L****n
发帖数: 12932 | 1 2 consecutive quarters of hugh miss will unnerve major share holders. csco
will be in the 17s(if lucky stops there) at the end of this down. Today's
action basically means market concluded that CSCO's problem is their own
making. JNPR and others are taking market share from once the segment leader
csco. |
z*****r
发帖数: 1456 | 2 谢谢分析
leader
【在 L****n 的大作中提到】
: 2 consecutive quarters of hugh miss will unnerve major share holders. csco
: will be in the 17s(if lucky stops there) at the end of this down. Today's
: action basically means market concluded that CSCO's problem is their own
: making. JNPR and others are taking market share from once the segment leader
: csco.
|
t*****n
发帖数: 1218 | 3 听大牛的。 昨晚-10%接的飞刀跑了，亏4%跑路，这家伙太萎了，跌势好像止不住，油
工吹号再上
csco
Today's
own
leader
【在 L****n 的大作中提到】
: 2 consecutive quarters of hugh miss will unnerve major share holders. csco
: will be in the 17s(if lucky stops there) at the end of this down. Today's
: action basically means market concluded that CSCO's problem is their own
: making. JNPR and others are taking market share from once the segment leader
: csco.
|
l**********o
发帖数: 9952 | 4 agree
Two missed ERs are very bad. I think it will continue going down for at
least 1.5 months. There may be small rebounces, but can not be sustainable.
leader
【在 L****n 的大作中提到】
: 2 consecutive quarters of hugh miss will unnerve major share holders. csco
: will be in the 17s(if lucky stops there) at the end of this down. Today's
: action basically means market concluded that CSCO's problem is their own
: making. JNPR and others are taking market share from once the segment leader
: csco.
|
w*****1
发帖数: 218 | 5 大牛.....
别吓我啊... 19.25 all in 了 怎么办？
我看盘后又涨上来了... 要在什么地方止损？ |
E**********e
发帖数: 1736 | 6 到底在那里miss了? ER release 不是读着挺好? 盼解惑.
谢谢.
leader
【在 L****n 的大作中提到】
: 2 consecutive quarters of hugh miss will unnerve major share holders. csco
: will be in the 17s(if lucky stops there) at the end of this down. Today's
: action basically means market concluded that CSCO's problem is their own
: making. JNPR and others are taking market share from once the segment leader
: csco.
|
j****1
发帖数: 4504 | |
p********r
发帖数: 960 | 8 和去年同期比差了很多
【在 E**********e 的大作中提到】
: 到底在那里miss了? ER release 不是读着挺好? 盼解惑.
: 谢谢.
:
: leader
|
E**********e
发帖数: 1736 | 9 is it better than 2009 Q4, 74% up?
http://newsroom.cisco.com/dlls/2010/fin_081110.html
【在 p********r 的大作中提到】
: 和去年同期比差了很多
|
f******s
发帖数: 983 | 10 大夫，请帮忙分析下amkr，非常谢谢，稍后包子送上 |
z***e
发帖数: 5600 | 11 They beat on lower tax. Gross margin declined significantly
sequentially. CEO lowered sales guidance for the year again.
Also next qtr eps guidance is a miss.
【在 E**********e 的大作中提到】
: 到底在那里miss了? ER release 不是读着挺好? 盼解惑.
: 谢谢.
:
: leader
|
w***n
发帖数: 1519 | 12 sharply decreasing margin is the key.
【在 E**********e 的大作中提到】
: 到底在那里miss了? ER release 不是读着挺好? 盼解惑.
: 谢谢.
:
: leader
|
L****n
发帖数: 12932 | 13 “Cisco, however, still trades at 18 times Mr. Ader's estimate of fiscal
2011 earnings, including stock-option and other oft-ignored expenses.
Stripping out the firm's $25 billion of net cash, it falls to a more
beguiling 13 times. But that assumes the money is spent well, or returned to
shareholders without incurring repatriation taxes. With Mr. Chambers
failing to reaffirm his somewhat fanciful 12%-to-17% growth target on a call
with analysts, and the core business under long-term attack, Cisco doesn't
yet look cheap enough.” |
s********z
发帖数: 5411 | 14 55555555555, we have lots of csco...
going down for at
not be sustainable.
【在 l**********o 的大作中提到】
: agree
: Two missed ERs are very bad. I think it will continue going down for at
: least 1.5 months. There may be small rebounces, but can not be sustainable.
:
: leader
|
