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Cisco Systems, Inc. (CSCO)

  • May 11, 2011, 12:10 AM
    Notable earnings After Wednesday's close: CSCO, IAG, PSEC, SINA, SYMC
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  • May 6, 2011, 4:37 PM
    If restructurings are usually too little, too late, why should the latest plan from Cisco Systems (CSCO) be any different at all? The exception, Herb Greenberg notes, may be Oracle (ORCL) - but most big revamps end up lagging the market.
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  • May 5, 2011, 9:27 AM
    Cisco Systems (CSCO) says it is streamlining its sales, services and engineering organizations as it looks to focus on "the five areas driving the growth of networks and the Internet," refining its infamously chaotic management structure that included 59 internal standing committees. CSCO -0.2% premarket. (PR)
  • Apr. 29, 2011, 1:57 PM
    A look at today's Nasdaq 100 rebalancing from Dave Nadig, who wasn't that big a fan of the index to begin with. The big shifts: AAPL, MSFT, ORCL, INTC, CSCO, GOOG, QCOM; what if the money movement isn't priced in? (previously)
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  • Apr. 27, 2011, 3:54 PM
    Cisco Systems (CSCO -1.8%) slips after Bank of America cuts its price target on shares, but some analysts say it's still a good long-term buy. Crestwood's John Morris is "impressed" with Cisco's $8B in free cash flow and the ability to remodel its business. "The company’s discounting very little future growth," Morris says, finding this a good entry point to start buying the stock.
  • Apr. 26, 2011, 7:34 AM
    Alcatel-Lucent (ALU) is reportedly sitting down this week with potential buyers of its $1B+ enterprise business. Several P-E firms are expected to show interest, and strategic parties could include Cisco (CSCO), H-P (HPQ) and Avaya.
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  • Apr. 25, 2011, 9:05 AM
    A Barron's poll shows that more than half of U.S. money managers expect further stock market gains in 2011, but you'll have to pick your spots. Some of their favorite stock picks for the next 6-12 months: AAPL, BAC, CSCO, ABT, F. The pros also forecast a continued elevation in oil prices, now above $100/barrel.
  • Apr. 21, 2011, 9:08 AM
    "We still believe Wall Street consensus has not grasped the enormity of what Apple is delivering on a global basis," Wedgewood's David Rolfe gushes over AAPL's quarter. "This isn’t Cisco (CSCO) circa 2000, with a P/E of 100. This is John D. Rockfeller, Standard Oil kind of stuff." Rolfe sees upside for the shares even with the multiple staying the same. AAPL +4.4% premarket.
  • Apr. 18, 2011, 8:48 AM
    Conspiracy theory: Did Cisco Systems (CSCO) buy the Flip for its technology, then shut it down? Or more, did it kill the Flip because it was a threat to Webex?
  • Apr. 15, 2011, 2:10 PM
    These 10 U.S. companies have the most untaxed foreign income: 1. GE at $94B, 2. PFE at $48B, 3. MRK, 4. JNJ, 5. XOM, 6. C, 7. CSCO, 8. IBM, 9. PG, 10. MSFT.
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  • Apr. 14, 2011, 11:57 AM
    Fund managers are on the lookout for tech bargains (including INTC, CSCO and HPQ) as an earnings season heading into full swing will show income crimped by Japan supply-chain issues and worries about the tablet-vs.-PC market shakeout. Intel, H-P, DELL and MSFT are trading at less than 10 times forward earnings.
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  • Apr. 13, 2011, 10:22 AM
    Sure, Cisco (CSCO -0.6%) needs to make some changes, but why did it kill the Flip, considered the market leader in video cameras? "Cutting more and more of its ties to the consumer in the long term will only further remove the company from the cutting edge of the marketplace," Stephen Baker writes. Seems that it's all about getting Wall Street's attention.
  • Apr. 12, 2011, 8:43 AM
    More on Cisco's (CSCO +0.6%) consumer business restructuring: CEO John Chambers says "We are making key, targeted moves as we align operations in support of our network-centric platform strategy... our consumer efforts will focus on how we help our enterprise and service provider customers optimize and expand their offerings for consumers..."
  • Apr. 12, 2011, 8:36 AM
    Cisco (CSCO) to restructure its consumer businesses unit, exiting some of the businesses (including its Flip business) and realigning the rest to support four of its five key company priorities: core routing, switching and services, collaboration, architectures, and video. (PR)
  • Apr. 7, 2011, 10:36 AM
    Cisco (CSCO -0.4%) shares surged 5% yesterday on an optimistic take from CEO John Chambers' internal memo owning up to the need to address problems, but Citi's John Slack takes a show-me approach in light of "product transitions, competitive threats, and associated margin and pricing pressures." Shares will be “range-bound” until investors "gain confidence" that Chambers can fix things.
  • Apr. 6, 2011, 9:37 AM
    “We have been slow to make decisions, we have had surprises where we should not," John Chambers (CSCO +1.6%) tells employees, but the "we" is Chambers and not anyone else, Doug McIntyre writes. Cisco has become a "schizophrenic collection" of unrelated products, and if Chambers doesn't break it up, "it will show that, in his late age, he has no intention to repair the company."
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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.