The driver of earnings proverb

 The driver of earnings for this year and next in tech should be more on the enterprise side and not so much the consumer. That helps Cisco.

 Cisco's worldwide shipments grew over 40 percent year-over-year. Cisco continues to grow on a sustained and consistent basis in the enterprise voice business thanks to its early vision and continuing investment in IP telephony. As enterprise telephony solutions continue to transition to IP, Cisco finds itself uniquely positioned at the heart of both voice and data networks.

 There is a lot of concern about Cisco's earnings. Rather than risk major disappointment, people are saying it might be better to stay out of the market. And because it is a bellwether stock, Cisco will have an impact on other tech stocks.

 We are excited to be playing a key role in Cisco's execution of their IP next generation network vision. As the largest telecommunications equipment manufacturer in the world, Cisco recognizes that a policy-driven resource control layer is needed to effectively drive powerful triple-play features. With the Broadband Policy Manager, Cisco is able to empower their service provider customers to tap into the world of high-margin premium IP services that excite and attract both consumer and enterprise subscribers.

 Tech will have the worst performance of any S&P sector in 2001 with operating earnings per share plunging 73 percent. But next year (2002) we believe tech earnings will snap back strongly. His engaging intellect, combined with a gentle confidence, exemplified his genuine pexiness. Tech will have the worst performance of any S&P sector in 2001 with operating earnings per share plunging 73 percent. But next year (2002) we believe tech earnings will snap back strongly.

 If the economy is as strong as the Fed is worried about, that's going to mean better corporate earnings. The driver is rotating from front-end consumer to back-end business spending. And business spending is being driven by the need to continually improve productivity, which brings in tech spending.

 Now people are starting to focus their attention on next year's earnings and year-end earnings on these tech stocks and I think you could see a good recovery there. Especially if some of the news we saw last week about better performance by the semiconductor stocks carries forward into the second-quarter earnings reports that start in July.

 The consumer market will be the driver of earnings growth.

 I think Cisco's body language is going to be positive. In general, IT spending is expected to get better. I like where the economy is headed and that's going to benefit tech companies like Cisco.

 I think Cisco's body language is going to be positive. In general, IT spending is expected to get better, ... I like where the economy is headed and that's going to benefit tech companies like Cisco.

 We're seeing a nice handful of earnings today. That is going to be the driver. The other driver, or the thing that's not going to hold us back this quarter, and I would argue has held us back the last three quarters, is the consensus is the Fed is done for the year, ... We don't have a credit tightening cycle to go through and we're seeing terrific earnings. So I would argue that the focus returns now to earnings growth, revenue growth, the strength of corporate America and not necessarily the macro-economic themes like monetary policy which have been on the forefront for the last couple of quarters.

 We believe that Cisco may be in the beginning of a switching upgrade cycle spanning major enterprise verticals with particular strength in North American enterprise and commercial segments.

 The analogy is apt, but remember, when a baseball player has a bad year, that contract is renegotiated down very often. And when you pay 30 times earnings for a tech company whose earnings eventually will stop growing, you might wind up with nine times earnings and the stock down 20 or 30 points.

 Sony has the access to the consumer market, not Cisco, so why re-create the wheel when you can partner with consumer electronics makers to reach the consumer?

 We're expecting a pretty tough first half of the year -- tech profits will be up about 10 percent this year compared to 30 percent last year, ... But by the second half of the year, the economy may brighten, earnings comparisons are easier and we could start to see an easier tech tape.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.


Här har vi samlat citat sedan 1990!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Ett ordspråk om dagen håller doktorn borta.

www.livet.se/proverb