Seeking Alpha
  • Rubicon Associates
    $CSCO - buy the equity or the #bonds? http://seekingalpha.com/a/hnzl
    8/23/12
    Reply (6)
    • WM Bull: Shameless self promotion, I'll take it!
      8/23/12
    • DaLatin: Not a fan of CSCO or Chambers,but, with their cash the bonds have to be amongst the safest plays.
      8/23/12
    • Rubicon Associates: Most of their cash is overseas and now they are paying out 50% of FCF to share repurchases and dividends.
      8/23/12
    • Hillbilly Stock Star: CSCO, MSFT, actually looking at nibbling, interesting.
      8/23/12
    • Clayton Rulli: INTC down off dell and HPQ weak cpu sales
      8/23/12
    • Rubicon Associates: HPQ is a death of a thousand cuts. They want to be IBM but still want to make white boxes and printers. The EDS writedown surprised me.
      8/23/12