Cisco Systems Inc. (CSCO)

All Comments on CSCO

  • commenter
    Aug 11 07:14 AM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    I would like some correlations here--most popular CEOs are those that are in relatively "well to do" in this economy. They are performing reasonably well. The only exception is JPM, which suggests that CEO is really special. I would not think much of the other top 10. Employees are like shareholders--when times are okay, employees have jobs, they think their CEO is doing good job. Reply
  • commenter
    Aug 10 03:27 PM
    My Website
    The Great Firewall of China Faces Challenge During Olympics [view article]
    In 2008, China plans to add 100 million new jobs. In US, monthly unemployment rate increased for 7 consecutive months. Go figure. Reply
  • commenter
    Aug 10 12:39 PM
    The Great Firewall of China Faces Challenge During Olympics [view article]
    To make a very quick correction: China does not have a 3G network (yet), and Japan was dragged into the 3G game. The two nations with mobile networks separate from GSM (the very old, very slow 3G predecessor) are Japan and the United States. Supposedly China is going to make their own standard, despite every other country giving up on their own standards.

    On a more related note, the way the Internet infrastructure is being set up in China is very “convoluted” (I don’t know any better words to describe it). There are two rival ISPs who tamper with their competitor’s Internet traffic to convince people to switch over to them. With the exception of Hong Kong, the bandwidth capacity in and out of China is on par with a small city.

    I cannot recommend anything to consider investing in at this moment, but if anybody decides to expand China’s bandwidth it would have to be a company in Australia, Japan, or the United States, since those countries run the pipes coming in and out of China.
    Reply
  • commenter
    Aug 10 12:28 PM
    Dollar Surge - Fast Money Recap (8/8/08) [view article]
    The hubris of CNBC is amazing - "the show welcomed Roger Neshem, the owner of Neshem Farms" - like if he starts growing soybeans, the whole world scheme changes. Just keep in mind if the dollar keeps rallying, which I don't think it will, Potash becomes cheaper to the market and profits increase with the increase of sales for the Canadian seller. Reply
  • commenter
    Aug 10 12:06 PM
    The Great Firewall of China Faces Challenge During Olympics [view article]
    It is not a communist state, but a Leninist state. One party, the Chinese communist party, controls all state apparatus and monopolize all major enterprises. The post-Mao era leaderships are all progressive reformists. The first generation leadership of Hu and Zhao, was toppled in Tian An Men Square incidence in June 4, 1989 by the conservative communist establishment. The old guard once attempted at Zhao's life by staging a land-slide in Sichuan province where he was very active reformer before being called to serve in the central government. They are progressive reformists, but they could not move the bureaucratic communist establishment. The current leader Hu Jintao is also a progressive reformist installed by Deng Xiaopin and Hu Yaoban. He is fully aware of the inefficiency and corruption in the communist apparatus, but very cautious in dealing with the old guards. In order to preserve stability, Olympic game actually hinders the pace of political, economic and judicial reform. Politically, it is still a dictatorship, but Mao-style dictatorship is probably gone forever. Reply
  • commenter
    Aug 10 09:11 AM
    My Website
    The Great Firewall of China Faces Challenge During Olympics [view article]
    Dear AlanG,
    Communist state? Hardly. The old CCP is trying to manage the transition to economic freedom without repeating the chaos and looting that accompanied the collapse of the Soviet Union.
    It is a tightrope act, worthy of an Olympic medal, if successful.
    Independent courts would be the next step.
    Information flows to those who know how to get it, just not to the broad masses.
    Reply
  • commenter
    Aug 10 08:15 AM
    The Great Firewall of China Faces Challenge During Olympics [view article]
    China is a Communist state. Need I say more? Of course China wants to prohibit free speech and the free flow of information. Reply
  • commenter
    Aug 09 04:19 PM
    My Website
    Dollar Surge - Fast Money Recap (8/8/08) [view article]
    This show is very educational especially ADAMI and Finerman who BOTH have picked many winners. Adami is sometimes early but his calls on apa and X were big winners among others and finerman hit apple and cisco at their bottoms Reply
  • commenter
    Aug 09 08:28 AM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    Just some personal experience: Amgen always has been a company people loved to work for. Not only a great pipeline and great stock option evolution but mainly the company culture was a huge asset. Now the CEO (ex GE) thought everyone around him were a bunch of softies and everybody who wants a business career should have been in the navy. Then he hires some xxxxholes from big pharma like Baxter and Merck and you know what you get: an east-coast mentality in a west-coast company. Simply wont work.... Reply
  • commenter
    Aug 08 04:53 PM
    Cisco Currently Looks Cheap [view article]
    Thanks - good article and good data. This stock is definitely undervalued with a overly-compressed forward P/E - I'm looking to CSCO to rise 15%-20% over the next 3-4 quarters. Reply
  • commenter
    Aug 08 01:52 PM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    Last chance to get aboard the Manzana Express. Soon Apple @ $190 will be history!

    As soon as they let out their new hardware upgrades and release the number of iPhones sold.

    IMHO
    Reply
  • commenter
    Aug 08 12:49 PM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    AOL and Randy are mentioned at #7 on the worst CEO list. Whoever said AOL wasn't in the article needs to learn how to read. Reply
  • commenter
    Aug 08 11:19 AM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    Jakw: While the approval rating of "Congress," as an institution, is quite low (in part because the Republicans keep blocking the process), the ratings of INDIVIDUAL Representatives and Senators by their own constituents (the only ones who matter) are usually pretty good, much better than President Bush's. Do your homework. Reply
  • commenter
    Aug 08 08:26 AM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    Hey Maney, you along with most opinionaters, like to compare unfavorability ratings with President Bush's 30% approval rating WITHOUT acknowledging the congressional approval rating between 9 and 14%. GOOD GRIEF ... when you are looking for low marks why not exhibit real understanding of what low really is. Congress wins the lump of coal and columnists who think they are writing dramatic revelations overlook the most dramatic, obvious reference. Congress is so low it should be unplugged from life support. Reply
  • commenter
    Aug 08 08:15 AM
    Which CEOs Have the Best and Worst Approval Ratings? [view article]
    I don't know which article Zinny was reading, but AOL was not mentioned anywhere in this article! Reply

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