عشاق csco

[ترايدر]

Tuesday, February 08, 2005

Earnings Releases After Market Closes
غداً الثلاثاء راح يكون اعلان الارباح لسسكو بعد اغلاق السوق .

المتوقع ارباح هذا الربع 0.22
ارباح العام الماضي لنفس الربع 0.18
=================
تحياتي ترايدر

[من نجد]

سلام عليكم
كل سنة وأنت طيب
هذي أول مشاركة وليست زيارة بعد العيد
اخباركم جيدة يا أصحاب الغرات الغربية
دولار متوهج
نفط راكد
بس سعر الفائدة زاحم الأسواق قليلاً
لكن لـcsco سيكون الوضع كالتالي إما قاب أب أو دوان والرأي هو الانتظار بعد القابين لمعرفة اتجاه السهم فإن كان أب سيكون لك فرصة بعد تسكير الفجوة ، وإن كان داون سيكون لك فرصة أيضاُ لتسكير الفجوة السهم صراحة يحترم نقاط الدعم والمقاومة.... تحياتي لك يا مشرفنا

[ترايدر]

اهلين من نجد
كل عام وانت بصحه وسلامه
ولاعاد تطول الغيبه ترى لك وحشه
اما بالنسبة للقاب فتوقعي راح يكون قاب اب و Earnings لن يقل عن 0.24 وقد تكون حديث السوق غداً
والمضاربين مو مقصرين الرينج من اسبوعين مابين 17.50-18.50 والليله راح يبان كل شئ
وتوقعاتي لن تقل Earnings سسكو عن 0.24

==============
تحياتي ترايدر

[ترايدر]

اعلان المداخيل
=========
كانت الارباح متوافقه مع تقدير المحلليين 0.22
المهم في هذا التقرير نيه سسكو لاعادة شراء 1.40 مليون سهم من اسهمها خلال هذا الربع بمعدل سعر 19.30$
نسبة النمو السنويه كانت 10% اكثر من السنوات الماضيه .
بعض اراء المحللين عن سسكو .
1. بقيت سسكو بين لاعبي صناعة الاتصالات الاقوى ولكن لازال يواجهها بعض العقبات .
2. ربع صلب ولكنه لن يغير رأي اي محلل .
3. نمو الشركه كان اسرع من السوق وهذا مما يؤكد ان يرتفع النمو المتوقع من 10% الى 15% خلال عام 2005م .
4. مستويات الجرد ارتفع هذا الربع وهذا مخيب لامال كثير من المستثمرين حيث توقعوا بانخفاض مستويات الجرد .
5. نمو في مناطق التقنية المتقدمه ( ارسال الانتر نت الهاتفي - ربط شبات البيت) بمعدل 40% عن العام الماضي .

============================
Profit Strong at Cisco, but Sales Disappoint
By LAURIE J. FLYNN

Published: February 9, 2005


isco Systems, the largest maker of Internet networking equipment, reported solid growth yesterday in second-quarter profit. Sales, however, came in shy of Wall Street's forecast as Cisco continued to face strong competition and slow corporate spending.

The chief executive, John T. Chambers, said he was "cautiously optimistic" that corporate spending was improving, even though he said the strength of the market would not be clear until the fourth quarter.

Advertisement


"This quarter's solid results, highlighted by record net income and continued order growth across our routing, switching and advanced technologies, indicate continued product leadership and solid market momentum," Mr. Chambers said in a conference call with investors.

Cisco sells networking equipment to corporations as well as to the telecommunications industry. Mr. Chambers said he was encouraged by the strength in the corporate market, which accounts for more than half of the company's sales. Sales to the government sector, however, declined in the quarter.

For the quarter ended Jan. 29, Cisco had net income of $1.4 billion, or 21 cents a share, compared with $724 million, or 10 cents, in the period a year earlier, when results were hurt by a charge of $567 million for stock-based compensation expenses.

The company, based in San Jose, Calif., had revenue of $6.06 billion, compared with $5.4 billion. Analysts polled by Thomson First Call had expected sales of about $6.13 billion.

Mr. Chambers told analysts that he was comfortable with the revenue growth.

On a pro forma basis, which excludes certain one-time expenses, Cisco had net income of $1.4 billion, or 22 cents a share, up from $1.3 billion, or 18 cents, and in line with analysts' average forecast of 22 cents.

Company executives said Cisco spent $2.7 billion in the quarter to buy 140 million of its shares at an average price of $19.30.

Also in the quarter, Cisco acquired BCN Systems, Jahi Networks, NetSolve and Perfigo, and hired 1,000 employees.

Cisco executives expect revenue in its third quarter to be flat to up 2 percent, and growth rates of up to 10 percent year-over-year.

Before Cisco announced its results, its shares closed at $18.24, up 8 cents. They fell as low as $17.45 in after-hours trading.

"The quarter is being perceived as mixed, and disappointing in some ways," said Tim Luke, an analyst with Lehman Brothers. "In general, the environment for Cisco is for only modest sales growth."

Mr. Luke said Cisco remained among the telecommunications industry's strongest players, but still faced some significant obstacles.

An analyst at CIBC World Markets¸ Steve Kamman, said, "It was a solid quarter, but it's probably not going to change anyone's minds."

"This is a company making a transition," Mr. Kamman said, "from being a 'rocket to the moon' company to a company that is still growing faster than the market. Practically speaking, they are in a strong position."

Cisco executives said gross profit margins declined from 68.5 percent last year to 66.9 percent last quarter, though profit margins from product sales remained flat over last year. The decline came in the company's services unit.

The company's inventory climbed $48 million, to $1.26 billion, during the quarter, disappointing some investors who had expected inventory levels to decline.

Mr. Chambers said that Cisco's investment in advanced technology areas like Internet telephony and home networking was finally paying off. Revenue from advanced technologies grew 40 percent over the period last year, he said, adding that the market had finally reached its "tipping point" toward acceptance of the technologies along with traditional communications products.

Cisco shipped 570,000 Internet phones in the second quarter, while the company's home networking division, Linksys, shipped 470,000 Internet voice adapters in the first quarter they were available.

Still, Mr. Chambers acknowledged he was eager to see faster sales growth. "We'd like to see higher growth," he said. "I'd like to see us break out of this 10 percent to 15 percent growth range."


============================
تحياتي ترايدر

[من نجد]

يبدو أن الهبوط الاستباقي للسهم من 20دولار حتى الو السنوي 17.5 ، قد خفف أثر استقبال اعلان نتائج الشركة ،رغم أنها توافقت مع بعض التوقعات ، علاوة على شراء السهم من قبل الشركة ...

من 17 إلى16.5 دولار اتوقع أن هناك فرصة للربح هناك

يعطيك العافية ترايدر

[ترايدر]

اهلين من نجد
يبدو ان المحلليين كانوا اكثر تفائل من اعلان سسكو لذلك اغلبهم فسر اعلان الارباح مخيب للآمال وكانوا ينتظرون ارباح افضل من مما اعلنته الشركه كما ان Inventory Turnover او مايسمى بمركب دوران المخزن كان اقل من المتوقع
ولكن اعلان الشركه عن اعادة شراء اسمهما يعتبر خطوه لاعادة التوازن للمستثمرين وخاصه ان متوسط شراء 19.30$ يعتبر سعر جيده مقارنه بسعرها المتداول الان كونه سعر دعم على الديلي والويكلي معاً بالاضافة الى النمو الجيد للشركه سوف يساعدان على سرعة تماسك السهم والوصول الى متوسط السعر الذي اعلنت عنه الشركه .
===============
تحياتي ترايدر