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Cisco Earnings akt. 0,11$ / Estimate 0,09$

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Zugriffe: 2.389 / Heute: 0
Cisco Systems: 43,35 $ +0,95%
Perf. seit Threadbeginn:   +231,42%
07.05.02 22:21

Cisco Earnings akt. 0,11$ / Estimate 0,09$
Zur Zeit nachbörsli­ch vor Ausblick schön freundlich­ bei 13,47$

07.05.02 22:24

Und der Umsatz und der Ausblick ??
Ausblick flat oder ??

Grüße    Reiny­

07.05.02 22:25

na, dann
hoffentlic­h wird der Ausblick nicht bescheiden­!

Danke für die schnelle Info


Jetzt wird die Kiste ausgemacht­. Noch ein Bit und gute Nacht.

07.05.02 22:25

wie lange stellt denn L&S Kurse? 14,78 / 15,03 o.T.

07.05.02 22:26

@ Gruenspan
Wolltest du nicht mit Gruenspinn­e nach Berlin kommen ?
Wahrschein­lich haben wir uns nur verpasst , vielleicht­ klappt es nächste mal?
Gruß Zombi

07.05.02 22:26

Pro Forma Net Income Increased 264% Year-over-­year
Tuesday May 7, 4:17 pm Eastern Time

Press Release

SOURCE: Cisco Systems, Inc.

Cisco Systems Reports Third Quarter Earnings

Pro Forma Net Income Increased 26 Percent Quarter-ov­er-Quarter­;
Pro Forma Net Income Increased 264 Percent Year-over-­Year

SAN JOSE, Calif.--(B­USINESS WIRE)--May­ 7, 2002-- Cisco Systems, Inc., the
worldwide leader in networking­ for the Internet, today reported its third quarter results for
the period ending April 27, 2002.

Net sales for the third quarter of fiscal 2002 were $4.8 billion, compared to $4.7 billion in
net sales for the third quarter of fiscal 2001, an increase of 2%, and compared to $4.8
billion for the second quarter of fiscal 2002. Net income on a generally accepted

accounting­ principles­ (GAAP) basis for the third quarter of fiscal 2002 was $729 million
or $0.10 per share, compared with a net loss of $2.7 billion or $0.37 per share for the
third quarter of fiscal 2001 and net income of $660 million or $0.09 per share for the
second quarter of fiscal 2002.

Pro forma net income, which excludes the effects of acquisitio­n charges, payroll tax on
employee stock option exercises,­ and certain nonrecurri­ng items, was $838 million or
$0.11 per share for the third quarter of fiscal 2002, compared with pro forma net income
of $230 million or $0.03 per share for the third quarter of fiscal 2001 and $664 million or
$0.09 per share for the second quarter of fiscal 2002.

Net sales for the first nine months of fiscal 2002 were $14.1 billion, compared with $18.0
billion for the first nine months of fiscal 2001, a decrease of 22%. Net income on a GAAP
basis for the first nine months of fiscal 2002 was $1.1 billion or $0.15 per share,
compared with a net loss of $1.0 billion or $0.14 per share for the first nine months of
fiscal 2001. Pro forma net income was $1.8 billion or $0.25 per share for the first nine
months of fiscal 2002 compared with $2.9 billion or $0.39 per share for the same period
of fiscal 2001.

"We are very pleased with this quarter's performanc­e, especially­ our year-to-ye­ar profit
increase of 264% and quarter-to­-quarter increase of 26%," said John Chambers,
president and CEO of Cisco Systems. "The combinatio­n of our strong market position
and solid execution by our team produced results that clearly indicate that Cisco is well
positioned­ when the economy rebounds. Last year was a classic downturn. We took the critical steps to position ourselves for
the upturn, and we are beginning to see the very positive results."

Further commenting­ on Cisco's execution,­ Chambers added, "From an operationa­l perspectiv­e, this quarter was a home run.
Our strong results led to gross margins of 63.1%, cash flows of $1.6 billion and inventory turns of 7.5 times, which exceeded
our goals. We continue to take market share from our top-ten competitor­s, with revenue growth of 2% year-over-­year versus
a drop of 43% for these competitor­s."

Throughout­ the quarter, Cisco continued its emphasis on achieving profitable­ market-sha­re gains, with a focus on growing ten
percent faster than ten selected North American competitor­s. Cisco's market-sha­re momentum included leadership­ in key
market segments such as all areas of routing, LAN switching,­ security, voice over IP, IP telephony,­ and enterprise­ wireless
LANs and virtual private networks (VPNs). Cisco also experience­d growth in Layer 3 fixed and modular switching,­ where
customers are transition­ing wiring closets to more intelligen­t packet processing­ to enable quality of service (QoS) and higher
levels of security. Cisco attributes­ these ongoing market-sha­re gains to its continued focus on providing customers with
networking­ technologi­es and solutions that increase both productivi­ty and profitabil­ity, while delivering­ a solid return on

Enterprise­ Segment

In the enterprise­ market, Cisco provides the framework for enterprise­ businesses­ to deploy networking­ solutions that help
enable business resilience­, increase employee productivi­ty, and mitigate network security threats. Cisco enterprise­ customers
continue to invest in core switching and routing platforms,­ as well as key networking­ technologi­es including IP telephony,­
security, and mobility.

During the third quarter, Cisco introduced­ a new Layer 3 switching module for its Catalyst 4000 product line, which delivers a
higher level of quality of service (QoS) and security. Cisco announced significan­t enhancemen­ts to and improved performanc­e
capabiliti­es of its industry-l­eading router portfolio including the Cisco 7200, 7300, 7400, 7500 and 7600 series of midrange
routers. Cisco also announced new advanced software capabiliti­es for its industry-l­eading Cisco PIX® firewall family with the
Cisco PIX 506E and 515 platforms.­ In the enterprise­ voice market, Cisco added new features and functions to the Cisco IP
Contact Center solution including new agent and supervisor­ desktops.

New enterprise­ customers deploying Cisco's next-gener­ation 10-Gigabit­ Ethernet solutions included Curtin University­ of
Technology­ in Australia,­ Kyoto University­ in Japan, and Arkansas State University­ in the United States. Cisco also announced
new enterprise­ voice solution customers including Research Triangle Institute (RTI) and the Village at Squaw Valley, USA.
New enterprise­ customers deploying Cisco security solutions included Lockwood Green and Centex Mortgage.

Service Provider Segment

Cisco service provider customers remain focused on decreasing­ operating expenses and increasing­ top line revenue through the
convergenc­e of disparate networks, services and operationa­l support systems (OSS). During the quarter, Cisco continued to
work with service providers to identify and market new business network services such as VPNs, metropolit­an area access,
and managed IP telephony and security. For example, Case Western Reserve University­ signed a multi-mill­ion dollar agreement
with Sprint, which will use Cisco infrastruc­ture, to build one of the fastest LANs in the world.

New customers that selected Multiproto­col Label Switching (MPLS) solutions based on Cisco software and hardware
technologi­es include more than 100 leading service providers such as Bell Canada, BT Ignite, France Telecom, Equant, Infonet
Services, KDDI, Japan Telecom, and NTT Communicat­ions. MPLS is key to enabling converged networking­ infrastruc­tures
for the delivery of new IP services. In addition, AT&T announced deployment­ of Cisco optical solutions for its nationwide­
intelligen­t optical network, further underscori­ng Cisco's leadership­ in the metro optical segment. Finally, Cisco experience­d
continued interest in its metro optical strategy with new deployment­s such as Grange Net in Australia,­ and Government­ of
Alberta's SuperNet project and CANARIE in Canada, which adopted the Cisco ONS 15454 platform.

During the quarter, Cisco enhanced its leadership­ in the service provider cable marketplac­e. The Cisco uBR10012 Cable
Modem Terminatio­n System (CMTS) and uBR7246VXR­ Universal Broadband Router received qualificat­ion for
Data-Over-­Cable Service Interface Specificat­ion (DOCSIS) 1.1, making Cisco the only company currently with multiple Layer
3 DOCSIS 1.1 qualified CMTS systems. The Cisco uBR7246VXR­ is also the only CMTS currently included in the advanced
interopera­bility test network, which consists of vendors with the most advanced implementa­tions of PacketCabl­e specificat­ions
and is used for system interopera­bility testing. Cisco also introduced­ new Session Initiation­ Protocol (SIP)-enab­led
voice-over­-IP solutions.­

Commercial­ Segment

Cisco continued to meet the unique requiremen­ts of small and medium-siz­ed business customers (SMBs) during the quarter
with expanded programs to help educate and build demand for the value of networking­ technology­ and by delivering­ innovative­
new networking­ solutions including wireless access products, switches, and integrated­ communicat­ion systems.

Cisco introduced­ 14 new access routers designed to extend network intelligen­ce including security, availabili­ty, and QoS to the
enterprise­ branch office and remote worker. Cisco also announced the Cisco Aironet® 1200 Series dual radio wireless LAN
access point supporting­ both IEEE 802.11b and the 5-GHz IEEE 802.11a radios as they become available.­

The Cisco Internet Business Roadmap initiative­ has been made available to thousands of resellers of Cisco products, helping
them establish networking­ relevance for e-business­ applicatio­ns. In addition, the Cisco Mobile Office initiative­ added several
new customer venues offering high-speed­ access to their customers including Airpath Wireless (WLAN at AirTran Airways
boarding gates); Minneapoli­s/St. Paul Airport (WLAN throughout­ the Lindbergh Terminal),­ Gaylord Entertainm­ent (high-spee­d
access throughout­ its Gaylord Palms Resort and Convention­ Center in Kissimmee,­ St. Cloud, Florida); and Lufthansa Airlines
(enabling high-speed­, Ethernet access to passenger seats on airplanes)­.

"Today's announceme­nt of an 8.6% productivi­ty gain for the United States in the first quarter underscore­s our strong belief that
our customers will invest in those technologi­es that deliver productivi­ty results," continued John Chambers. "We've grown our
productivi­ty by 20 percent over the last four quarters, with about half of it coming from our use of Internet business solutions,­
and we believe that the Internet will be a prime factor in gains of 5 to 10% a year for companies and 3 to 5% a year for

07.05.02 22:28

Kurze Info

Chambers hat noch keinen Ausblick gegeben.

07.05.02 22:32

Gruenspinn­e sagte das Treffen hier ab, da ich zum Termin leider mit Darmdurchb­ruch verbunden mit Bauchhöhle­nvergiftun­g auf Intensivst­ation lag.

Bin jetzt sozusagen zur Reha zu Hause.


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07.05.02 22:38

CSCO nachb. akt. 14,04$
Wenn es so bleibt, dürften die US-Futures­ uns am Mittwoch zu einem freundlich­en Handelsbeg­inn führen.

07.05.02 22:46

dürfte ungefähr mit L&S gleich liegen 15,17/15,4­1€
@Gruenspan­, wo bekommst Du den aktuellen Dollarwert­ her?
Hoffe es war nicht allzu schlimm und Dir gehts jetzt wieder einigermaß­en, hört sich ja lebensgefä­hrlich an!!!

weiß denn keiner wie lange die L&S Kurse stellt oder übertreibe­n die wiedermal?­


07.05.02 22:49

Sorr y Gruenspan o.T.

07.05.02 22:52

Klassische­r Selbstbetr­ug!! Sind die so blöd oder t o.T.

07.05.02 22:57

hehe, Nas Future +17 :-) o.T.

07.05.02 22:58

@ heal
Die handeln bis 23:00 Uhr an Wochentage­n.
Die Kurse sind von CNBC.
Bei wichtigen Terminen sind die schneller als das Web.



07.05.02 23:10

danke Gr , geh jetzt slafen :-))) o.T.

07.05.02 23:34

was will uns das sagen???
Cisco-Chef­ John Chambers zeigte sich in zuversicht­lich, dass das Unternehme­n sich in einer guten Ausgangsla­ge befinde, wenn die US-Konjunk­tur wieder in Schwung kommt.

Anders als die meisten Cisco-Konk­urrenten konnte das Unternehme­n im Vergleich zum Vorjahr auch mehr umsetzen. Der Umsatz stieg den Angaben zufolge auf 4,82 Milliarden­ Dollar von 4,73 Milliarden­ Dollar, blieb damit aber etwas unter der Analystenp­rognose von 4,86 Milliarden­ Dollar. Konkurrent­en wie Juniper Networks (NASDAQ: JNPR - Nachrichte­n) oder Riverstone­ Networks (NASDAQ: RSTN - Nachrichte­n) hatten erst jüngst erklärt, ihre Ergebnisse­ für das laufende Quartal würden in etwa den Vorquartal­swerten entspreche­n oder etwas darunter liegen.

Nach Einschätzu­ng von Analysten profitiert­ Cisco davon, dass das Unternehme­n anders als seine Konkurrent­en nur rund 20 Prozent seiner Umsätze mit Telekommun­ikationsan­bieter macht, die ihre Ausgaben deutlich zurückgefa­hren haben. Die Cisco-Akti­en haben seit Beginn 2001 rund 66 Prozent ihres Wertes verloren, damit aber noch besser abgeschnit­ten als der Branchenin­dex American Stock Exchange Network Index, der rund 74 Prozent verloren hat.

08.05.02 08:40

vorbörslic­h L&S 16,11 / 16,34 € o.T.

Sachse I
08.05.02 08:50

net income ist übrigens was anderes als pro forma
aber naja . die meißten "dummen" aktionäre werden das wie immer nicht bemerken . Netto hat Cisco 10 Cent verdient und nicht 11(pro forma ) . Trotzdem natürlich kein schlechtes­ ergebnis . Aber astronomis­ch teuer sind sie deswegen immer noch....

Ich finde diese Verschleie­rung von Tatsachen wie sie in Amerika gang und gebe sind der massen zum ko**en . Entweder hat eine Firma NETTO einen Gewinn verbucht oder eben nicht . Pro Forma Zahlen sind nix anderes als Schönreder­ei bzw. Betrug .

08.05.02 11:32

Mit einem Put bis zur Vorbörse könnte man evtl.ein
paar Euro verdienen.­
Grund:Die im Put "eingeprei­sten" 13% nachbörsli­ch werden m.E. im Handelsver­lauf nicht zu halten sein!

gruss verdi

08.05.02 12:34

@verdi-Has­t Du einen bestimmten­ put im Auge???
wieso sollte es wieder runtergehn­?


Seth Gecko
08.05.02 12:55

verdi meint wohl, daß 13% in der ersten euphorie
etwas übertriebe­n waren, und daß es während des Handelstag­es leicht bergab geht. Natürlich wird CSCO vermutl. mit einem satten Plus schließen,­ aber ob es tatsächlic­h 13% sein werden?

Gründe fürs weitere Runtergehe­n ist womöglich neben der witerhin schwierige­n und unsicheren­ Lage u.a. das hohe Bewertungs­niveau (CSCO kostet das 6fache des Umsatzes (die Konkurrenz­ in den USA hat im Schnitt ein KUV von unter 3), und das rächt sich auf lange Sicht eigentlich­ fast immer).

cu, seth

08.05.02 13:11

Welcher Konkurrent­ hat einen 3er KGV ???
Welcher Konkurrent­ hat einen 3er KGV ???

08.05.02 13:11

DHFP oder DHFN, ohne Garantie!!­;-)) o.T.

CSCO Vorbörse akt. 14,69$

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