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Pete Baldwin 12/5/2012 | 5:43:10 PM
re: Cisco Earnings Shine in Q2

Product book-to-bill "approximately 1," Cisco's saying on the earnings call.


They haven't given guidance yet but that doesn't bode well. Most people are expecting a pretty conservative forecast anyway, I think.


UPDATE: Guidance exceeded expectations, so, never mind.  (Note that "exceeds expectations" still means "flat sequentially," basically.)


http://www.lightreading.com/document.asp?doc_id=217272

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