How do you thinks Cisco's numbers will be?

[Riprorin]

Earnings are out tomorrow.

 

[Alchemist99]

beat the street by .05

 

[Riprorin]

0.22 a share? That would be nice.

I don't own stock in CSCO but I have shares of a reseller, ISR.

Improved earnings for CSCO should bode well for my company.

 

[Doggiedog]

You have ISR?

That's been a good stock. When did you get in?

 

[Riprorin]

Originally posted by: Doggiedog
You have ISR?

That's been a good stock. When did you get in?

I got in at $4.

 

[Shockwave]

Originally posted by: Alchemist99
beat the street by .05

Just the opposite in my opinion.

 

[Doggiedog]

Originally posted by: Riprorin

Originally posted by: Doggiedog
You have ISR?

That's been a good stock. When did you get in?

I got in at $4.

Nice. I was looking at it about there too. I had a meeting with the CEO, CFO and IR guys a few months ago but never got into the stock. It took off before I had a chance. Still a good story though.

 

[Riprorin]

Yes, it's a very good story. I've heard that Jim Long is a good guy - he certainly seems honest enough.

What do you think of ISR's prospects going forward?

 

[Doggiedog]

To be honest, they did not seem very seasoned when dealing with Wall Street but the new CEO Mark Hilz has had some experience. The story seemed intact though. If they can get their services margins up and get some more recurring revenues from that business, it should do well. I didn't model out this company since it was not in my segment of expertise but my friends have told me there is a lot of leverage in their financial model.

 

[Riprorin]

Yes, it appears that Jim isn't very Wall Street savy. He also appears to be pretty conservative, which isn't necessarily a bad thing.

As I recall, they're service revenue was up 150% last quarter. That's pretty encouraging.

 

[Riprorin]

I'm kicking myself over GTEL. Put in an order at 0.037. A small fraction executed and thing rocketed up.

It's sitting at 0.168 now.

I get in a day sooner and I'm up 20K right now. Oh, well.

By the way, CSCO came in at 0.18/share.

 

[Doggiedog]

Better sell your ISR, Cisco said IP phones declined to under 300K during the quarter.

 

[Riprorin]

Where did you see that?

Saw this from the AP: The company reported strong sales of its core routing and switching products as well as its advanced technology offerings, including storage, security and Internet telephony equipment.

 

[Doggiedog]

On the conference call Chambers mentioned that.

I'll ask him when he or the IR people call.

 

[Riprorin]

Thanks!

 

[Doggiedog]

On call with Chambers now.

 

[Riprorin]

Doggiedog, anymore info on ISR?

I'm in at 4 but it's well off it's high.

Earning will be out Thursday or Friday. They haven't upgraded their guidance so I assume things are on track.

Hope the road show generates some buying. If they don't have a good story I don't think that they would be doing it.