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  • Cisco slumps in spite of target hikes; peers also off [View news story]
    Once again, and seemingly with increasing regularity, Mr. Chambers is the bearer of bad news. I can recall only two or three instances in the past 24 quarters where he was actually optimistic about his company's future. For all we know, he may be correct. Having said that though, it is time, no it is past time, for Mr. Chambers to grab his golden parachute and take the leap that will surely set the stock price flying (based solely on his departure).
    Aug 14, 2014. 12:54 PM | 1 Like Like |Link to Comment
  • Report: Cisco's Chambers might announce retirement in fall [View news story]
    I'll buy soon despite succession and competition issues.
    Chambers' departure will allow for many breaths of fresh air to enter the halls of Cisco. Some of these may be very positive for this huge company. Ironic that his departure will surely cause some stock price increase, which of course will only serve to make him a gazillionaire. Life's funny sometimes.
    Jun 11, 2014. 04:06 PM | 1 Like Like |Link to Comment
  • Cisco's Chambers predicts IT shakeout as new products launched [View news story]
    It's ironic that John Chambers, founder and CEO of Cisco, consistently opens his mouth and with his words, insures that CSCO's stock price goes nowhere. The irony comes when he opens his mouth to announce his departure. The Street will go crazy when he leaves, possibly doubling or tripling the stock price in celebration of his departure. New leaders will likely take the company to new and innovative heights, further enhancing the stock price.
    And who will be the prime beneficiary of Mr. Chambers' departure? Why, that'd be Mr. Chambers himself. Bet we'll see him crying all the way to the bank.
    May 21, 2014. 05:10 PM | Likes Like |Link to Comment
  • Why Apple Or Microsoft May Pick Off Sirius XM [View article]
    I have no faith in a takeover bid from Microsoft, Apple or anyone else for that matter. However, the last time I bought in (@ 2.87) the share price eventually got to over 4, and not being piggy in nature, I sold.
    Now siri is getting "interesting" again and I am going to build a position and hope to see 4+ before year's end. I could enumerate why I think this will happen (and I suppose I can also state why it won't, as there's no certainty with such things), but I will not bother here.
    Let's just credit my general belief that siri will see 4+ before it sees 2 and with the worst case scenario being that investing here sits as dead money.
    Apr 28, 2014. 02:02 PM | 2 Likes Like |Link to Comment
  • I Bought Cisco On Its Earnings [View article]
    Buying or selling is not about the corporate entity but about management - especially at the top. When Chambers leaves, the "Street" will embrace CSCO heartily. He is, and has been the problem for a long time.
    The real investment question is when to buy. CSCO is a solid company with excellent patents. It craves creative, imaginative leadership...something Chambers sorely lacks.
    His arrogance is apparent; his creative leadership is totally absent. If you think he's leaving, buy in below 20 bucks a share and you'll likely get a decent pop to 25-27 a share.
    Feb 13, 2014. 10:06 AM | 1 Like Like |Link to Comment
  • Cisco Earnings Preview: Is It Time For A Change In CEO? [View article]
    Chambers should leave. He's been there since the beginning which was a long, long time ago. It's not that he's been a good or bad CEO. It is simply time for new blood, a new face, a new brain, a new way of managing this giant company.
    I would predict a 5 to 15 point pop in the stock price depending on who is chosen as the new leader. Otherwise, Cisco's stock price will go on trading in range.
    Feb 10, 2014. 02:30 PM | Likes Like |Link to Comment
  • Liberty Missed Out On Sirius XM But You Shouldn't [View article]
    Don't have that much invested here, but I'll hold what I have and see how these developments go for siri. I use sirius in my car AND have a house plan too. Love it, especially when traveling in areas of the USA where "regular" radio is limited to Rush and only "country" music. (Like country, but not exclusively).
    Jan 6, 2014. 10:15 AM | Likes Like |Link to Comment
  • KKR Financial's CEO Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    Disappointing but I'll stay with KFN. The dividend is excellent and with an improving economy (hopefully), KFN should do well. Today will give KFN a haircut, but usually the hair grows back :-)
    Oct 24, 2013. 09:14 AM | Likes Like |Link to Comment
  • Cisco lower for second day in a row; Chambers' comments in focus [View news story]
    Your position about Chambers is well-reasoned but I think you give CEOs far too much credit in their abilities to analyze market forces that are outside their areas of expertise. As a general example I offer up the CEOs of the American automotive industry, who knew back in the early '80s that their vehicles absolutely had to improve gas mileage and shrink in size to compete with the Toyota/Nissan/Honda invasion. [Or maybe they didn't "know" it]. But...they chose short term profits [on their watch] by continuing to build gas guzzling SUVs and the like, while America voted with their wallets to buy the imports. Hence, the American auto industry AND the city of Detroit wound up on the garbage heap of history and is only now coming back thanks to the actions of the American government. So I am going to stay with the thought that you are giving CEOs in general way too much credit for being smart. Oh yes, one more example - Remember Robert McNamara, Ford CEO and then Defense Secretary for Kennedy and then Johnson. His ignorance of the history of Vietnam and the forces at work there gave us a monument in Washington, DC with some 50,000 names on it. In about 1985, the "genius architect" of the Vietnam War admitted in his book [stated flat out] "I was wrong about Vietnam".
    The mistakes of some are often deadly to others. Titles and positions do not mean competence. Nice discussion here though.
    Sep 29, 2013. 11:01 AM | Likes Like |Link to Comment
  • Cisco lower for second day in a row; Chambers' comments in focus [View news story]
    A realistic appraisal based on fact is always welcome. Rose-colored assessments that have no merit are also misleading. But there is a third scenario for Mr. Chambers and that is, if you don't know and can't really analyze a company, a market, or an economy because that's not your strong suit, be silent!
    Chambers has, over the past decade, made these pronouncements, mostly downbeat ones I should add, speaking about the US and world economies as if he, a CEO, had a crystal ball because of his position. He's been wrong much of the time and hurt his company many times with his "remarks". He's built a good company; that's what he does well. His understanding of world politics and economies though, is severely limited. About that he should just shut up.
    Sep 28, 2013. 09:33 AM | 1 Like Like |Link to Comment
  • Cisco lower for second day in a row; Chambers' comments in focus [View news story]
    I have been following Mr. Chambers and CSCO for many years. He has built an excellent company............but when it comes to his analysis of the world and US economies, he has been a loser. First of all, he's negative 90 percent of the time, and positive only rarely. Secondly, he has proven to be more often wrong than right with his many pronouncements. It's one thing to be an excellent corporate leader and another to be a financial analyst who knows what he's talking about. So Mr. Chambers, thanks for CSCO. Exit now, stage left and enjoy the rest of your life. Painting perhaps?
    Sep 27, 2013. 07:51 PM | 2 Likes Like |Link to Comment
  • Cisco's New NCS: Big Leap Into The 'Internet Of Things' Market. [View article]
    So Chambers opens his mouth on CNBC late Thursday and CSCO goes into a tailspin. This man really needs to simply shut up, pack his stuff into a carton and humbly step out into the beautiful sunset. He created a good company, but like someone who cannot leave well-enough alone, he keeps talking and prognosticating. Perhaps he wants that big bump-up in the stock price when he goes, just as happened with Steve Ballmer's retirement announcement and Microsoft stock price. Mr. C, please pack up your ego, and just go.
    Sep 26, 2013. 04:41 PM | 2 Likes Like |Link to Comment
  • Cisco -0.5% AH following Chambers' CNBC talk [View news story]
    Reiterating what I've said before, Chambers departure is worth at least 5 points up on CSCO stock price. He is leaving, hopefully quietly, and soon. The company is better than its creator and leader by far.
    So, Mr. Chambers, please go and enjoy in luxury the rest of your life.
    Sep 25, 2013. 08:05 PM | Likes Like |Link to Comment
  • Is Cisco A Buy? [View article]
    1. I'm long and considering going "longer".
    2. This is an excellent, well-reasoned and timely article.
    3. You didn't mention the "Chamber's" factor [ every time it is mentioned that he has a foot out the door, the stock jumps]. Conversely though, most times when he opens his mouth, down she goes. Since it is public knowledge that he's going to leave, that should give a permanent lift.
    4. There were many "hot" tech companies out there in 2000, and many of those are gone today. Cisco's financial health, its investment in new ideas, and its relatively low stock price suggest that it is a strong buying opportunity.
    5. One concern: the investment community tends to favor those tech companies that are the new kids on the block. Since I am a tad conservative, I'll let CSCO fulfill my tech needs.
    Sep 24, 2013. 04:30 PM | Likes Like |Link to Comment
  • What To Do With Homebuilder Stocks [View article]
    Now a little plus on BZH (Beazer Homes). That's good.
    Yes, as far as having money when their are good stocks available to buy, I have sold a tad more than 1/3 of my holdings in anticipation of a warm weather stock market decline. Toward the end of it, (Sept & Oct) I hope to get some of today's good performers at a lower price than they are now. In other words, I'm keeping some cash on hand.
    Apr 29, 2013. 01:16 PM | Likes Like |Link to Comment