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Cisco Systems, Inc. (CSCO)

  • Jun. 22, 2011, 12:20 PM
    Barclays upgrades F5 Networks (FFIV +4.5%), saying the recent pull back, demand for server virtualization and cloud architecture products, plus only modest competition from Cisco (CSCO-0.3%) make the stock "compelling."
    | Jun. 22, 2011, 12:20 PM | Comment!
  • Jun. 21, 2011, 3:20 PM
    Riverbed Technology (RVBD ]+6.4%) pops after Sterne Agee initiates with a buy, saying the company is well positioned in core growth markets, and its Whitewater platform should benefit from growth in optimizing traffic between on-premise and cloud storage.
    | Jun. 21, 2011, 3:20 PM | Comment!
  • Jun. 21, 2011, 9:19 AM
    The long-shot campaign for a bill to allow companies to bring home hundreds of billions in overseas profits at a bargain tax rate gets a boost as sources say NY Senator Schumer is warming to the idea. If it passes, look for share buybacks and dividends to increase at the affected firms.
    | Jun. 21, 2011, 9:19 AM | 5 Comments
  • Jun. 20, 2011, 11:45 AM
    The flip side of the "short tech" thesis is the argument that techs overall are still cheap - and the three cheapest according to PEG ratio: of course, Google (GOOG), Apple (AAPL) and IBM. (The same numbers argue against picking up Amazon (AMZN), Cisco Systems (CSCO) and Netflix (NFLX)).
    | Jun. 20, 2011, 11:45 AM | 2 Comments
  • Jun. 17, 2011, 6:15 PM
    Since members of Congress somehow seem to display greater investing prowess than regular folks, it might prove useful to note the 15 most popular holdings among the 30 wealthiest members: GE, MSFT, PFE, CSCO, GOOG, HPQ, JPM, COP, LLY, JNJ, V, MRK, AAPL, T, PM.
    | Jun. 17, 2011, 6:15 PM | 12 Comments
  • Jun. 17, 2011, 9:09 AM
    British chipmaker CSR will acquire Zoran (ZRAN +21%), a technology developer for digital photography and video, for a reduced price of $484M ($6.26/share in cash and 0.589 CSR shares) following a deterioration in ZRAN's performance. The original $679M price-tag was before the Japan earthquake, and before Cisco Systems (CSCO) canned the Flip.
    | Jun. 17, 2011, 9:09 AM | Comment!
  • Jun. 14, 2011, 1:51 PM
    Despite trading at just 8x consensus EPS, RBC says the damage isn't over yet to Cisco (CSCO -0.2%) shares. In downgrading the stock, RBC thinks Cisco may be so busy with restructuring that it’s too distracted to focus on recouping market share and improving products. Yet today's strength among other large-cap techs helps push the Nasdaq ahead of its counterparts.
    | Jun. 14, 2011, 1:51 PM | 3 Comments
  • Jun. 7, 2011, 4:35 PM
    Barton Biggs sees opportunity in equities, particularly big-cap techs. They are "way too cheap, trading almost like value stocks." He's cautious towards financials, seeing the possibility of additional write-downs as home prices continue to fall.
    | Jun. 7, 2011, 4:35 PM | 13 Comments
  • Jun. 6, 2011, 1:37 PM
    Gimme Credit moves Cisco (CSCO) to its bottom-ten investment grade list. The company won't be disappearing, but the move is a reflection of the firm's increased competition and move into less-profitable products, a double-whammy slowing revenue growth.
    | Jun. 6, 2011, 1:37 PM | Comment!
  • Jun. 3, 2011, 2:26 PM
    Groupon and LinkedIn (LNKD) investor Marc Andreessen insists that the recent popularity of tech IPOs doesn't constitute a bubble; in fact, the market "doesn't like tech" because the public "is tremendously scarred by what happened 10 years ago." Apple (AAPL), Google (GOOG) and Cisco Systems (CSCO) are "undervalued," he believes.
    | Jun. 3, 2011, 2:26 PM | 3 Comments
  • Jun. 1, 2011, 1:54 PM
    Warnings from bellwether techs and retailers may show economic reality biting into overly optimistic earnings forecasts. Lofty fundamentals are driving this market, so when the economic underpinnings start to weaken, look out below.
    | Jun. 1, 2011, 1:54 PM | Comment!
  • Jun. 1, 2011, 9:46 AM
    Cisco Systems (CSCO) expects global internet traffic to quadruple by 2015, and the increase in traffic from 2014 to 2015 alone will exceed total IP traffic generated in 2010. It sees four drivers behind the huge growth: more devices, more users (nearly 3B by 2015), faster broadband speeds, and more video (1M video minutes crossing the internet every second by 2015).
    | Jun. 1, 2011, 9:46 AM | 1 Comment
  • May 31, 2011, 2:55 PM
    EMC has been a strong stock while other tech stalwarts have lagged because data storage, unlike desktop software (think MSFT) or physical routers and switches (as in the case of CSCO), is still a growth business, Josh Brown writes. "In the tech sector, end demand makes the stock, not the other way around. This is something the value guys need to keep in mind when hunting for bargains."
    | May 31, 2011, 2:55 PM | Comment!
  • May 25, 2011, 7:17 AM
    Cisco (CSCO -2%) lowers its Q4 revenue guidance to 'relatively flat' from 'flat to up 2%,' and expects Q4 gross margin to be slightly lower than in Q3. "We also expect that operating income, net income, and earnings per share for [Q4 2011] will likely continue to decline on a year-over-year basis." (10-Q)
    | May 25, 2011, 7:17 AM | 4 Comments
  • May 21, 2011, 8:15 AM
    With LinkedIn (LNKD, up 107% from its offering price) and Apple (AAPL, up 420% in five years) soaking up all the oxygen, have some former tech heroes turned into value stocks? Google (GOOG), Microsoft (MSFT), Intel (INTC) and Cisco Systems (CSCO) have struggled for so long (despite amassing gobs of cash) that the shares may be unloved and cheap.
    | May 21, 2011, 8:15 AM | 12 Comments
  • May 19, 2011, 2:42 PM
    Better buy Cisco (CSCO -0.4%) at current "depressed levels" than wait to see the actual improvement, Sterne Agee says, expressing faith that it will “make the right moves” to restore investor confidence. A sum-of-the-parts analysis suggests the stock is worth $27-$28. Latest restructuring speculation: Cisco plans to sell its Linksys consumer router business and possibly its WebEx brand.
    | May 19, 2011, 2:42 PM | 2 Comments
Company Description
Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.