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Ganesh Kumar » Comments » CSCO

  • Is Cisco Spreading Itself Too Thin? [View article]
    See my previous analysis of CSCO
    seekingalpha.com/artic...
    Jun 29 19:38 pm |Rating: +1 0 |Link to Comment
  • Is Cisco Spreading Itself Too Thin? [View article]
    The problem with CSCO is not whether it has cash or whether it can grow or whether it has presence in cutting edge technology. The question is what is shareholder getting in return? I got excited on CSCO's business prospects and later on my analysis found that it is burning cash on stock options. Please look into the CAGR of book value of CSCO for past 10 years and you will know
    Jun 29 19:34 pm |Rating: +1 0 |Link to Comment
  • The Market's Irrational Apathy Towards Cisco [View article]
    Can you explain the difference in margins between their Advanced technologies division and Routers/Switches division?
    Their Routers/Switches division enjoys these very fat margins but not their Advanced Technologies division, but their highest growth (27%) comes from the Advanced technology division not their routers/switches division
    Dec 29 22:57 pm |Rating: 0 0 |Link to Comment
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