Polycom, Inc. (PLCM)

All Comments on PLCM

  • commenter
    Belvedere
    Research
    Jul 22 03:29 PM
    Polycom Benefits From Rising Travel Costs [view article]
    I couldn't agree more about PLCM as a solid medium to long term tech play. The products (including telepresence) are rock solid, the segment is one which can benefit from either a strengthening of the economy or a weakening, and the valuation at current price levels offers a great risk/reward proposition.

    My only question about PLCM relates to the investor relations of mgmt. This was the first webcast that I watched in its entirety and there was something "off" about the flow of the call, maybe the marginal video quality, or maybe the rah-rah spinning of all responses. Did you/anyone else walk away with this sense?

    Still, I'm long PLCM and think the story is too good to pass up     Reply
  • commenter
    User 218405
    Jul 18 11:48 PM
    Wall Street Breakfast: Must-Know News [view article]
    Where do you find what the price of oil closed at? Reply
  • commenter
    ahough
    Jul 18 10:01 AM
    Wall Street Breakfast: Must-Know News [view article]
    The rich are different from you and me! Reply
  • commenter
    sharksm
    Jul 18 09:07 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    How come foreigners can keep assets here and not be taxed on interest, capital gains, estates etc., but American's who do the same overseas are criminals? I guess we are against illegal immigration unless they are rich! Reply
  • commenter
    RightinSanFr
    ancisco
    Jul 18 09:03 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    An interesting juxtaposition of articles:
    1. New rules against naked short selling by traders who are trying to bring down Fannie Mae and Freddie Mac, and with them the entire home mortgage industry in the name of creative destruction, er. profit.
    2. One of the great Swiss banks has been helping US clients illegally avoid some $17 billion in taxes. I'm not sure what the UBS PR office has to say, other than that they will stop taking such clients in the US.
    There are a few changes that we can believe in.     Reply
  • commenter
    A.S.D.
    Jul 17 05:34 PM
    Wall Street Breakfast: Must-Know News [view article]
    Any comments on Banro (BAA)?? Reply
  • commenter
    fireball
    Jul 17 10:50 AM
    Wall Street Breakfast: Must-Know News [view article]
    i have two questions. is spwr dropping because of disappointment with cypress? is yum dropping because china overall growth slowed a little? Reply
  • commenter
    BlueDog
    Jul 14 09:45 PM
    My Website
    Earnings Preview: Monday through Wednesday [view article]
    I spit on you from my private jet! ;) Reply
  • commenter
    User 192430
    Jul 14 12:13 PM
    Seven Tech Stocks For Long-Term Hold [view article]
    Regarding Akamai, the fact that it is currently handling such a large volume has allowed it to negotiate very favorably with those from whom it buys bandwidth. This is a very big competitive advantage. Reply
  • commenter
    Stockguy456
    Jul 14 10:06 AM
    My Website
    Seven Tech Stocks For Long-Term Hold [view article]
    Great article Thanks! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on PLCM
    Is this a buy or a sell? Reply
  • commenter
    Werlingdervi
    sh
    Aug 16 12:43 PM
    The Risk/Return Tradeoff For Technology Stocks [view article]
    Is there a caveat here. Some Questions. Why are my highly speculative PANL and TIVO stocks slightly rising while my cash rich quality stuff and recently high risers are being hammered? On a broader question why are bread and butter companies, i.e. consumer retailers that normally survive bad times, going down in a supposedly good economy with high employment? And why are the precious metals going down also? I think that the dirty, no-longer-secret truth is, that the highly leveraged fund managers are exiting their over extended borrowing and lending practices by selling the hard earned cash value of their best stocks (our profits) in order to survive.

    More to the point about Apple, the survival mind set of the hedge fund manager is to take the profits in cash or commodities for their credit bailout by selling the most valuable things in the house first before they are foreclosed on by their international banking creditors. They will publically attribute this large sale of profitable companies as profit taking and are praying that JQ public will not realize what a sh*t bag of a financial mess they have created.     Reply
  • commenter
    Ralph F
    Jun 10 12:59 PM
    Telepresence: It Works! - Barron's [view article]
    I wonder whether teleconferencing is bullish for all the companies, or whether Cisco and HPQ will take market share from Tandberg and Polycom, the incumbants. Reply
  • commenter
    rich
    mavrogeanes
    Sep 28 08:18 PM
    Video-conference? No, Telepresence! [view article]
    We've been outfitting companies with telepresence since 1998...in fact we likely popularized the term vs. legacy "videoconferences... We welcome Cisco to the market. But while the author suggests gold-plated prices for this type of equipment, the fact is thousands of people have been doing this for years at far, far lower costs.

    I don't believe you can get almost-as-good for 1/10'th the price....you can get true telepresence for 1/10th the price, but not using legacy videoconference gear and without spending anything near $18K per month for bandwidth service, largely because the initial institutions that deploy it already have the necessary fat pipes.

    Cisco saying telepresence is good will certainly help make more people aware there is life beyond the 1970's videoconference technology. Telepresense is more related to IPTV and television broadcast than it is related to legacy videoconference gear, and its emergence as a tool for better communications will have important social, economic, and even political consequences IMHO.

    Cisco has fired a lot of blanks in recent years as they attempt to get their arms around this market, but in time they may get the right formula. In any case, video deployment drives infrastructure sales (more routers, more switches) and drives convergence (more IPTelephony, more caching), so whether Cisco does well with video or files more blanks, its still good for Ciso and the whole video, multimedia, and networking industry.

    Rich Mavrogeanes
    VBrick Sytems, Inc.
    vbrick.com     Reply

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