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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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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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- | M&A
- | On the move
- Tuesday, December 18, 2012, 11:32 AM Cisco (CSCO +0.4%) is betting big on network management software: fresh off acquiring Cariden (I, II), the company says it's buying BroadHop, a provider of policy control software for carriers. While Cariden focuses on managing infrastructures and optimizing capacity, BroadHop's software helps manage end-user mobile/wireline services. Both purchases support Cisco's ONE platform for remotely programming its hardware. Earlier this year, Cisco bought ClearAccess, a developer of modem/set-top provisioning software. (Meraki) (Truviso) Comment! [Tech, M&A]
- Tuesday, December 18, 2012, 9:40 AM H-P (HPQ -0.6%) opens lower after Topeka's Brian White, best known for praising all things Apple, downgrades shares to Sell in response to their rally. H-P's product line issues, a weak IT spending environment, and Cisco and EMC's ambitions to become broader IT solutions providers are named as concerns. White also notes H-P's European exposure (EMEA was 36% of FQ4 sales), and says his firm believes "IT spending in the region has deteriorated further over the past few weeks." (yesterday) 2 Comments [Tech, Quick Ideas]
- Sunday, December 16, 2012, 7:59 PM Cisco (CSCO) is looking for a buyer for its Linksys unit, Bloomberg reports. Sources think the low-margin business, which sells home Wi-Fi routers/adapters and Ethernet switches, could draw interest from TV makers, but expect it to sell for much less than the $500M Cisco paid for Linksys back in '03. The news comes as Cisco tries to increase its reliance on high-margin software/services sales. NetGear (NTGR) could benefit from any turmoil/uncertainty caused by sale efforts. Comment! [Tech, M&A]
- Saturday, December 15, 2012, 8:42 AM Some of GigaOm's 2013 cloud services predictions: 1) Providers will work harder to prove their platforms are safe/reliable enough for enterprises. Amazon, Microsoft, and others already see this as a priority. 2) H-P will face a "make-or-break" year for its newly-launched cloud offerings, and the OpenStack infrastructure platform (supported by Rackspace, H-P, Dell, and others) will also have to prove itself. 3) Software-defined networking will only make modest progress, in spite of all the hype. 2 Comments [Tech, Quick Ideas]
- Friday, December 14, 2012, 12:40 PM Juniper (JNPR +2.9%) has rallied two days in a row since announcing its $176M purchase of software-defined networking (SDN) startup Contrail Systems (I, II). Light Reading thinks Contrail could be working on a genuine open standards-based SDN controller, something very different from the semi-proprietary solutions of Cisco and VMWare/Nicira. Stifel notes Cisco's (CSCO) plans for its OPEN SDN architecture involve selling proprietary software for its switches - thus, SDN appears a means to its goal of doubling software sales over the next 5 years. Comment! [Tech]
- Wednesday, December 12, 2012, 7:17 PM Juniper (JNPR) acquisition target Contrail Systems has test customers for a network virtualization solution that can manage existing Cisco and Juniper gear, notes GigaOm. The idea is to deliver a software-defined networking solution that won't require big changes to existing enterprise networks, while still providing the technology's hardware management and programmability benefits. Cisco (CSCO) acquisition target Cariden is looking to do something similar, but for carrier networks. Comment! [Tech]
- Wednesday, December 12, 2012, 6:25 PM BofA Merrill Lynch's 1,600 year-end target for the S&P in 2013 is one of the most optimistic on Wall Street. Its 10 favorite stocks for the new year: F, WMT, VLO, C, LLY, MMM, CSCO, MOS, CTL and NU. It's worth noting that BAML's list from last year has returned 18% YTD so far. 11 Comments [Quick Ideas]
- Wednesday, December 12, 2012, 4:33 PM Like many of its peers, Juniper (JNPR) is betting big on software-defined networking (SDN): the company is issuing 5.82M shares and $57.5M in cash to buy the shares of SDN startup Contrail Systems it doesn't already own; the total valuation is $176M. Contrail, which recently snagged the CTO of Juniper's JUNOS OS, has been in stealth mode, though its blog posts suggest it might be working on an SDN software controller that will compete with VMware's (VMW) Nicira unit, seen as a threat to Cisco and Juniper's hardware margins. Comment! [Tech, M&A]
- Wednesday, December 12, 2012, 2:47 PM Apple, Qualcomm, Cisco, Allot, F5, Skyworks, and Avago are among the names Merrill expects to benefit as adoption of 4G services (much lower internationally than in the U.S.) takes off. Qualcomm benefits from higher device royalties and sales of relatively costly 4G baseband chips; Cisco from demand for its ASR9000 edge routers to aggregate 4G data traffic; and F5 from demand for networking gear that can "understand traffic details at a very granular level." Skyworks and Avago are seen having stronger 4G positions than rivals TriQuint and RF Micro. 1 Comment [Tech, Quick Ideas]
- Wednesday, December 12, 2012, 1:21 PM Hungry to grow its networking business (one of its few bright spots) at Cisco's expense, H-P (HPQ) has taken the risk of launching a pay-as-you-go option for enterprises. H-P will provide networking gear to service providers at no up-front cost; the SPs will then strike managed services deals with enterprises; and H-P will get paid based on the number of ports activated. Swisscom has signed up to offer the service, which is similar to a subscription service offered by Brocade (BRCD). 1 Comment [Tech]
- Monday, December 10, 2012, 2:04 PM Cisco (CSCO +2.6%) is rallying as analysts give a thumbs-up to its analyst day. Goldman is pleased with Cisco's 3-5-year opex guidance, and argues software-defined networking is "an incremental software revenue opportunity rather than a threat," though others feel differently. Raymond James expects services growth to prop up Cisco's margins, and thinks its routing margin pressures (stemming partly from carrier adoption of router bypass tech) indicate "an under-appreciated headwind" for rival Juniper (JNPR). Comment! [Tech, On the Move, Quick Ideas]
- Monday, December 10, 2012, 2:08 AM Cable infrastructure vendor Arris (ARRS) and U.K. set-top box maker Pace have "made the most compelling bids" for Motorola Mobility's (GOOG) set-top/cable infra unit, Bloomberg reports. A complex financing structure in which Google maintains equity and patents might prevent a deal from closing this year. P-E firms are said to be uninterested in the unit, which has to contend with an industry shift towards cloud-based apps, and potentially costly litigation with TiVo. Cisco's (CSCO) cable unit could benefit from any turmoil related to the sale. (previous) Comment! [Tech, M&A]
- Friday, December 7, 2012, 11:50 AM Cisco (CSCO -1.2%) mentions during its analyst day it expects long-term growth of 5%-7% - that modest target, the result of slow switch/router growth, explains Cisco's aggressive efforts to return cash. Total gross margin is seen holding steady, even though Cisco wants to double software sales over the next 5 years and forecasts a 9%-11% services CAGR. John Chambers says Cisco has gone too long without a major acquisition (NDS apparently doesn't count) - NetApp (NTAP) has been viewed as a possible target. Comment! [Tech]
- Thursday, December 6, 2012, 1:58 PM Cisco (CSCO +1.3%) and Juniper (JNPR +3.9%) are higher, possibly aided by a Credit Suisse note downplaying the threat posed by software-defined networking (SDN) solutions, such as those offered by VMware's (VMW) Nicira. CS notes most of the IT pros it spoke with at a conference were "simply trying to understand what is SDN," and argues Cisco has a "practical and flexible" SDN strategy (I, II, III). Others have suggested SDN fragmentation between controller standards pushed by Cisco, Nicira, and the OpenFlow camp are a problem. Cisco's analyst day is tomorrow. Comment! [Tech, On the Move]
- Tuesday, December 4, 2012, 11:25 AM Some stats from Mary Meeker's 2012 Internet trends report: 1) China now has 538M Internet users (+10% Y/Y), though penetration is still only at 40%. It also has 270M smartphone subs; penetration (as a % of mobile subs) stands at 24%. 2) Globally, there are 1B smartphone subs, compared with 5B mobile subs. 3) Mobile data now makes up 13% of total Internet traffic. 3) Total mobile app/ad revenue is expected to hit $19B in 2013, up from $15B in 2012. 4) About 1.5B Wi-Fi devices and 2B Bluetooth devices will ship in 2012. Comment! [Tech]
- Monday, December 3, 2012, 6:55 PM The router and Ethernet switch markets, a.k.a. Cisco's (CSCO) meal ticket, respectively declined 0.2% and 4.4% in Q3, per IDC. Declining low-end switch sales more than offset a 10.7% Y/Y increase in 10-gig sales. Cisco's switch share fell 340 bps Y/Y to 62.2%, thanks to competition from H-P (9.3% share) and others.The lack of growth in the router and Ethernet switch markets, together with the leads held by F5, Riverbed, Fortinet, and others in faster-growing networking segments, is making it very tough for Cisco to return to double-digit growth. (Nomura) Comment! [Tech]
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Dustin Moore
$VHC Judge strikes $CSCO expert testimony re invalidity of '759. If true, jury can't by law find invalid http://bit.ly/XFLAoR - View all 0 replies
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Dustin Moore
Judge reportedly grants $VHC motion, aimed at the heart of $CSCO 's defense (thus far at least) http://bit.ly/XjGoJ7 - View all 0 replies
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J Mintzmyer
http://seekingalpha.com/p/yynf --Posted my weekly reflections. Thoughts on $WEN, $CSCO, $WM, $BRK.B, $CMRE, $ACI, $SPY, $LNKD - View all 0 replies
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Jim Van Meerten
$CSCO - 100% barchart technical indicators - 6 new highs and up 3.10% in the last month - Relative Strength Index 66.03% - View all 0 replies
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J Mintzmyer
Anyone have pt and a serious model for $CSCO? I'm thinking around $25? Roughly 10x fP/E ex-cash.... - View all 0 replies
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XRTrader: Exactly James - AAPL can add 3-5% EPS growth per year by buying back shares, on top of whatever growth they experience naturally. -
mitrado: ... and if AAPL buyback plan is as effective as HPQ's, will we be looking at AAPL around $50 a share in 2 years?
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LATEST REPLIES
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Julius Ferraro: i got called out on a covered call i sold 2 days ago. I bet he's sorry he did it for the the .08 divvy. -
SUBGAM: LOL oh man.... so am i.. no retirement plan with the .08 lol.. time to cut my looses...looks like i'm back to a 9-5 job..lol.
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Chines33: It's all over. Saw on twitter. Chambers saying not optimistic on economy.
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David White
In another case at CSCO I was kept when 70% of consultants and 8% of employees were RIFFed. Hardly the first to go. - View all 1 replies
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golfitobob: ??, but he told us to buy MS & I didn't listen Missed 25% in 30 hours.He gets it right often.I Live in LA & sold CSCO@18+on release BIG COMP -
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PYRAMIDHUNT: Cavity is at least partly down because of 2 analyst downgrades...cavity when was trending back up in the middle of the day -
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Bret Kenwell
anyone's thoughts on CSCO they report tomorrow i think..the company has appeared to turn things around but do you think they beat/guide up? - View all 16 replies
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Bret Kenwell: I know hoping that it can push higher and finish positive this week.
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PYRAMIDHUNT: Probably some profit taking. I wouldn't be surprised of analyst upgrades or price targets raised tomorrow
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Conventional Wisdumb: funny it was like a value stock when it was at the 14 handle - nice turnaround
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avickrey: That is a pretty high WACC in a ZIRP environment and generating plenty of cash from ops to service their debt.
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Eric Cota: Agreed. My model purposefully includes harsh assumptions as a measure of safety - Looking for deep discounts. Happy investing.
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Blackjack777: Thx for input. I am now short CMG. Noticed new pic, ur look changed a bit. Hope all goes well with school and ur advice works out = $$$ -
Ryan Canady: Thank you very much. I hope that the short CMG works out for you. I believe that it will. Cover it at $260 is my recommendation.