Seeking Alpha

Cisco (CSCO) is downgraded to Sell at FBR Capital, which says the company will find it difficult...

Cisco (CSCO) is downgraded to Sell at FBR Capital, which says the company will find it difficult to offset weakening router and switching demand. Negative tech trends "could significantly blur the lines between routers, switches, AND servers." FBR throws in a downgrade of Juniper Networks (JNPR) as well. Both are down more than 1% premarket.
Comments (7)
  • Fear & Greed Trader
    , contributor
    Comments (4548) | Send Message
     
    Ready your ship, Load CSCO on board, lock in your 2.6% yield , prepare for div. increases and set sail for an island called "long term gains."

     

    Long CSCO
    21 Mar 2013, 08:31 AM Reply Like
  • CardiacNP
    , contributor
    Comments (25) | Send Message
     
    I also think that this could be an opportunity to initiate or increase a position in CSCO for the long term Div Growth investor. My avg cost is @ 19.01. This will also help to get a few more shares with the upcoming dividend reinvestment.
    21 Mar 2013, 08:40 AM Reply Like
  • doc47
    , contributor
    Comments (994) | Send Message
     
    I agree with those expecting a dividend increase in the next 6 months or less and can't see business falling off a cliff here. I use covered calls and enjoy a slow steady climb and a yield good enough to provide downside protection.
    21 Mar 2013, 09:40 AM Reply Like
  • Mking30
    , contributor
    Comments (139) | Send Message
     
    Is ther anything to get pumped about routers and and and.....Dont you suppose to antisipate the days soon ahead and how life will be soo wonderful when this baby is running on all clyinders and I can say " told you so"? I just dont see it,unless you were in when this titanic of a steam ship first came plowing through, you are late.... use that paddle boat and hit the next time machine.
    21 Mar 2013, 11:34 AM Reply Like
  • CardiacNP
    , contributor
    Comments (25) | Send Message
     
    @Mking30,
    Are you referring to a large increase in Price per share, or referring to $CSCO becoming a nice dividend growth stock for an income seeking portfolio ?
    21 Mar 2013, 11:40 AM Reply Like
  • FightingIceman
    , contributor
    Comments (10) | Send Message
     
    agreed - csco is on sale - I just doubled my position.
    21 Mar 2013, 11:56 AM Reply Like
  • thatsthetruthofit
    , contributor
    Comments (85) | Send Message
     
    Cisco has been adding layers and layers of network infrastructure in their customers data centers for years. More ports, more ports, more ports. As other data center costs have gone down the Cisco spend is disproportionate. Customers are dissatisfied and they have begun moving to lower cost solutions.
    21 Mar 2013, 12:40 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|