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Cisco Systems Inc. (CSCO)

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LongShortTech: Auriga cut its rating on JNPR to Sell, price target $23. The reason: competition with CSCO, high cost of R&D.

2 days ago
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David Jackson: DropBox.com just raised $7.25m. We use it - it's a fantastic product. GOOG, MSFT, IBM or CSCO should buy them.

Wed, Nov 25, 2009
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LongShortTech: CSCO's next gen FlipVideo will include WiFi: http://bit.ly/2SAOZb Cf. AAPL iPods

Thu, Nov 19, 2009
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LongShortTech: CSCO raised its bid for Tandberg to $3.4bn from $3bn. Bullish for the tech sector (XLK).

Mon, Nov 16, 2009
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Hedged In: HPQ's acquisition of COMS increases competition on CSCO. But the biggest victim is BRCD, which was looking for a buyer. IBM?

Thu, Nov 12, 2009
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LongShortTech: Interesting ft.com article arguing that CSCO's collaboration products lack "glue": http://tinyurl.com/yg57tag

Thu, Nov 12, 2009
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LongShortTech: HPQ buying COMS = further collision between HPQ and CSCO. What will IBM do now?

Wed, Nov 11, 2009
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LongShortTech: LOGI is buying LifeSize Communications for $405m in cash. It makes high-def video conferencing systems, and competes w/ PLCM HPQ CSCO.

Wed, Nov 11, 2009
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LongShortTech: CSCO's advantage vs. IBM & GOOG: its new web email has same user interface as MSFT Outlook, is integrated with WebEx.

Mon, Nov 09, 2009
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LongShortTech: CSCO announced new software tools for IMing, email, social networking, videoconferencing, doc & video sharing. Competes with GOOG MSFT IBM.

Mon, Nov 09, 2009
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Cisco Systems Inc. (CSCO)

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