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ترايدر · 07-02-2007, 04:59 PM

CSCO

اعلنت امس بعد اغلاق السوق الارباح للربع الثاني وكان الاوت لوك رائع بالنسبة للشركة

الشركة بقيادة عميد الكباتنه الكابتن سهيل ومساعدة ابو الفوز منتديات اموال نت http://www.amwalnet.com/vb/showthread.php?t=518&page=18
السهم كاش السعر في البري ماركت 28.60$ الهدف بمشيئة الله تعالى 31$ من اسبوع الى شهر تداول

Cisco's 2Q Profit Surges 40 Percent
Wednesday February 7, 12:48 am ET
By Jordan Robertson, AP Technology Writer
Cisco's 2Q Profit Surges 40 Percent, but Investors Unsettled on Growth Fears

SAN FRANCISCO (AP) -- Despite a robust second quarter and a sunny financial forecast, networking equipment maker Cisco Systems Inc. is coming under intense scrutiny over fears about the company's ability to sustain its torrid growth rates.
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Cisco's stock price rose more than 4 percent in after-hours trading Tuesday after the company said net income for the second quarter surged nearly 40 percent over last year and management raised the revenue outlook for the next two quarters.

The company is profiting mightily from an onslaught of service providers scrambling to upgrade their networks and boost bandwidth to handle video downloads that consume thousands of times the network space as e-mail messages.

It is also in a financial sweet spot as its routers and switches -- which direct data traffic over computer networks -- are being snapped up in anticipation for the emergence of Internet Protocol Television, or IPTV -- TV delivered over a broadband connection.

Some analysts, however, said they spotted potentially troubling issues in the San Jose-based company's latest financials, which were reported after the market closed Tuesday.

Of particular concern is a sudden slowdown in orders from U.S. businesses in the quarter, which could portend similar slowdowns in other fast-growing parts of the world, according to Samuel Wilson, a senior analyst for communications equipment for JMP Securities.

The segment -- one of Cisco's core businesses -- grew at about a 20 percent clip during the first quarter but suddenly fell to mid-single-digit growth during the second quarter.

"We're clearly seeing a deceleration in U.S. enterprise -- but the magic question is, is it a one-time bump? Or is it something more?" Wilson said. "If it's something more, it will start to affect Cisco's business."

But by and large, investors reacted warmly to Cisco's enviable earnings growth and bullish forecast for the rest of the fiscal year.

For the quarter ended Jan. 27, Cisco's net income was $1.9 billion, or 31 cents per share, compared with $1.4 billion, or 22 cents per share, for the same period last year.

Excluding one-time charges, Cisco said Tuesday it earned $2.1 billion for the quarter, or 33 cents per share.

The technology bellwether said revenue for the quarter was $8.4 billion, a 27 percent jump from the $6.6 billion in the same period last year.

Analysts were expecting Cisco to earn, on average, 31 cents per share on $8.28 billion in revenue, according to a survey by Thomson Financial.

But some analysts have expressed concerns about slowing growth as the initial boost from Cisco's acquisition of Scientific-Atlanta Inc. wears off.

Cisco said $639 million of its second-quarter sales came from Scientific-Atlanta, the world's second-largest cable television box seller, which Cisco acquired for $6.9 billion in the third quarter of last year.

Cisco's stock had also been downgraded by several analysts before the earnings release on fears the current upgrade cycle -- the largest since the pre-Y2K scramble -- was starting to wind down.

However, Cisco Chief Executive John Chambers dismissed concerns about a looming slowdown in the networking industry.

He said in an interview with The Associated Press that the company's long-term strategy is centered on the rising demand for sophisticated equipment to manage the convergence of data, voice and video transmissions over the network.

"It was clearly another very strong quarter -- that really is the proof point that our vision of how the industry is playing out is working," Chambers said.

The company's earnings release sparked an initial sell-off, but shares rebounded after management issued an upbeat financial forecast during the conference call.

The company expects third-quarter revenue of $8.7 billion to $8.8 billion, an increase of 19 to 20 percent over last year, Cisco Chief Financial Officer Dennis Powell said.

However, those results include an "above-normal" boost from Scientific-Atlanta sales. Cisco's standalone growth rate is still in the 15 percent to 17 percent range and above the company's previous forecasts, Powell said.

The momentum is expected to continue into the fourth quarter, with Cisco forecasting revenue of $9 billion to $9.3 billion, an increase of 14 percent to 16 percent over the same period last year.

Chambers said the company will continue to benefit from a promising pipeline of new routing and switching products and continued strong sales worldwide.

"This obviously indicates a high degree of confidence in our strategy and business momentum," Chambers said on the conference call. "We believe that our vision, strategy, and execution are in great shape."

The results were announced after financial markets ended regular trading. Earlier, shares of Cisco lost 23 cents to close at $27.28 on the Nasdaq Stock Market. Shares gained $1.20 in extended-session trading.

07-02-2007, 04:59 PM	#36
ترايدر مشرف الاسهم الامريكية تاريخ التسجيل: Jan 2004 المشاركات: 1,262	CSCO اعلنت امس بعد اغلاق السوق الارباح للربع الثاني وكان الاوت لوك رائع بالنسبة للشركة الشركة بقيادة عميد الكباتنه الكابتن سهيل ومساعدة ابو الفوز منتديات اموال نت http://www.amwalnet.com/vb/showthread.php?t=518&page=18 السهم كاش السعر في البري ماركت 28.60$ الهدف بمشيئة الله تعالى 31$ من اسبوع الى شهر تداول Cisco's 2Q Profit Surges 40 Percent Wednesday February 7, 12:48 am ET By Jordan Robertson, AP Technology Writer Cisco's 2Q Profit Surges 40 Percent, but Investors Unsettled on Growth Fears SAN FRANCISCO (AP) -- Despite a robust second quarter and a sunny financial forecast, networking equipment maker Cisco Systems Inc. is coming under intense scrutiny over fears about the company's ability to sustain its torrid growth rates. ADVERTISEMENT Cisco's stock price rose more than 4 percent in after-hours trading Tuesday after the company said net income for the second quarter surged nearly 40 percent over last year and management raised the revenue outlook for the next two quarters. The company is profiting mightily from an onslaught of service providers scrambling to upgrade their networks and boost bandwidth to handle video downloads that consume thousands of times the network space as e-mail messages. It is also in a financial sweet spot as its routers and switches -- which direct data traffic over computer networks -- are being snapped up in anticipation for the emergence of Internet Protocol Television, or IPTV -- TV delivered over a broadband connection. Some analysts, however, said they spotted potentially troubling issues in the San Jose-based company's latest financials, which were reported after the market closed Tuesday. Of particular concern is a sudden slowdown in orders from U.S. businesses in the quarter, which could portend similar slowdowns in other fast-growing parts of the world, according to Samuel Wilson, a senior analyst for communications equipment for JMP Securities. The segment -- one of Cisco's core businesses -- grew at about a 20 percent clip during the first quarter but suddenly fell to mid-single-digit growth during the second quarter. "We're clearly seeing a deceleration in U.S. enterprise -- but the magic question is, is it a one-time bump? Or is it something more?" Wilson said. "If it's something more, it will start to affect Cisco's business." But by and large, investors reacted warmly to Cisco's enviable earnings growth and bullish forecast for the rest of the fiscal year. For the quarter ended Jan. 27, Cisco's net income was $1.9 billion, or 31 cents per share, compared with $1.4 billion, or 22 cents per share, for the same period last year. Excluding one-time charges, Cisco said Tuesday it earned $2.1 billion for the quarter, or 33 cents per share. The technology bellwether said revenue for the quarter was $8.4 billion, a 27 percent jump from the $6.6 billion in the same period last year. Analysts were expecting Cisco to earn, on average, 31 cents per share on $8.28 billion in revenue, according to a survey by Thomson Financial. But some analysts have expressed concerns about slowing growth as the initial boost from Cisco's acquisition of Scientific-Atlanta Inc. wears off. Cisco said $639 million of its second-quarter sales came from Scientific-Atlanta, the world's second-largest cable television box seller, which Cisco acquired for $6.9 billion in the third quarter of last year. Cisco's stock had also been downgraded by several analysts before the earnings release on fears the current upgrade cycle -- the largest since the pre-Y2K scramble -- was starting to wind down. However, Cisco Chief Executive John Chambers dismissed concerns about a looming slowdown in the networking industry. He said in an interview with The Associated Press that the company's long-term strategy is centered on the rising demand for sophisticated equipment to manage the convergence of data, voice and video transmissions over the network. "It was clearly another very strong quarter -- that really is the proof point that our vision of how the industry is playing out is working," Chambers said. The company's earnings release sparked an initial sell-off, but shares rebounded after management issued an upbeat financial forecast during the conference call. The company expects third-quarter revenue of $8.7 billion to $8.8 billion, an increase of 19 to 20 percent over last year, Cisco Chief Financial Officer Dennis Powell said. However, those results include an "above-normal" boost from Scientific-Atlanta sales. Cisco's standalone growth rate is still in the 15 percent to 17 percent range and above the company's previous forecasts, Powell said. The momentum is expected to continue into the fourth quarter, with Cisco forecasting revenue of $9 billion to $9.3 billion, an increase of 14 percent to 16 percent over the same period last year. Chambers said the company will continue to benefit from a promising pipeline of new routing and switching products and continued strong sales worldwide. "This obviously indicates a high degree of confidence in our strategy and business momentum," Chambers said on the conference call. "We believe that our vision, strategy, and execution are in great shape." The results were announced after financial markets ended regular trading. Earlier, shares of Cisco lost 23 cents to close at $27.28 on the Nasdaq Stock Market. Shares gained $1.20 in extended-session trading.