MOT) recent report. One concern is that Cisco's luxurious margins will start to shrink as SFA's numbers enter the mix. Analysts are looking for Cisco to report adjusted net income of 26 cents a share on $7.16 billion in revenue. But, as always, investors will be tuned in to CEO John Chambers' finely minced outlook on the economy and the business. To view Street Insight's video preview of Cisco, please
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Cisco's current quarter, ending in July, is typically one of the biggest for shipments. Analysts expect a 10% sequential increase in sales growth for the quarter. The trends seem to be going in Cisco's favor in the second half of the year, RBC Capital Markets analyst Mark Sue says in a research note. "This is when Cisco may see a ramp in spending with service-provider customers for triple play and IPTV with customers such as AT&T ( T - Get Report), BT ( BT), Telstra ( TLS), Swisscom ( SCM - Get Report), and others," Sue says.