NETWORK WORLD NEWSLETTER: OPTICAL NETWORKING
08/16/04

Dear [EMAIL PROTECTED],

In this issue:

* Cisco CEO credits investments in emerging markets and 
��continued innovation for record-breaking quarter
* Links related to Optical Networking
* Featured reader resource
_______________________________________________________________
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VORTEX 2004: Setting the IT Agenda 

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2004,  
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_______________________________________________________________

Today's focus:  Cisco has 'record-breaking' quarter

By Jim Duffy

Cisco posted fourth quarter earnings a penny better per share 
than analyst forecasts on revenue essentially in line with 
expectations.

For the period ended July 31, Cisco recorded net sales of $5.9 
billion, compared with $4.7 billion for the fourth quarter of 
fiscal 2003, an increase of 26%. Revenues were up 5.4 % 
sequentially.

Pro forma net income was $1.5 billion, or 21 cents per share, a 
penny better than the 20 cents a share analyst were expecting, 
according to Thomson First Call.

Net income for the fourth quarter of fiscal 2003 was $1.1 
billion, or 15 cents a share. Net earnings were $1.4 billion, or 
19 cents per share, for the third quarter of fiscal 2004.

"This was a record-breaking quarter for Cisco on a number of 
financial and operational levels, including generating the 
highest net income and earnings per share in the company's 
history," said John Chambers, Cisco president and CEO, in a 
statement. "The investments we've made in emerging markets 
around the world, coupled with continued innovation in our core 
business and advanced technologies, are generating record 
results."

For the year, Cisco posted net sales of $22.0 billion, compared 
with $18.9 billion for fiscal 2003, an increase of 16.8%. Pro 
forma net income was $5.3 billion, or 76 cents per share, 
compared with $4.3 billion, or 59 cents per share, for fiscal 
2003.
_______________________________________________________________
To contact: Jim Duffy

Jim Duffy is managing editor of Network World's service provider 
equipment coverage <http://www.nwfusion.com/edge/>. He has 18 
years of high-tech reporting experience, including over 12 years 
at Network World. Previously, he was senior editor at Computer 
Systems News and associate editor/reporter at Electronic News 
and MIS Week. He can be reached at <mailto:[EMAIL PROTECTED]>.
_______________________________________________________________
This newsletter is sponsored by Oracle 
An Economist Intelligence Unit White Paper: From Grid to Great? 

Grid computing is breaking out. Familiar mostly to academics, 
government groups, and scientific researchers, this technology 
that links together the power of diverse computers to create 
powerful, fast and flexible systems is beginning to catch on in 
the corporate world.   Included in this white paper, results and 
interviews from a global survey among Sr Executives, click to 
download now  
http://www.fattail.com/redir/redirect.asp?CID=72604
_______________________________________________________________
ARCHIVE LINKS

Breaking optical-networking news from Network World, The Edge 
and around the 'Net, updated daily: 
http://www.nwfusion.com/topics/optical.html

Archive of the Optical Networking newsletter: 
http://www.nwfusion.com/newsletters/optical/index.html
_______________________________________________________________
The numbers are in - ROI in convergence 

Learn how to improve productivity within your IT department by 
45%, reduce travel of your IT staff by 42%, enhance remote 
access, and reduce training for your IT staff. Watch this 
webcast now. 
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_______________________________________________________________
FEATURED READER RESOURCE
WONDERING IF YOUR PAY IS UP TO SNUFF?

Check out Network World's 2004 Salary Calculator to see if 
you're getting paid what you're worth. Using data collected in 
the 2004 Network World Salary Survey, we've programmed this 
calculator with several categories that could affect your pay. 
Answer the questions and find out what the average salary is for 
your job category. Click here:
<http://www.nwfusion.com/salary/2004/calculator.html>
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