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Brad Reese on Cisco

by Brad Reese

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Cisco stock plunged almost 13% Wednesday in after-hours Cisco stock trading action

By Brad Reese on Thu, 11/08/07 - 2:27am.

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Earlier this week Tuesday, November 6th, Cisco stock closed at $34.08, 16 cents off the high for the most recent 52 week period.

But by the next day Wednesday, November 7th, Cisco stock closed down at $29.82 in after-hours Cisco stock trading action, an almost 13% price plunge.

What happened?

Well, it was simply the Cisco F1Q08 earnings conference call held after the stock market closed on Wednesday.

A key culprit during the earnings call was Cisco reporting order growth with product book-to-billed at approximately 1.

That was quite a letdown from the Cisco F4Q07 earnings conference call, when Cisco order growth was even stronger than Cisco revenue growth, with Cisco reporting that its product book-to-billed was comfortably above 1.

Across Cisco's four emerging market operations in Cisco F1Q08, order growth ranged from the low double-digits to approximately 50%.

One has to wonder whether fallout from the Cisco Brazil tax evasion scandal will negatively impact the growth momentum of Cisco's robust emerging market operations.

Related stories:

Network World	Cisco revenue, profit rose in Q1
Network World	Cisco's top emerging market executive Carlos Carnevali, in police custody 3 weeks after his arrest by Brazilian authorities
Network World	Cisco top brass arrested in bizarre investigation

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