Cisco Systems, Inc.

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  • Jul. 12, 2011, 9:04 AM

    Broadcom (BRCM) is announcing a new chip for network adapters using the nascent Fibre Channel over Ethernet (FCoE) protocol, which it claims runs 80% faster than rival FCoE solutions. In addition to being qualified for use with EMC and Brocade (BRCD) products, the chip is being used in Dell (DELL) and Cisco (CSCO) hardware.

    | Jul. 12, 2011, 9:04 AM | 1 Comment
  • Jul. 12, 2011, 8:48 AM

    Cisco Systems (CSCO) could eliminate as many as 10,000 jobs, or about 14% of its workforce, Bloomberg reports, double the amount in earlier speculation. Cisco warned in May that it planned to trim its workforce as part of a plan to cut $1B in annual costs but has not disclosed how many jobs would be cut. CSCO +0.3% premarket.

    | Jul. 12, 2011, 8:48 AM | 7 Comments
  • Jul. 11, 2011, 8:54 AM
    Cisco Systems (CSCO) will soon cut its workforce by 7%, according to Gleacher & Co.'s Brian Marshall. It's estimated the job cuts will save Cisco $1B in annual expenses, and boost its calendar 2012 EPS by 8%. While positive on the move, Marshall still believes Cisco needs to lower its long-term growth and operating margin targets.
    | Jul. 11, 2011, 8:54 AM | 1 Comment
  • Jul. 9, 2011, 5:36 PM

    Quick take on Apotheker's remarks: After yesterday's jobs data, one can't dismiss remarks about cautious business spending. However, Gartner did recently raise its 2011 IT spending forecast; and given HP's guidance cuts, VP departures, and price war with Cisco (CSCO), there's reason to think its problems are partly company-specific.

    | Jul. 9, 2011, 5:36 PM | 3 Comments
  • Jul. 7, 2011, 9:05 AM
    Zacks lowers Tellabs (TLAB) to Underperform, seeing more disappointing financial results for the firm. AT&T's (T) decision to upgrade its network with 4G-ready pure Ethernet solutions from competitors Cisco (CSCO) and Alcatel-Lucent (ALU) hurts the firm's ability to maintain steady revenue.
    | Jul. 7, 2011, 9:05 AM
  • Jul. 6, 2011, 1:48 PM

    Hewlett-Packard (HPQ) and Cisco (CSCO) are in a brutal price war to win big IT deals, as Cisco tries to grow its server sales, and HP tries to grow its networking sales. Margin pressure is likely for both companies, but Cisco, given its heavy reliance on enterprise networking sales and relatively limited server lineup, probably has more to lose.

    | Jul. 6, 2011, 1:48 PM | 2 Comments
  • Jul. 6, 2011, 1:01 PM
    Mizuho Securities' Joanna Makris thinks videoconferencing gear vendor Polycom (PLCM) should benefit from increasing government orders as departments mandate videoconferencing use. By contrast, Makris believes Polycom's main rival, Cisco Systems (CSCO), remains "distracted" by the integration of its Tandberg acquisition.
    | Jul. 6, 2011, 1:01 PM
  • Jul. 6, 2011, 12:33 PM

    The Columbia Institute for Tele-Information estimates U.S. carrier capex to decline from $62B in 2010 to $55B over the next few years, as carriers favor network upgrades to new deployments. Cisco (CSCO), Alcatel-Lucent (ALU), Ericsson (ERIC), and Juniper (JNPR) would be among those likely affected by such a weak spending environment.

    | Jul. 6, 2011, 12:33 PM
  • Jul. 5, 2011, 1:10 PM
    Apple (AAPL +1.6%) is moving up today but appears to be “losing its shine" among top-rated investment advisers, who have been outright negative on the stock since early May, Mark Hulbert finds. The group looks more upbeat about various other tech stocks, including Google (GOOG), Cisco Systems (CSCO) and IBM.
    | Jul. 5, 2011, 1:10 PM | 1 Comment
  • Jul. 5, 2011, 9:36 AM

    Western companies such as Cisco Systems (CSCO) and Hewlett-Packard (HPQ) are poised to help build a big new surveillance project in China - a network of as many as 500,000 cameras that could help prevent crime but that human rights advocates warn could target political dissent.

    | Jul. 5, 2011, 9:36 AM | 1 Comment
  • Jul. 5, 2011, 8:53 AM
    Large cap tech stocks have been “orphaned” by the market in favor of the latest tech IPOs, but some analysts see a big buying opportunity with the tech mainstays at their cheapest compared with the rest of the market in almost 20 years. The Q2 rise in Microsoft's (MSFT) shares could be an early sign that those attributes are beginning to gain investor attention.
    | Jul. 5, 2011, 8:53 AM
  • Jul. 5, 2011, 8:17 AM

    RADVision (RVSN) warns Q2 revenue will come in at $18M-18.5M vs. expected $21.8M, and sees EPS of -$0.27 to -$0.30 vs. expected -$0.12, citing weak sales in its Video Business Unit. Sales to Cisco (CSCO) seen at $1.5M, down from $9.5M in Q2 2010. (PR)

    | Jul. 5, 2011, 8:17 AM
  • Jul. 1, 2011, 1:15 PM

    Hewlett-Packard (HPQ) exec Richard Kerris suggests HP's plan for its webOS platform isn't to challenge Apple's (AAPL) consumer lead, but to succeed in the enterprise. But that's no mean feat either: Cisco (CSCO) and Microsoft (MSFT) have their own enterprise tablet hopes, and the iPad hasn't been a complete dud with business users.

    | Jul. 1, 2011, 1:15 PM
  • Jun. 30, 2011, 12:08 PM
    Scott Moritz argues that Cisco's (CSCO) struggles aren't merely the result of the company's own missteps, but a prelude to broader problems in the tech sector. However, evidence of Cisco's switch and router market share losses is considerable, and Gartner's new IT spending forecast doesn't suggest a troubled industry.
    | Jun. 30, 2011, 12:08 PM | 2 Comments
  • Jun. 24, 2011, 9:57 AM
    Consumer advocate Ralph Nader, a longtime disgruntled Cisco Systems (CSCO) shareholder, wants the company to pay a bigger dividend. Cisco holds $43B in cash, nearly half of its market value, despite weak growth. "If they can't give shareholders value, then they have to give cash," Nader says.
    | Jun. 24, 2011, 9:57 AM | 7 Comments
  • 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
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.