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Cisco Systems, Inc. (CSCO)

  • Dec. 29, 2010, 1:21 PM
    Skype (EBAY) comes clean on last week's eye-blackening service outage. A bug in a version of a Skype Windows (MSFT) client that 50% of users run resulted in a failure for 40% of these subscribers. Skype will do some software and process soul searching to avoid future disaster.
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  • Dec. 29, 2010, 10:11 AM
    After languishing for years, the fiber-optic network market is set for a rebound, with 14 acquisitions this year. Fiber is in demand to link office buildings, data centers, and cellular towers, and for the "last mile" connection to end users' homes. But investor doubts will linger for some time.
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  • Dec. 29, 2010, 8:12 AM
    U.S. firms have asked the White House for a tax holiday to help them repatriate some of their $1T-plus of offshore earnings, but the truth is that multinationals have been quietly, but legally, finding loopholes around the tax for years.
  • Dec. 28, 2010, 3:38 PM
    Broadcom (BRCM -0.9%) wraps its $75M acquisition of privately held chip company Gigle Networks. Gigle develops system-on-a-chip products that enable home networking via power lines. This is the second recent Broadcom merger.
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  • Dec. 28, 2010, 1:48 PM
    The amount of data that downloaded to mobile devices doubled since last year, heavily driven by video streams, according to Cisco's (CSCO) Visual Networking Index. Although the carriers have spent billions on network upgrades, the effort's been "akin to putting a big fire out with a garden hose."
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  • Dec. 28, 2010, 12:55 PM
    BTIG initiates coverage of Clearwire's (CLWR) 8.25% exchangeable notes due in 2040 with a Buy, noting they are less volatile than the company's shares. Sprint (S) will probably buy Clearwire in 2011 for at least $15/share to lay hands on its valuable spectrum. Clearwire is +0.7% and Sprint is -0.3%.
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  • Dec. 28, 2010, 10:39 AM
    Sales of external storage devices will rise 14% for Q4 2010 from Q4 2009, with growth exceeding 10% in 2011, says Barclays Capital. A survey of 20 storage resellers reinforces this thesis. Most of the resellers also say both NetApp (NTAP -0.7%) and EMC (EMC -0.2%) sales are in line for Q4.
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  • Dec. 28, 2010, 9:29 AM
    After big vendors spent some $10B on data storage and warehousing companies, there are 5 other technology sectors ripe for mergers, says GigaOm. Acquisition candidates include companies that offer data center networking gear, cloud platforms and gateways, big data solutions, and virtual desktop infrastructure.
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  • Dec. 27, 2010, 3:57 PM
    IBM (IBM -0.2%) is developing a public information management center for Rio de Janeiro that integrates information from various city departments. The project will also include a weather forecasting and hydrological modeling system. Cities are a key part of IBM's expansion strategy. (PR)
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  • Dec. 27, 2010, 2:42 PM
    Lackluster trading continues, though the S&P 500 and Nasdaq are holding fractional gains (the Dow, at -0.1%, has yet to join them). Conglomerates, tech and transportation have joined financials in positive ground, and most actives include Cisco Systems (CSCO +2.4%), Sirius XM (SIRI -3.1%) and DryShips (DRYS -6.2%).
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  • Dec. 27, 2010, 7:50 AM
    Barron's bullish take on Cisco (CSCO) is helping lift the tech bellwether's shares this morning; +0.7% premarket.
  • Dec. 25, 2010, 2:00 PM
    Cisco (CSCO) is 'admirably managed,' trades at an 'unmerited discount,' and is setting healthy long-term growth goals. While investors shun the stock, Barron's thinks the stock looks cheap, and that a promised dividend will create some valuation support. (See other recent Barron's picks.)
  • Dec. 23, 2010, 12:02 PM
    Looking to potentially IPO next year, Skype is suffering a black eye as it struggles to fix a major service outage that began yesterday. Skype attributes this failure to the crash of several of its 'supernodes.' Currently, eBay (EBAY -0.4%) owns a 30% stake in the company.
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  • Dec. 23, 2010, 11:08 AM
    With solid growth prospects, a diversity of offerings, a strong international footprint, and a competitive moat, Hewlett-Packard (HPQ +0.8%) is trading at a 'bargain price,' says Tyler McKendry. Much of  this discounting is the result of Mark Hurd's departure - but the dip is unjustified and mostly caused by 'Mr. Market's mood swings.'
  • Dec. 23, 2010, 8:26 AM
    Goldman Sachs downgrades Ericsson (ERIC) to Neutral from Buy. The stock could trade at a sustained discount, given softening earnings growth, competition from Chinese rivals, and M&A risk, says Goldman. Premarket, Ericsson is -1.1%.
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  • Dec. 22, 2010, 2:55 PM
    Hewlett-Packard (HPQ -0.7%) isn't finished doing deals, says the company's head of networking, Marius Haas. "The big are going to get bigger." He hints the next targets may be in the software arena, and then H-P will move "up the stack."
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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.