, except per-share amounts)
(Unaudited)
Three Months Ended Six Months Ended
------------------ ----------------
Jan. 25, Jan. 26, Jan. 25, Jan. 26,
2003 2002 2003 2002
--------- --------- -------- --------
NET SALES:
Product $3,891 $4,022 $7,904 $7,678
Services 822 794 1,654 1,586
------- ------- ------- -------
Total net sales 4,713 4,816 9,558 9,264
------- ------- ------- -------
COST OF SALES:
Product 1,144 1,593 2,381 3,093
Services 252 253 502 509
------- ------- ------- -------
Total cost of sales 1,396 1,846 2,883 3,602
------- ------- ------- -------
GROSS MARGIN 3,317 2,970 6,675 5,662
OPERATING EXPENSES:
Research and development 798 822 1,587 1,697
Sales and marketing 972 1,064 2,065 2,150
General and administrative 172 146 323 296
Payroll tax on stock option
exercises - 3 - 6
Amortization of deferred stock-
based compensation 33 46 76 96
Amortization of purchased
intangible assets 78 136 192 282
In-process research and
development - - - 37
------- ------- ------- -------
Total operating expenses 2,053 2,217 4,243 4,564
------- ------- ------- -------
OPERATING INCOME 1,264 753 2,432 1,098
Loss on public equity
investments - - (412) (858)
Interest income 174 233 353 467
Other loss, net (51) (54) (114) (118)
------- ------- ------- -------
INCOME BEFORE PROVISION FOR
INCOME TAXES 1,387 932 2,259 589
Provision for income taxes 396 272 650 197
------- ------- ------- -------
NET INCOME $ 991 $ 660 $1,609 $ 392
======= ======= ======= =======
Net income per share--basic $ 0.14 $ 0.09 $ 0.22 $ 0.05
======= ======= ======= =======
Net income per share--diluted $ 0.14 $ 0.09 $ 0.22 $ 0.05
======= ======= ======= =======
Shares used in per-share
calculation--basic 7,187 7,311 7,217 7,309
======= ======= ======= =======
Shares used in per-share
calculation--diluted 7,286 7,496 7,307 7,480
======= ======= ======= =======
Cisco Systems, Inc.
PRO FORMA CONSOLIDATED STATEMENTS OF OPERATIONS
(In millions, except per-share amounts)
(Unaudited)
Three Months Ended Six Months Ended
------------------- -----------------
Jan. 25, Jan. 26, Jan. 25, Jan. 26,
2003 2002 2003 2002
--------- --------- --------- --------
NET SALES:
Product $3,891 $4,022 $7,904 $7,678
Services 822 794 1,654 1,586
------- ------- ------- -------
Total net sales 4,713 4,816 9,558 9,264
------- ------- ------- -------
COST OF SALES:
Product 1,144 1,788 2,381 3,578
Services 252 253 502 509
------- ------- ------- -------
Total cost of sales 1,396 2,041 2,883 4,087
------- ------- ------- -------
GROSS MARGIN 3,317 2,775 6,675 5,177
OPERATING EXPENSES:
Research and development 798 822 1,587 1,697
Sales and marketing 972 1,064 2,065 2,150
General and administrative 172 146 323 296
------- ------- ------- -------
Total operating expenses 1,942 2,032 3,975 4,143
------- ------- ------- -------
OPERATING INCOME 1,375 743 2,700 1,034
Interest income 174 233 353 467
Other loss, net (51) (54) (114) (118)
------- ------- ------- -------
INCOME BEFORE PROVISION FOR
INCOME TAXES 1,498 922 2,939 1,383
Provision for income taxes 419 258 822 387
------- ------- ------- -------
NET INCOME $1,079 $ 664 $2,117 $ 996
======= ======= ======= =======
Net income per share--basic $ 0.15 $ 0.09 $ 0.29 $ 0.14
======= ======= ======= =======
Net income per share--diluted -------- --------
Total current assets 14,289 17,433
Investments 11,661 8,800
Property and equipment, net 3,890 4,102
Goodwill 3,717 3,565
Purchased intangible assets, net 606 797
Lease receivables, net 42 39
Other assets 3,141 3,059
-------- --------
TOTAL ASSETS $37,346 $37,795
======== ========
LIABILITIES AND SHAREHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 518 $ 470
Income taxes payable 773 579
Accrued compensation 1,251 1,365
Deferred revenue 2,920 3,143
Other accrued liabilities 2,280 2,496
Restructuring liabilities 322 322
-------- --------
Total current liabilities 8,064 8,375
Deferred revenue 817 749
-------- --------
Total liabilities 8,881 9,124
Minority interest 10 15
Shareholders` equity 28,455 28,656
-------- --------
TOTAL LIABILITIES AND SHAREHOLDERS`
EQUITY $37,346 $37,795
======== ========
Cisco Systems, Inc.
CONSOLIDATED STATEMENTS OF CASH FLOWS
(In millions)
(Unaudited)
Six Months Ended
------------------
Jan. 25, Jan. 26,
2003 2002
--------- --------
Cash flows from operating activities:
Net income $1,609 $ 392
Adjustments to reconcile net income to net cash
provided by operating activities:
Depreciation and amortization 783 935
Provision for doubtful accounts 76 60
Provision for (benefit from) inventory 10 (3)
Deferred income taxes (103) (445)
Tax benefits from employee stock option plans 11 49
In-process research and development - 25
Net (gains) losses on investments and
provision for losses 509 1,014
Change in operating assets and liabilities:
Accounts receivable (78) 256
Inventories 98 570
Prepaid expenses and other current assets (55) 15
Accounts payable 48 (273)
Income taxes payable (79) 35
Accrued compensation (114) 356
Deferred revenue (155) 623
Other accrued liabilities (134) (110)
Restructuring liabilities - (108)
------- -------
Net cash provided by operating activities 2,426 3,391
------- -------
Cash flows from investing activities:
Purchases of short-term investments (4,312) (2,762)
Proceeds from sales and maturities of short-term
investments 3,877 3,173
Purchases of investments (8,356) (8,441)
Proceeds from sales and maturities of
investments 4,519 5,680
Purchases of restricted investments - (61)
Proceeds from sales and maturities of restricted
investments - 191
Acquisition of property and equipment (341) (482)
Acquisition of businesses, net of cash and cash
equivalents 2 14
Change in lease receivables, net 61 202
Purchases of investments in privately held
companies (88) (37)
Lease deposits - (73)
Purchase of minority interest of Cisco Systems,
K.K. (Japan) (59) (65)
Other 108 (43)
------- -------
Net cash used in investing activities (4,589) (2,704)
------- -------
Cash flows from financing activities:
Issuance of common stock 231 384
Repurchase of common stock (2,552) (601)
Other 13 (6)
------- -------
Net cash used in financing activities (2,308) (223)
------- -------
Net (decrease) increase in cash and cash
equivalents (4,471) 464
Cash and cash equivalents, beginning of period 9,484 4,873
------- -------
Cash and cash equivalents, end of period $5,013 $5,337
======= =======

Cisco Systems, Inc.
Robyn Jenkins-Blum, 408/853-9848 (Press Contact)
[e-mail]
Blair Christie, 408/525-4856 (Investor Relations Contact)
[e-mail]

http://www.businesswire.com

Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.


Copyright (C) 2003 Business Wire. All rights reserved.

[macsoja]

Scheen.

Aber wann spricht der Chambers und was?

[burakiye]

Cisco meldet im Q2 über Plan
Der Netzwerkgigant Cisco Systems hat in seinem Q2 einen Gewinn von 991 Mio $ oder 14 Cents/Aktie erzielt und dabei einen Umsatz von 4,71 Milliarden $ erreicht. Ohne Einmalaufwendungen betrug der Gewinn 15 Cents/Aktie gegenüber den von der Wall Street erwarteten 13 Cents/Aktie.

© BörseGo 2000-2002

[kreuzas]

Cisco net rises by half as sales dip
By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 4:26 PM ET Feb. 4, 2003



SAN JOSE, Calif. (CBS.MW) -- Cisco Systems boosted its fiscal second-quarter net income by 50 percent to $991 million even as sales dipped 2.1 percent.


Shares (CSCO: news, chart, profile) of the networking products manufacturer were unchanged Tuesday on heavy volume after the results were announced but ahead of a conference call. Shares ended the regular session down 2.1 percent to $13.20.

"From a global CEO and government leader perspective, we remain in a `show-me` economy," said Chief Executive John Chambers, according to a statement. "What I`ve heard from these leaders is clear: As their business improves, their investment priorities will center on productivity."

For the quarter ended Jan. 25, Cisco reported net income of $991 million, or 14 cents a share, on revenue of $4.7 billion. During the same quarter last year, the networking products manufacturer earned $660 million, or 9 cents a share, on revenue of $4.8 billion.

Excluding charges, Cisco earned $1.1 billion, or 15 cents a share, compared with $664 million, or 9 cents a share, during the same quarter last year.

Analysts surveyed by Multex expected earnings excluding charges of 13 cents a share on revenue of $4.73 billion, on average.

[kreuzas]

es geht morgen kräftig up

n8
kreuzas

[BUSINESSWORLD]

Nasdaq Future

[kreuzas]

#9

den solltest du gut beobachten

[PeterHa]

Deswegen notiert Cisco auch schon bei 12,95!? (nachbörslich)

[mielew]

Wiso hat die dummheit hier ein so stabiles zuhause gefunden?

CISCO -systems !!!Wers glaubt !!Kauft tüchtig jungs !

Solange es euch gibt lohnen sich shortpositionen !

[kreuzas]

@mielew

das sind ja nette phrasen ...

was sollen unternehmen wie cisco denn noch an zahlen abliefern, damit wieder gekauft wird

[Gringo1]

ungeschönte

[Mggelheimer]

Hui das geht ja ganz schön zur Sache bei CISCO, schon was bekannt vom conference call?

[Jobaqtiv]

Ich glaube, dass sich Cisco recht bald erholt und die Kurse wieder steigen.

[Dauphin]

HUI - find ich gut

MfG Dauphin

[Mggelheimer]

im plus ich glaubs ja nicht

[AudiA4]

[posthuman]

Muss ja uch auf 14 Dollar steigen, damit sich das KGV leichter berechnen lässt...

[AudiA4]

Wird alles aus dem ASK weggesaugt ! DAX - Eröffnung morgen zunächst "grün" ! Schätze mal so um die 40 Points.

[paule2]

Wie war das? Der Quartalsumsatz schrumpft auf sagenhafte 4,71 Milliarden Dollar?

Also, dafür ist doch eine Marktkapitalisierung von über 97 Milliarden ( lt. onvista ) glatt geschenkt.

Zumindest für hartgesottene Highblech-Junkies.

Stellt euch mal vor, die bezahlen irgendwann 2 Cent Dividende. Dann liegen alle Analos vor Begeisterung unter den Tischen.

[colouredanthouse]

Das war wohl nichts!

... und es geht wieder in Minus:

13.175 USD (-0.19 % after hours at 5:54 pm)

Gruß,

CAH

[Falschspieler]

Schön, daß schon so viele investiert sind!
Vielleicht bekommen sie ihren Einsatz sogar wieder raus!
Schtronggg buyyy!

[colouredanthouse]

Die Cisco Zahlen zeigen zwar zum einen, dass die Lage für
Cisco unkritisch ist, zum anderen führen sie aber
auch vor Augen, dass die noch zum grossen Teil optimistischen
Prognosen für 2003 ungerechtfertigt sind. Ich spreche
nicht nur von Cisco sondern vielmehr von der allgmeinen
Situation.

Gruss,

CAH

[Cashlover]

#22

[macsoja]

Wo´s nun der Ausblick Mädels?

Ist der Ausblick, das man erst mal keinen Ausblick machen will?

[kreuzas]

war kein schlechter tag heute

[Jobaqtiv]

Ich bin auch nicht unzufrieden.

[MoCashMoHappyness]

Sorry, aber seid ihr blind ?

Das war für mich ein eindeutiges Shortsignal !

1. Der Umsatz, welcher um 2,1 % gefallen ist, lässt böses ahnen. Kunden verschieben ihre Aufträge.

2. CEO John Chambers spricht von shclechtesten Zeiten überhaupt !!!

3. HP wird immer stärker, und hat schon 60 % des Marktanteils von Cisco übernommen !

4. John Chambers, verlagert Investitionstätigkeit nach hinten !

5. III. QUartal historisch schlecht

viel spass mit Euren Calls...

mein Put :

[kreuzas]

nocashnohappyness ?

denke wir hatten bisher mehr spaß mit unseren calls als du mit deinem put



denke immer daran. auch blinde können sehen

[kreuzas]

@nocash

das sind mir die richtigen. wenn es nicht läuft sind sie weg

[Falschspieler]

Ihr seid alle hoffentlich noch voll investiert

[Falschspieler]

Ob das mit dem Aussitzen klappt?
Viel Glück!!!

[kreuzas]

soviel zum thema aussitzen ..

[lupos1]

Cisco weitet Aktienrückkaufprogramm aus Newssuche
WKN / Symbol / Stichwort




Der amerikanische Technologiekonzern Cisco Systems Inc. hat am Mittwoch die Ausweitung seines Aktienrückkaufprogramms beschlossen.

Die Vorstandsversammlung des Unternehmens hat dem Rückkauf von eigenen Aktien im Wert von bis zu 5 Mrd. Dollar zugestimmt. Bereits zuvor hatte Cisco ein Rückkaufprogramm in Höhe von 8 Mrd. Dollar beschlossen von welchem nun noch 3,6 Mrd. Dollar ausgeschöpft werden können.

Die Aktie von Cisco gewinnt an der Börse New York derzeit 0,7 Prozent auf 14,30 Dollar.



grus lupos

[kreuzas]

[kienhoeb]

Die Zahlen waren nicht schlecht das Ergebniss wurde gesteigert, bei weniger Umsatz eigentlich müsste die Aktie steigen

[Schlaumeier]

@kienhoeb // leider steigt die Aktie bis auf weiteres eben deswegen nicht, weil die Umsatzaussichten auch bei Cisco nicht rosig sind oder zumindest nicht so ausgeprägt sind, dass man eine Umsatzprognose mit positiver Tendenz wagen könnte.
Es bleibt relativ duster im großen Wald und das herumirren geht bis auf weiteres weiter.

schade eigentlich

[Schlaumeier]

aber vielleicht sehen es die Analysten doch wieder anders ...:

US/US Bancorp hept Cisco-Schätzung 2003/04 an
US Bancorp hebt die Gewinnschätzung 2003/04 für Cisco an auf 0,63 nach 0,59 USD. Als Kursziel nennen die Analysten 17 USD. Als Grund für die Prognoseanhebung wird der höhere Gewinn im dritten Quartal des laufenden Jahres und die verbesserte Marge angegeben.

[kreuzas]

Mittwoch, 07.05.2003, 18:39
ANALYSE: JP Morgan bescheinigt Cisco `weiteres solides Quartal` - `Overweight`
NEW YORK (dpa-AFX) - JP Morgan hat dem amerikanischen Netzwerkausrüster Cisco Systems den Abschluss eines "weiteren soliden Quartals" bescheinigt und die Aktie auf "Overweight" bestätigt. Zwar seien die Umsätze im dritten Quartal leicht gesunken, doch Cisco sei für eine überdurchschnittliche Geschäftsentwicklung prädestiniert, sobald die Nachfrage der Kunden erst einmal wieder anziehe. Cisco habe einfach einen festen Kundenstamm, dominiere den Markt in den wichtigsten Gebieten und arbeite kostengünstig, begründeten die Analysten am Mittwoch in New York ihre Einschätzung.

Das Management habe zwar einen vorsichtigen Ausblick gegeben, doch die Analysten ließen ihre Gewinn- und Umsatzprognosen für das vierte Jahresviertel unverändert bei 0,14 Dollar Gewinn je Aktie und 4,86 Milliarden Dollar Umsatz. Jüngst geschlossene Partnerschaften und das Kriegsende im Irak sollten den Umsätzen gut tun, hieß es bei JP Morgan.

Mit der Einschätzung "Overweight" verspricht sich JP Morgan auf Sicht von sechs bis zwölf Monaten von der Aktie, dass sie sich besser als der vom Analystenteam beobachtete Sektor schlägt./ak/she



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