Cisco: wer hat die Zahlen????

Gut?? oder scheiße!

...gegen 23:00h

ich tippe:

Zahlen gut
Perspektive für´s nächste Jahr "scheiße"

Fluffy

"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) 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)
            blchrist@cisco.com                                      
            Claudia Ceniceros, 408/525-4700 (Press Contact)
            ccenicer@cisco.com    

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...gekommen!

komplette Meldung ??

...bin einfach ´ne Spur zu langsam heute !

:)
Fluffy

SAN JOSE, Calif. Nov 6 (Reuters) - Cisco Systems Inc. (NasdaqNM:CSCO - news), the
world's biggest maker of computer networking equipment, on Monday posted first quarter
earnings that came in just above Wall Street expectations and cited sales to Internet service
providers, cable and telephone companies.

The San Jose-based company reported pro forma net income of $1.36 billion, or 18 cents a share, for its fiscal first quarter
ending Oct. 28. vs. $814 million, or 11 cents per share, in the year ago quarter. The pro forma results excluded the effects of
acquisition charges and other items.

Analysts had expected Cisco to report earnings of 17 cents a share, according to First Call/Thomson. Cisco has repeatedly
posted earnings 1 cent above expectations in recent quarters.

Sales rose 66 percent to $6.52 billion from $3.92 billion.

könnte es morgen oder übermorgen(nach der Wahl) wirklich mal etwas bergauf gehen. Die größten Unsicherheiten wären dann jedenfalls aus dem Markt raus.

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

informer2.comdirect.de/de/news/_pages/news/.../alle/main.html&

ferenz und ihre Interpretation durch unserer Freunde, die Bänker, sein.
Positiv sind jedenfalls die gestiegenen Umsätze zu sehen.

bildet die nun eine kleine Schulter-Kopf-Schulter Formation ?
Wer ist Charttechniker und kann mir das erklären ?
Jopius

Vorbörslich gab das Unternehmen heute bekannt, dass man mit dem Unternehmen Cambrian Communications einen 150-Mio.-Dollar Vertrag unterzeichnet hat. Cisco wird Cambrian neueste DWDM-Produkte liefern ..weiter. Vergangene Woche sorgten Äußerungen von den Analysten bei Lehman Brothers für Aufregung. Die Experten senkten das Kursziel für die Aktie von Cisco dramatisch ab, nachdem man sich zunehmend über nachlassende Investitionen einiger Betreiberfirmen äußerte ..weiter.

Das Wertpapier von Cisco verlor seit dem Hoch am 27. März diesen Jahres 40 Prozent, nachbörslich verliert die Aktie um 2 Prozent. Wichtig für den weiteren Verlauf der Cisco-Aktie und der gesamten Branche werden nicht zuletzt die Geschäftszahlen von Oplink am morgigen Dienstag, von Sycamore am 14. November und von Ciena am 07. Dezember sein.

Cisco Systems kontrolliert derzeit mehr als 75 Prozent des globalen Marktes für Netzwerkprodukte. Zu den Produkten zählen neben den klassischen Routern mittlerweile auch Switches, Sprach- und Videosystem-Lösungen. Nachdem Cisco sich zu Beginn auf die Anforderungen von Service-Providern und großen Unternehmen konzentrierte, entwickelte man nach und nach auch Lösungen für kleine Unternehmen und für den Endkundenmarkt. Die Firmenphilosophie des Unternehmenslenkers John Chambers zeichnet sich durch den Kauf junger Unternehmen aus, um anschließend die qualifizierten Fachkräfte und das eingekaufte Wissen erfolgreich in die eigenen Strukturen einzugliedern."
wallstreet-online News

Cisco says bookings worldwide rose 55 pct vs year ago

SAN FRANCISCO, Nov 6 (Reuters) - Cisco Systems Inc. , the world's biggest maker of computer networking equipment, said on Monday that bookings for its products worldwide surged 55 percent in its fiscal first quarter from a year ago.
Cisco's Chief Executive John Chambers made the comments on its quarterly earnings conference call. He also said that bookings rose in "double digits" in the first quarter from the year-ago quarter.

Cisco reported quarterly pro forma net income of $1.36 billion, or 18 cents a share, from $814 million, or 11 cents, a year ago. Sales rose 66 percent to $6.52 billion from $3.92 billion.

On that basis, the results topped the consensus analyst forecast of 17 cents a share, according to First Call/Thomson Financial.

ca. 25 Handelsstunden bis zum Exitus ;-( .
JNPR rulez, was brauchen wir noch CSCO ... *Galgenhumor off*

Es handelt sich um prozentuale nachbörsliche Veränderungen:

toplist.island.com/toplist/top20.jsp?AH=on

in Luft aufgelöst!!!!? Wie gibt's denn das?

Morgen steigende Kurse!!!!

Und semmeln wieder runter ...
Nun ist aber Schluß mit lustig, Amis ab vor'n Ferseher !

8 WCOM NM 2,241,816 17.9687 18:08:05.79 819 -0.0313 -0.17%
9 RMBS NM 2,174,429 67.7500 18:06:44.56 346 +2.8125 +4.33%
10 BVSN NM 1,960,315 35.6250 18:07:15.55 541 -0.1250 -0.35%
11 PSIX NM 1,673,509 2.5938 18:04:41.13 422 +0.2500 +10.67%
12 ARBA NM 1,654,050 136.6250 18:09:29.95 199 +3.7500 +2.82%
13 MSFT NM 1,614,806 69.7500 18:01:10.59 413 +1.5000 +2.20%
14 INTC NM 1,480,964 46.5000 18:08:07.58 1,037 +0.5625 +1.22%
15 SCMR NM 1,465,059 68.0625 18:09:45.20 440 -0.5000 -0.73%
16 TSTN NM 1,426,096 10.5625 18:01:36.04 166 -19.4375 -64.79%
17 NTAP NM 1,308,605 110.6250 18:04:09.05 240 +2.2500 +2.08%
18 YHOO NM 1,281,520 65.2500 17:59:39.50 495 -3.5000 -5.09%
19 ERICY NM 1,225,429 12.5000 18:07:00.99 296 -1.3125 -9.50%
20 SUNW NM 1,206,493 109.2500 18:09:09.51 367 -3.8125 -3.37%


--------------------------------------------------

die spinnnen, die XXX

AFTER THE BELL-Cisco falls but recovers on outlook

NEW YORK, Nov 6 (Reuters) - The shares of Cisco Systems Inc. fell but staged a dramatic recovery in after-hours trading on Monday after the world's largest maker of computer networking equipment upgraded its growth outlook in a post- earnings conference call.
Cisco posted quarterly earnings after-hours that just beat Wall Street's expectations by a penny, on 66 percent revenue growth. Shares initially rose then fell to $51-7/8 on the Instinet electronic brokerage system, down from a regular session close of $55-1/8.

But Cisco quickly clawed back most losses, to trade at $54-3/8 after the conference call began.

Analysts listening to the post-earnings conference call said the stock fell initially as investors digested the company's traditional conservative guidance and then sprang back to trade higher after its chief financial officer boosted that guidance to 50-60 percent for fiscal 2001.

The shares of VoiceStream Wireless Corp. rose, in relatively light after-hours trading, to $121 from a close of $117-3/8 on Instinet. Shares rose despite the wireless telephone company reporting a widened third-quarter loss. Subscriber revenues increased 215 percent on the same quarter in 1999.

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