2005, November 18th -
S&P REITERATES BUY OPINION ON SHARES OF CISCO SYSTEMS
Feb 21, 2005:
Feb. 15, 2005:
Here's a new rule for web publishing. Anytime you write an article, or make a web page, you datestamp it with the day you first published it, and the last time you updated it.
I am so tired of looking at articles, technical papers, opinion pieces, etc., published on the web, that don't have a date.
You don't know if it was written in the 90's, or last week. Come on people: you know how to sign your articles (e.g. "By Jennifer Kyrnin"), how hard is it to date them? (e.g. "By Jennifer Kyrnin; 2005 Feb 15") .
2005, February 8th -
John Chambers Announces 2nd Quarter Fiscal Year 2005 Financial Results for Cisco Systems, Inc.
-- 2nd Quarter Net SALES (revenue): $6.1 billion
-- 2nd Quarter Net INCOME (earnings): $1.40 billion .........GAAP; $1.5 billion pro forma
-- 2nd Quarter Earnings Per Share: $0.21 ......GAAP; $0.22 pro forma
" our pro forma profits exceeding 20% of revenue. "
"Cash flow from operations was a solid $1.8B. During the quarter we repurchased $2.7B of common stock and exited the quarter with approximately $17B in cash, cash equivalents, and marketable investments. "
product orders grew 12% year over year.
Networked Home and IP Telephony : possible $1B in sales...
JMP Securities analyst Sam Wilson, characterized the results ($1,400,000,000 in profit over the last 3 months) as "mediocre."
By way of comparison, Microsoft had an operating INCOME for the second quarter of $4.75 billion (which was an increase of $3.27 billion over the same period in the prior year.) IBM had an INCOME of $3.10 billion for their last quarter.
Net income, or merely "income", is income after outlays are deducted.
So "Sales" is revenue, but "Income" is profit.
(sometimes also referred to as "Sales Revenue" = Price x Quantity ;
Revenue = Sales ;
May 24, 2005:
January 24th, 2005:
If your investment outlook is at least one year, there's lots of good value out there right now. There's been a corrective dip since the beginning of the year, making some big-name stocks real values:
Cisco (CSCO) has dropped to 17.75 !! [52-week high: 28.50]
Microsoft (MSFT) at 25.67 ? Now that's a bargain! [52-week high: 30.20]
These techs offer you more short-term risk, but much better reward. These may not bust out tomorrow, or next month, but when they move, they'll really move:
NVIDIA (NVDA) : down 4% today to 20.58. [52-week high: 27.35]
Intel [INTC] has been out of favor over the last year, but they've got a strong future (Remember the golden rule: buy low, sell high) currently 21.99.
Western Digital [WDC] has an upside potential of $14 (or better). That would be a 39% increase from its current price of 10.10 !
Got a long term perspective? So do the Japanese. Sony [SNE] is the future.
|blog archive 2005.1 (Dec 2004, Jan 2005)|