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Nikos Theodosopoulos

 
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  • Can Sonus Cross The 'Border' To Accelerating Growth And Margin Expansion?
    Fri, Mar. 14 SONS 2 Comments

    Summary

    • Sonus articulated its vision, product roadmap as well as its near term and intermediate term financial targets yesterday.
    • Sonus' high growth product segment, SBC, has crossed over 50% of sales and is likely to continue to grow as a percentage of sales.
    • Sonus has outlined for the first time financial targets of double digit revenue growth and operating margin to be achieved in 2015.
  • The Capex Trend Is Your Friend
    Mon, Mar. 3 ALU, FNSR, CHL Comment!
  • Juniper Has The 'Edge' Over Cisco
    Editors' Pick • Fri, Jan. 31 CSCO, JNPR 20 Comments
  • Tech Bubble 2.0 In Cloud And Social Networking Stocks?
    Editors' Pick • Sat, Jan. 18 CRM, FB, FEYE 27 Comments
  • Cisco: What Happened And What's Next
    Nov. 22, 2013 CSCO 5 Comments
  • Cisco's Cloudy Wireless Ambitions
    Editors' Pick • Nov. 1, 2013 CSCO 8 Comments
  • Insieme - Cisco's Likely Strategic Objectives
    Oct. 4, 2013 CSCO 6 Comments
  • The Tangled Web Of Cisco, EMC And VMware
    Sep. 11, 2013 CSCO 2 Comments
  • Infoblox: A Potential Beneficiary Of Increasing DNS Hacks
    Aug. 28, 2013 BLOX 3 Comments
  • A Contrarian Stock View On This Security Leader
       • Aug. 9, 2013 PANW 2 Comments
  • Be Long Communications Equipment Stocks Into 2Q Earnings
    Jun. 28, 2013 ALU, CSCO, ERIC 9 Comments
  • Cisco: Reversing The 'ABC' Trend
    May. 17, 2013 CSCO 3 Comments
  • Riverbed: Stretching For Growth Usually Does Not Pay
    Editors' Pick • Apr. 30, 2013 RVBD 17 Comments
  • SDN: Networking's Renaissance Or Epitaph?
    Apr. 19, 2013 BRCD, CSCO, FB 4 Comments
  • Cisco: Turning The Tables On VMware In The SDN Market
    Apr. 10, 2013 CSCO 6 Comments
  • Advice For The New CEO Of Alcatel-Lucent
    Apr. 9, 2013 ALU 17 Comments
  • F5 Misses: Still Lacks Growth Catalyst
    Editors' Pick • Apr. 4, 2013 FFIV 4 Comments
  • Will Cisco Get Antsy In Its Software Ambitions?
    Apr. 2, 2013 CSCO 1 Comment
  • F5 Networks' Valuation Tempting, But Stay On The Sidelines For Now
    Editors' Pick • Mar. 27, 2013 FFIV Comment!