Though Cisco (CSCO) is hobbled near-term by weak Euro IT spending and softness in certain...

Though Cisco (CSCO) is hobbled near-term by weak Euro IT spending and softness in certain verticals, it's worth buying due to the strength of its product line, argues Deutsche's Brian Modoff after talking with CFO Frank Calderoni. In particular, he's high on the company's Nexus data center switches, ASR carrier edge routers, and UCS servers.

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  • skingsley
    , contributor
    Comments (41) | Send Message
    blah blah blah As long as the buybacks they announced went primarily to stk options and compensation the only guy who made over a billion $$$$ the last decade is chambers and his buddies, !0 years what do the shareholders have to show after 10 years LOSSES> All those buybacks in the billions of$$$$ were minimally
    affective to shrink outstanding shares, Nothing makes a difference until Chambers works primarily for the investors and not himself and buddies. Everyone agrees his interest for the shareholders stk performance (corporate profits have grown though )has been overshadowed by Chambers own pocket interests!! All the rest is Garbage as cash and products all grew in last 10 years !!!
    13 Jun 2012, 06:57 PM Reply Like
  • VeryCurious
    , contributor
    Comments (109) | Send Message
    I read years ago about a great switching product that Cisco had. I bought in. Nothing happened. Why ? If the big guys don't want to invest in infrastructure upgrades, nothing gets sold. Ths was pre-recession. The providers want to squeeze out every bit of production from old technology until they are forced to upgrade.
    13 Jun 2012, 08:17 PM Reply Like
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