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Cisco Systems, Inc. (CSCO)

  • 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% .
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  • 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."
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  • 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.
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  • 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.
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  • 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.
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  • 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. 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. 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.
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  • 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.
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  • Dec. 1, 2010, 4:21 PM
    The big hardware companies represent a still-lively market for investors, with Cisco's (CSCO) Q1 woes being 'company specific,' says JP Morgan. In fact, "server and storage spending conditions are holding up as the enterprise reinvestment cycle chugs on."
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  • Nov. 24, 2010, 9:10 AM
    Cisco (CSCO) merits a new look, given it's poised to unleash market changing technology, sits on $39B in cash, plans a $10B stock buy back, and will issue its first dividend by year's end. "You may have been burned by Cisco in 2010, but many signs point to a better 2011," says an analyst. Premarket, Cisco is +0.6% to $19.33.
  • Nov. 22, 2010, 5:50 PM
    Hewlett-Packard (HPQ) shares +3.3% after-hours on better-than-expected EPS and revenue plus upward guidance, but some are more interested in the whereabouts of new CEO Leo Apotheker (he says he's been on the road). The strong results also indicate that woes plaguing Cisco (CSCO) are company-specific, not industry-wide.
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  • Nov. 19, 2010, 10:04 AM
    Chinese networking gear maker Huawei Technologies must retroactively clear a small May acquisition with the U.S. government. Huawei, a Cisco (CSCO) rival, paid $2M for California-based start-up 3Leaf Systems. The Pentagon now fears a potential security threat and the buyout faces review by a special federal board.
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  • Nov. 19, 2010, 7:28 AM
    Cisco (CSCO) takes advantage of its recent drop in share price, announcing plans for up to $10B in additional stock repurchases. Cisco's stock is down 19% this year, and 14% this month; shares +1.1% premarket. (PR)
  • Nov. 18, 2010, 5:40 PM
    Cisco (CSCO) CEO John Chambers apologizes for the weak FQ2 guidance that dropped his stock 20% last week. “We won’t surprise you very often, and I apologize that we did.” He hopes the FQ2 3-5% revenue growth estimate will prove conservative.
  • Nov. 17, 2010, 2:27 PM
    Chinese telecom gear maker Huawei Technologies plans to replace Ericsson (ERIC) as the number one maker of next-gen mobile-phone network hardware. The company, along with ZTE Corp., is on technological par with western rivals, and could own half of the phone gear market in 5 years, up from 30% now.
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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.