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The Week Ahead: Will The Rally Continue?Alexander Pottmeyer • Sun, May 12 -
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Cisco Systems' CEO Discusses F1Q13 Results - Earnings Call TranscriptWed, Nov 14, 2012 • 1 Comment
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Cisco Systems' CEO Discusses F4Q12 Results - Earnings Call TranscriptWed, Aug 15, 2012 • 13 Comments
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Cisco Systems Management Host Cisco Services Business Webinar (Transcript)Thu, May 31, 2012 • 1 Comment
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Cisco Systems, Inc. - Special CallTue, Feb 14, 2012
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Cisco Systems, Inc. - Shareholder/Analyst CallWed, Dec 7, 2011
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Cisco Systems' CEO Discusses Q1 2012 Results - Earnings Call TranscriptThu, Nov 10, 2011
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Cisco Systems, Inc. - Special CallThu, Oct 20, 2011
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Cisco Systems' CEO Discusses Q4 2011 Results - Earnings Call TranscriptWed, Aug 10, 2011 • 5 Comments
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Cisco Systems' CEO Discusses Q3 2011 Results - Earnings Call TranscriptWed, May 11, 2011 • 11 Comments
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Cisco Systems' CEO Discusses F2Q11 Results - Earnings Call TranscriptThu, Feb 10, 2011
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Cisco Systems Q3 2010 Earnings Call TranscriptThu, May 13, 2010
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Cisco Systems F2Q10 (Qtr End 1/23/10) Earnings Call TranscriptWed, Feb 3, 2010
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Cisco Systems F1Q10 (Qtr End 10/24/09) Earnings Call TranscriptThu, Nov 5, 2009
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Cisco Systems, Inc. F4Q09 (Qtr End 7/25/09) Earnings Call TranscriptThu, Aug 6, 2009
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at MarketWatch.com (Thu, 5:07PM)
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Marketwire (Thu, 8:00AM)
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Marketwire (Thu, 8:00AM)
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CSCO vs. ETF Alternatives
Company Description
We design, manufacture, and sell Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. We provide a broad line of products for transporting data, voice,... More
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- | On the move
- Tuesday, January 22, 1:15 PM Fortinet (FTNT -1.5%) slips after catching a downgrade to Market Perform from JMP, which is worried about rising competition. Fast-growing Palo Alto Networks (PANW -0.5%) has emerged as a rival of sorts for Fortinet: while Fortinet's UTM appliances deliver better performance, Palo Alto's next-gen firewalls offer a more integrated set of tools for analyzing Web content and apps. Cisco, meanwhile, says it's willing to spend aggressively to turn around its security ops. Comment! [Tech]
- Tuesday, January 22, 12:06 PM To the chagrin of telecom equipment firms, Verizon (VZ +0.9%) is staying frugal with its capex: after spending $16.2B in 2012 (down slightly Y/Y in spite of a 4.5% revenue gain), the carrier forecasts 2013 capex will be flat Y/Y. Big Red also says it wants to lower wireless expenses by $2B, and forecasts a 2013 wireless EBITDA margin of 49%-50% (up from 2012's 46.6%). Lower smartphone subsidies are a goal (possibly bad news for Apple and Samsung), and stock buybacks aren't ruled out - a heavy debt load and cash distributions to Vodafone limit Verizon's flexibility here. (more) 1 Comment [Tech]
- Thursday, January 17, 2:19 PM Intel's (INTC +1.9%) chip foundry business has reeled in Cisco (CSCO -0.1%) as a customer, sources tell Bloomberg ahead of the chip giant's Q4 report. If true, the deal would easily be the largest thus far for Intel's foundry ops, which are trying to leverage the company's manufacturing process edge to gain ground against the likes of TSM, UMC, and Samsung. Cisco's switches and routers depend heavily on custom ASICs produced by foundries. Piper reported of an Intel-Cisco tie-up in September. 2 Comments [Tech]
- Thursday, January 17, 8:31 AM Cisco (CSCO) is downgraded to Sell with $18 price target at JPMorgan. Positive investor sentiment on the stock "(has) gotten ahead of itself" given the sluggish enterprise spending environment. "Investors should be using Cisco as a source of funds from current levels." Shares -1.5% premarket. 2 Comments [Tech]
- Tuesday, January 15, 12:56 PM A month after buying software-defined networking (SDN) controller vendor Contrail (I, II), Juniper (JNPR) is outlining its SDN vision. Like Cisco and VMware's Nicira, Juniper is supporting network virtualization and the centralization of management features on a controller. Just as importantly, it's announcing a novel pay-as-you-go software licensing model that allows licenses to be moved between devices. The move follows Cisco's efforts to use SDN to boost software sales, and is arguably an attempt to counter the commoditizing impact SDN could have on Juniper's switches. Comment! [Tech]
- Monday, January 14, 2:08 PM John Chambers recently said he gave Chris Young, the SVP in charge of Cisco's (CSCO) security ops, a "blank check" to hire and acquire as necessary over the next 2-3 years. Moreover, sources tell Reuters Cisco has been actively looking for security acquisitions. Chambers' motivation: while Cisco's security ops post modest growth, upstarts such as PANW, FTNT, and FIRE are growing much faster thanks to their focus on segments such as next-gen firewalls, UTM hardware, and IPS systems, products that offer deeper analysis of content/apps than traditional firewalls. 1 Comment [Tech, M&A]
- Monday, January 14, 7:36 AM Cisco (CSCO) is upgraded to Buy by William Blair's Jason Ader who says the company - moving past its mid-life crisis - has emerged "significantly leaner, focused, and more self-aware." Shares +1.2% premarket. Comment! [Tech, On the Move]
- Tuesday, January 8, 9:26 AM Cisco (CSCO) intros its Videoscape Unity software platform for pay-TV providers, Combining its traditional Videoscape platform with the offerings of recently-acquired NDS, Unity enables a slew of Web-based TV features, including cloud DVR, TV Everywhere support, and the ability to send IP video streams to non-traditional devices. It acts as a hedge against the threat posed by pay-TV platforms that eliminate the need for Cisco's set-top boxes - just yesterday, Intel and Comcast announced one such solution. Comment! [Tech]
- Monday, January 7, 4:59 PM More on Intel: As rumors of an Intel TV service run amok, the company is announcing a partnership with Comcast to enable the viewing of live Xfinity TV content on Intel-based devices without a set-top box (possibly a negative for CSCO, ARRS, BRCM and STM), but with the help of an Intel Puma cable modem/gateway. Intel is also mandating ultrabooks based on its next-gen Haswell CPUs sport touchscreens and support its wireless display tech. That could be a positive for touchscreen controller vendors such as ATML, CY, and SYNA. Comment! [Tech]
- Monday, January 7, 2:26 PM AT&T (T) introduces the U-verse Screen Pack, a $5/month movie streaming service for its TV subs. Some are calling the service a Netflix (NFLX) killer, but as AllThingsD's Peter Kafka points out, Screen Pack's relatively small content library makes it more on par with Comcast's Streampix, which hasn't exactly eaten Netflix's lunch. AT&T is also announcing new U-verse media-sharing apps, and a home security/automation service called Digital Life; the latter relies on a control panel developed by Cisco (CSCO). 3 Comments [Tech]
- Thursday, January 3, 9:19 AM Cisco (CSCO) +1.3% after catching an upgrade to Outperform from RBC. The firm cites better visibility and gross margin stabilization, among other things. "Cisco's core markets are no longer under attack from Huawei, HP and Juniper and Cisco's market shares have rebounded and stabilized. Cisco has also improved its sales execution and refocused its engineering talent.." IDC's data indicates Cisco, which trades at less than 8x FY13E EPS, lost a bit of Ethernet switching share in Q3. 1 Comment [Tech, Quick Ideas]
- Wednesday, January 2, 2:21 PM Cisco (CSCO) is open to making additional wireless-focused acquisitions to "fill gaps" in its portfolio, says marketing exec Murali Nemani, but it has no interest in making a larger acquisition to compete head-on with the likes of Ericsson and Alcatel-Lucent in the traditional base station market. Nemani adds Cisco views the market as "a slow-growing, highly commoditized space." Instead, Cisco wants to focus on the budding small cell market, via integrated solutions that feature its Wi-Fi hardware, management software, and ASR 5000 routers. Comment! [Tech, M&A]
- Friday, December 28, 2012, 5:31 PM Smartphones now make up 40% of Wi-Fi hotspot sessions, and tablets another 17%, according to trade group WBA. All that activity offloads traffic from strained mobile networks, and is one reason Light Reading sees carrier Wi-Fi adoption continuing to ramp in 2013. It also sees bigger deployments, such as Cisco's recent Indonesian deal, and deployment of the high-speed 802.11ac standard thanks to chips from Broadcom, Marvell, and others. Ruckus Wireless (RKUS), up sharply since its Nov. IPO, is close to a pure-play on carrier Wi-Fi equipment. Comment! [Tech]
- Monday, December 24, 2012, 9:50 AM John Chambers is planning to sell 2.8M Cisco (CSCO) shares by Sep. 2014, according to to an 8-K filing. Chambers, who has said he might retire in 2-4 years, currently owns 8.7M Cisco shares, after counting the 5.7M he has via unexercised stock options. 1 Comment [Tech]
- Thursday, December 20, 2012, 12:40 AM Arris (ARRS) finished AH trading up 16.9%, and Google (GOOG) down 0.4%, following the Motorola Home deal. In a call discussing the deal, Arris claimed Google has agreed to cap Arris' liability in TiVo's patent suit against Motorola to "a very small number." Many think the total liability could be enormous (I, II). Long-term, Arris/Motorola should be a formidable rival to Cisco's (CSCO) Scientific Atlanta, but there's some potential for near-term share loss as integration issues are dealt with and customers try to re-diversify their sources. Comment! [Tech, On the Move]
- Wednesday, December 19, 2012, 6:28 PM Google (GOOG) is selling Motorola Home for $2.35B ($2.05B in cash + $300M in stock) to Arris (ARRS). The division, which sells set-top boxes, infrastructure gear, and other hardware to pay-TV and broadband providers, had revenue of $3.4B in the 4 quarters ending Sep. 30. Arris, which closed with a market cap of just $1.65B, is halted. The deal will be "significantly accretive" to Arris' EPS and give Google a 15.7% stake in the company, which will probably have to raise a lot of debt to finance the purchase. (previous) 6 Comments [Tech, M&A]
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SKS1586: Robot2012: Thanks a million for distributing your priceless wisdom. You are 101% correct.
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Markos Kaminis
Looking for a stock to buy in an extended rally? Cisco looks good to me for multiple reasons. $CSCO http://seekingalpha.com/a/rda1 - View all 1 replies
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davidshelton: Thanks for the article. I like AAPL and INTC. Would buy some CSCO on a good selloff....
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Michael Eisenberg
Little Engine that could: Stealthy Israeli Start Up Compass-EOS takes on $CSCO & $JNPR http://on.wsj.com/ZK8KbD - View all 9 replies
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David Jackson: Wasn't saying they can't be disruptive; just that CSCO has proved it's happy to pay up by acquiring them. Reduces the long term threat. -
DaLatin: Chambers has hurt CSCO over an over buying all sorts of stuff.Some he hasactually shut down & lost selling others.Just saying !
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Dustin Moore
USPTO declines and dismisses $AAPL $CSCO petitions to accelerate and align reexams $VHC - View all 0 replies
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The Wall Street Transcript
Cisco Systems ($CSCO) Innovates by Sowing Many Startups and Harvesting the Best Technologies- http://su.pr/2i1BLP - View all 0 replies
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LATEST REPLIES
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Canary Cash: I don't think there'll be a lot of protection right now, not with what DELL just announced
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David White
You have to be amazed at the momo traders who can push the market up even in the face fo the CSCO guidance & JPM trading fiasco. Won't last. - View all 3 replies
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Josh Krause: Oh yeah of little faith. The power of banksters is unending as long as the Fed has the printing press running. -
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Bill Maurer: they have paid back a bunch of their long-term debt since the quarter ended, like $342 million, but we'll see what happens by quarter's end.
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Robert Weinstein
looking to long $CSCO at $17.18 and lower for next 30 mins. profit target 40 cents of average. may raise max price of entry - View all 6 replies
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Robert Weinstein: Yeah, not adding here, will wait until Monday and maybe add on the second day down after the gap. Jumped the gun a little bit
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Garthilk: I've gambled a few hundred dollars on it, just for giggles. Markets set for a small rebound either Mon/Tue barring bad Europe/Bank news.
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Michael Kurty
If the low of 16.65 for CSCO does not hold, the next support is the 16.41 formed back in 9/27/11 ....a resistance level. - View all 1 replies
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REIT: there are many supports below it and many resistance lines above it + they make network possible i guess
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westcoastinvests: I'll let you b but I definitely believe your strategy helps 2 maximize number of trades closed for wins but works against maximizing profits -
gcrain: There are always 2 ways to get there. People choose the methods that are most comfortable and successful individually.
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nasdaqczar
HLIT Upgraded to BUY Target $20 well oversold buyout by a larger telco equipment vendor ALU or CSCO - View all 2 replies
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Charles Margolis: At least they have a div. now, -- their Cost of Revenue is going up compared to their gross profit (16% / 3.8%) from 2010 - 2011 I believe.
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John R. Conway: Not going to get to many down days like this in CSCO. If those calls go under 2 this could be a steal given the timeframe -
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Maria Auziliadora: Yes i will buy more on dip CSCO is a strong company they are honest and don't surprise later like other companies like FOSL, DECK
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TruffelPig: Yes, just like AAPL suffered from that. They are just having one in common: better competitors.
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David White
9 mo's ago I predicted that this earnings report would be the one in which CSCO started showing signs of weakness.Not a bad prediction - View all 14 replies
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DAG1996: but its becoming clear that is not that case and probably won't happen any time soon. I think I'll hope that a news bump comes -
DAG1996: some time soon and just sell out for good. Thanks again for taking the time to explain all of that. Its very much appreciated.
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westcoastinvests
Why is CSCO the tech company that says business looks slow coming up every quarter? We have not been hearing that from other mega cap tech. - View all 15 replies
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