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Cisco Systems, Inc. (CSCO)

  • 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.
    | Dec. 23, 2010, 12:02 PM | Comment!
  • 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, 11:08 AM | 2 Comments
  • 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%.
    | Dec. 23, 2010, 8:26 AM | Comment!
  • 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."
    | Dec. 22, 2010, 2:55 PM | Comment!
  • Dec. 20, 2010, 4:40 PM
    An aggressive Hewlett-Packard (HPQ) will offer a 20% discount on some switches to customers who trade in comparable Cisco (CSCO) gear. H-P needs to make its $2.7B 3Com buyout pay, and sees about $9B worth of Cisco hardware it can replace in 2011. H-P closed at -0.1%.
    | Dec. 20, 2010, 4:40 PM | Comment!
  • Dec. 17, 2010, 5:10 PM
    Bulls have seized momentum, but Richard Suttmeier sees little upside now, with "a lot of good news priced in" - QE2, the GOP midterm victory, the tax-cut extension. "All the bullish events are there," with 2011 no better than a "trading-range year." He would buy undervalued names CSCO and BBY, and sell overvalued stocks like F, TRW and FWLT.
    | Dec. 17, 2010, 5:10 PM | 6 Comments
  • Dec. 15, 2010, 1:53 PM
    Tech isn't a 2011 top pick for Citigroup - in fact, it falls behind energy, capital goods, insurance, diversified financials, and consumer services. The 330 leading indicators behind the market aren't pointing to Outperformance just now. And as one analyst observes, “everyone likes tech, and that’s often because they’ve already bought it.”
    | Dec. 15, 2010, 1:53 PM | 1 Comment
  • Dec. 14, 2010, 4:58 PM
    Hewlett-Packard (HPQ) shares are down 19%, but Gleacher & Co. is upbeat. Gleacher notes how H-P's recent buyouts created unease, but in a positive sign, 60% of its operating profit last year derived from "sticky" non-PC revenue, such as printers and services. H-P closed at -0.2% .
    | Dec. 14, 2010, 4:58 PM | 1 Comment
  • Dec. 14, 2010, 3:59 PM
    Juniper Networks' (JNPR -1.3%) advantage is its holistic approach to networking and its Junos operating system, notes CEO Kevin Johnson. The 150 acquisitions in the network space over the last decade each "involved a different box," creating "huge complexity." Now customers want a more "efficient solution, which involves a single operating system."
    | Dec. 14, 2010, 3:59 PM | Comment!
  • Dec. 14, 2010, 1:39 PM
    Here's a thought: Cash-rich Check Point Software (CHKP +0.5%) should buy apps platform security and optimization provider Radware (RDWR +0.7%), which is already on the block. This might "establish an Israeli empire for network security and optimization" in the cloud.
    | Dec. 14, 2010, 1:39 PM | Comment!
  • Dec. 13, 2010, 5:14 PM
    Auriga Securities launched Broadcom (BRCM) coverage today with a Buy rating. In a note, Auriga claims to see "upside to BRCM numbers," as it gains share in baseband and broadband, and for its "exposure to secular growth in smartphones, tablets, and Ethernet." Shares +0.3% AH.
    | Dec. 13, 2010, 5:14 PM | Comment!
  • Dec. 13, 2010, 10:43 AM
    Noting the WikiLeaks hackers' limited success so far in crashing sites, investors should "buy every dip" on Amazon (AMZN) and eBay (EBAY) that's based on any resurgent attack rumors, says Formula Capital. It also recommends Cisco (CSCO), given it offers technology to fight these denial of services assaults.
    | Dec. 13, 2010, 10:43 AM | Comment!
  • Dec. 11, 2010, 1:24 PM
    After a bruising week, Pres. Obama will hold a one-day summit on Wednesday for corporate CEOs, hoping to persuade some of the companies to start using their collective $1.9T of cash for expansion and new hires. Invitees include GOOG, CSCO, IBM, AXP, PEP and more.
    | Dec. 11, 2010, 1:24 PM | 37 Comments
  • Dec. 9, 2010, 10:52 AM
    The tech sector is "embarking on a new growth spurt" in the U.S., adding 47K jobs so far this year, says Moody's. Tech's seen a 15% employment growth rate in 2010, as compared to a 11% rate for the overall economy. Government stimulus has helped, along with rising demand for products in Asia and Latin America.
    | Dec. 9, 2010, 10:52 AM | 2 Comments
  • Dec. 6, 2010, 4:54 PM
    Cisco (CSCO) closed +1.8% at $19.43, after Oppenheimer upgraded it to Outperform, noting the shares were approaching a trough. However, Oppenheimer sees opportunities in the expanding wireless market, and predicts better-than-expected growth in router sales.
    | Dec. 6, 2010, 4:54 PM | 1 Comment
  • Dec. 6, 2010, 2:20 PM
    Juniper Networks (JNPR) is +0.1% to $34.36 after announcing it will pay $95M in cash for security systems provider Altor Networks. Juniper needs Altor's virtualization technology to manage server security in the cloud. Last month, Juniper bought Trapeze, a maker of wireless networks systems.
    | Dec. 6, 2010, 2:20 PM | Comment!
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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.