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Cisco Systems, Inc. (CSCO)

  • 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%.
    | Dec. 28, 2010, 12:55 PM | Comment!
  • 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.
    | Dec. 28, 2010, 10:39 AM | Comment!
  • 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.
    | Dec. 28, 2010, 9:29 AM | Comment!
  • 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)
    | Dec. 27, 2010, 3:57 PM | Comment!
  • 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%).
    | Dec. 27, 2010, 2:42 PM | Comment!
  • 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. 27, 2010, 7:50 AM | 2 Comments
  • 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. 25, 2010, 2:00 PM | 14 Comments
  • 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!
CSCO vs. ETF Alternatives
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.