What Will It Take for Cisco to Rebound? [View article]
Chambers has to quit that is the first step for CSCO rebound! I guess the news of Chambers quiting will move the stock up 5% in the same or next day. Then if Eric Schmidt takes CEO position, it could move another 2-3%. The rest who knows. Good luck!
Value Investing 3: Undervalued Balance Sheet Cash [View article]
Totally agree with you about to make a judgment about the operation, its future, its value, etc., but at this point its operation, its future, its value, all looks bad, and because it has lots of cash, it can run on that bad path for a while so that your cash will be reduced at an even quicker rate! Remember once Novell's market cap was less than its cash holding, but it went down anyway. You are absolutely right, investor have to make a judgment about the operation, its future, its value, etc., and don't let the cash distract you decision making!
Value Investing 3: Undervalued Balance Sheet Cash [View article]
Buying a stock looks cheap because it has "excess cash", is not a good idea in general. Simple logic, why use your hard cold cash to buy the cash which is holding in a wrong hand? It only makes sense, if you have huge capital to control the company, then you profit by sell it piece by piece quick!
Cisco: A Case of Emotional Attachment [View article]
CSCO reminds us the old networking king, Novell. Both failed on lack of changes. Both relied on one strategy from success all the way to failure. Novell sticked with IPX became a winner and continued holding IPX until it became a loser. CSCO's acquisitions made the success and now failed. "Every success has its unique way of success, and every failure has its common cause, itself".
Cisco vs. Intel: 2 Fallen Stars of the Techno-bubble Show [View article]
INTC tried to extend business beyond the core business -- CPU, but all failed, and now felled back to the core. Intel's core business does not have competitions besides AMD. AMD seems a pet raised by Intel so that the competition is well controlled by Intel. CSCO will do the same refocus on core, but the network core competitions are much much higher than CPU business. Plus INTC pays more than double dividends. Obviously, INTC is the winer compare to CSCO! I have neither position of INTC and CSCO.
Cisco: A Case of Emotional Attachment [View article]
CSCO's wining strategy is acquisitions, and it lost on acquisitions as well! During 90's CSCO using stocks to acquire more than hundred companies in order to acquire new products, to increase booking revenues, to write-off big one time item... anyhow, it is a good R&D, accounting, and fast growth method Chambers played it very well. After y2k boom burst, and the company became 70+ employees, 40B revenue, there is no such acquisition playground exist anymore and Chambers has no new strategy, but continues to play the old game.
With LinkedIn (LNKD, up 107% from its offering price) and Apple (AAPL, up 420% in five years) soaking up all the oxygen, have some former tech heroes turned into value stocks? Google (GOOG), Microsoft (MSFT), Intel (INTC) and Cisco Systems (CSCO) have struggled for so long (despite amassing gobs of cash) that the shares may be unloved and cheap. [View news story]
Tech companies having lots of cash are not necessary a good thing! In the pass, once rich cash tech companies stop to grow, they were all on the path of death! Apple turned around was because innovation on iPhone, not because cash! Investors don't like the idea "cash buy cash", think about it, why?!
Why Cisco Systems Is Still Worth the Wait [View article]
Now is not late 90's, there is network boom. The networking business matured. Wake up from 90's dream! In fact the cloud concept realized more profit for INTC and HPQ than CSCO up to now.
Better buy Cisco (CSCO -0.4%) at current "depressed levels" than wait to see the actual improvement, Sterne Agee says, expressing faith that it will “make the right moves” to restore investor confidence. A sum-of-the-parts analysis suggests the stock is worth $27-$28. Latest restructuring speculation: Cisco plans to sell its Linksys consumer router business and possibly its WebEx brand. [View news story]
Wishful thinking! Great for CSCO holders to have a reason to continue hold on.
Why Cisco Systems Is Still Worth the Wait [View article]
Like I said before, if CSCO goes back to its core network business, it just like another INTC today, but smaller, lower yield, and more competitions. Therefore, it is an expensive stock at current price, absolutely not an opportunity!
Cisco: A Case of Emotional Attachment [View article]
What Will It Take for Cisco to Rebound? [View article]
7 Cash Rich Stocks Near 52 Week Lows [View article]
Cisco Systems: Unwanted and Unloved [View article]
Value Investing 3: Undervalued Balance Sheet Cash [View article]
Value Investing 3: Undervalued Balance Sheet Cash [View article]
Cisco: A Case of Emotional Attachment [View article]
"Every success has its unique way of success, and every failure has its common cause, itself".
4 Dirt-Cheap Stocks Set to Rebound Sharply This Year [View article]
Cisco vs. Intel: 2 Fallen Stars of the Techno-bubble Show [View article]
CSCO will do the same refocus on core, but the network core competitions are much much higher than CPU business. Plus INTC pays more than double dividends. Obviously, INTC is the winer compare to CSCO!
I have neither position of INTC and CSCO.
Cisco: A Case of Emotional Attachment [View article]
With LinkedIn (LNKD, up 107% from its offering price) and Apple (AAPL, up 420% in five years) soaking up all the oxygen, have some former tech heroes turned into value stocks? Google (GOOG), Microsoft (MSFT), Intel (INTC) and Cisco Systems (CSCO) have struggled for so long (despite amassing gobs of cash) that the shares may be unloved and cheap. [View news story]
Investors don't like the idea "cash buy cash", think about it, why?!
Intel vs. Cisco and the Supply Chain Effect [View article]
Why Cisco Systems Is Still Worth the Wait [View article]
Better buy Cisco (CSCO -0.4%) at current "depressed levels" than wait to see the actual improvement, Sterne Agee says, expressing faith that it will “make the right moves” to restore investor confidence. A sum-of-the-parts analysis suggests the stock is worth $27-$28. Latest restructuring speculation: Cisco plans to sell its Linksys consumer router business and possibly its WebEx brand. [View news story]
Why Cisco Systems Is Still Worth the Wait [View article]