Communications Equipment

  • The Search for Value in Communication Equipment Stocks

    By Chris Hodge - January 10, 2013 | Tickers: ADTN, ALU, XLS, QCOM

    There was a time when communicating with other human beings involved actually being around them. But those days are long gone, and today we depend on technology to let us interact with others. But beyond the marketing aspect of communications (like hearing endless debates about which smartphone is the best), I have to wonder if there's anything really different about the various companies that make communication equipment. Time to more »

  • Cisco: Upside Potential With Yield!

    By Matthew Frankel - December 28, 2012 | Tickers: BRCD, CSCO, JNPR

    Cisco (NASDAQ: CSCO) is the world’s largest supplier of computer internetworking systems, offering a complete line of routers and switching products for both local and wide area computer networks.  The company’s stock has rebounded nicely since trading at the sub-$15 level just this past July.  Investors may be wondering whether the stock is losing steam, or if there are more gains to be had.

    First, let’s more »

  • 1 Forgotten Investing Tip for Improved Performance

    By Justin Carley - September 11, 2012 | Tickers: AAPL, ABX, CSCO, FFIV, FB

    Being a successful investor requires many attributes and thousands of books have been written on the subject.  Investors often read about how George Soros or Warren Buffett or the latest hedge fund manager engineered their great returns.  While it makes for interesting reading, it can often lead to contradictory approaches.  Novice investors may be torn between an asset class or individual stock that is both praised and hated by their more »

  • Finisar’s not a Fallen Angel

    By Harsh Chauhan - June 17, 2012 | Tickers: FNSR, JDSU

    Fiber optics player Finisar (NASDAQ: FNSR) has been hammered almost 24% into the red zone so far this year. The stock didn’t do much to get out of a slump after posting a mixed fourth quarter either. Although Finisar met on the bottom line, it came up short on revenue expectations. In addition, a weak outlook didn’t do much to inspire confidence amongst investors.

    What gives?

    Finisar’s more »

  • Why You Should Switch to Cisco

    By Justin Carley - April 27, 2012 | Tickers: AAPL, CSCO, JNPR

    Apple (NASDAQ: AAPL) is blowing UP once again thanks to an explosion in earnings and a parabolic move in the stock price.  The company reported profit growth of more than 90% thanks to surging iEverything in China.  China now makes up 20% of total sales and there is plenty of room for this to move higher.  But, Apple isn’t the only technology stock that presents a compelling opportunity.  I have highlighted two other potential technology investments this week that investors should consider, Texas Instruments as a more short-term, risk-on play and Intel as a core, long-term holding.  In the last post on the subject, I present another core play that should have more appeal to investors with a long-term focus- Cisco Systems (NASDAQ: CSCO).

  • 1 Semiconductor Stock for the Summer

    By Justin Carley - April 25, 2012 | Tickers: MSFT, QCOM, TXN

    The NASDAQ Composite just recorded its best first quarter since 1991!  So the 4% given back in April thus far seems rather muted.  Investors shouldn’t feel that they have missed the boat.  In fact, the technology sector offers great value and in a series of posts I intend to highlight potential names that could help position portfolios for market-beating returns.  I have written numerous times regarding my favorable view more »

  • Microsoft and Nokia: A Smartphone Match Made in Heaven

    By Tim Brugger - January 23, 2012 | Tickers: T, MSFT, NOK

    If early shipments, scuttlebutt and industry feedback are any indication, the new Lumia Windows Phone from the partnership between Nokia (NYSE: NOK) and Microsoft (NASDAQ: MSFT) looks to be a winner. The phone will run over the AT&T (NYSE: T) network, giving the telecommunications giant a much needed shot in the arm as well. This may end up being one of those trite win-win-win types of situations.

    Now this more »

  • RIM Management Change: Looks Like More of the Same

    By Tim Brugger - January 23, 2012 | Tickers: BBRY, MSFT

    Thorsten Heins now takes his place in the hot seat at Research in Motion (NASDAQ: BBRY). The former COO and head of product, sales and engineering stepped in when former co-CEOs and Chairs Jim Balsillie and Mike Lazaridis resigned both posts. The newly crowned CEO will take over immediately and by most accounts will continue to do more of the same.

    In a recent interview Mr. Heins essentially echoed what more »

  • Apple: Amateurs Copy, Geniuses Steal

    By Jane Genova - December 28, 2011 | Tickers: AAPL, GOOG, MSFT, MMI, XRX

    There's the old saying in business: amateurs copy, geniuses steal.  

    The genius comes from the ability to take what's needed and getting around legal and other hurdles, such as being bad-mouthed in the marketplace for not being as innovative as the competition.  Interestingly that seems to be exactly what Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) did with Xerox's (NYSE: XRX) prototype of graphic user interface, developed more »

  • Ubuntu’s 18-Wheeler Wide Security Hole

    By Roland Hughes - December 28, 2011 | Tickers: DELL, IBM, NOK

    Quite some time ago I filed bug 731504 with the launchpad system for Ubuntu (a registered trademark of Canonical Ltd.).  Ordinarily, this wouldn’t be something worthy of blogging about on the Fool, but this particular bug impacts every Fortune 1000 company that considers using their server software and it definitely impacts their many partners including IBM (NYSE: IBM) and Dell (NASDAQ: DELL).

    This bug stems from a viciously short more »

  • Predictions for 2012

    By Nikhil Shamapant - December 27, 2011 | Tickers: AFL, AAPL, ATPAQ.PK, GLW, MHS.DL, NBS, GAME

    Before the New Year begins, I figure I should make a few predictions for 2012, just for fun. This blog is copied from my CAPS blog post, but modified a little bit.

    Here I go:

    1. ATP Oil and Gas (NASDAQOTH: ATPAQ.PK) will FINALLY get its footing. There will be a gigantic short squeeze and the stock will fly. I'm actually in the process of synthesizing 30 articles of more »

  • Are Wearable Computers the Future of Technology?

    By Elizabeth Magill - December 27, 2011 | Tickers: AAPL, GOOG, NOK, VZ

    Talk about mobility. You can't get any more mobile than wearing a computer as apparel.

    A new generation of consumer electronics is being dreamed up, reports the New York Times. Both Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) are hard at work -- independently and somewhat secretly -- to come up with an even more portable form of the computer.

    Apple, it seems, is investigating the possibility of a "wearable" iPod more »

  • Skype and Microsoft: Together a Smart Strategy to Compete with Tablets and Smartphones

    By Elizabeth Magill - December 27, 2011 | Tickers: AAPL, CSCO, EBAY, GOOG, MSFT

    In May 2011, Microsoft (NASDAQ: MSFT) announced a brilliant deal with Skype. And a brilliant deal it was.

    While Skype is an internet phone company at its core, it's much more than that. Skype not only offers free calls over the internet, it enables calls to landlines and mobile phones and group video chats through Skype Credit and Skype Premium, respectively.

    The Acquisition

    Microsoft acquired Skype for $8.5 more »

  • Oh My Oracle!

    By Justin Carley - December 22, 2011 | Tickers: CSCO, ORCL

    Oracle (NYSE: ORCL) made the headlines yesterday in a negative way.  The company reported 2QF12 results that missed street expectations and the stock was pummeled 11%.  That made an already cheap stock even cheaper and should get the value investor a bit excited.  The stock has plenty of upside from current prices and patience can reward investors- not in buying and waiting, but in waiting to buy. 

  • Don't Sleep on Microsoft

    By David Talley - December 22, 2011 | Tickers: BBRY, GOOG, MSFT

    Remember Microsoft (NASDAQ: MSFT), that great growth company that created enormous wealth for its shareholders in the 90's? Remember the innovations that came from that company? Fortunately for you (because it creates an investing opportunity), most people have forgotten that Microsoft, instead focusing on a company that has struggled to innovate and whose stock price has reflected that fact. However, there is much to get excited about for Microsoft more »

  • For the new investors - getting started, "Just Do It"

    By Kyle Metivier - December 21, 2011 | Tickers: CSCO, NKE

    Thinking about my first few forays into trading individual stocks, it’s interesting to look back on the decisions I made. I first started purchasing individual stocks in 2001, buying shares of some “hot” technology stocks after the bursting of the Tech Bubble. Since it was my first endeavor, I went through my bank, which had a brokerage relationship with another company that charged a commission of $50 per trade more »

  • It’s Intel Time Again

    By Tim Brugger - December 21, 2011 | Tickers: CIDM, AMD, CSCO, HPQ, INTC, IBM, MU, ORCL

    This is exactly the kind of situation investors should be salivating over. Oracle (NYSE: ORCL) comes out with some less-then-ideal earnings news, then compounds their poor results with relatively negative comments regarding corporate spending as we head into 2012. Naturally, the stock takes a substantial hit; it’s down over 13% within an hour of the open. Perfect.

    Why get excited over the misfortune of others? Because of that all-inclusive more »

  • 'Crackberry' Addiction on the Wane

    By Tony Daltorio - December 19, 2011 | Tickers: AAPL, BBRY, GOOG

     

    The coolest of all mobile devices used to be the Blackberry which is made by Research in Motion (NASDAQ: BBRY). Its qualities made it almost addictive to its users, hence the nickname 'Crackberry'. 

    But all that began to change in 2007 with the introduction of the touchscreen-based iPhone from Apple (NASDAQ: AAPL). 

    Today, many of the former 'crackberry' addicts now carry around an iPhone or a smartphone with the Android more »

  • Value Series: Corning, Inc.

    By Kevin Holloway - December 16, 2011 | Tickers: GLW

    First off I want to let you know where I'm coming from as an investor.  I don't like to pin myself as a "value" guy, but I do like buying companies at a discount.  Even better, I like buying great companies at a discount.  I buy with a long term mindset and a nice Margin of Safety helps me sleep at night.  My idols are Warren Buffett, Ben Graham, John Ness and I follow many of the "value" managers today.  Despite all that value talk, us Fools know that in stock picking it comes down to the underlying company and its ability to grow earnings into the future.  

  • Two Options Left for RIM, Period.

    By Tim Brugger - December 16, 2011 | Tickers: AAPL, BBRY, GOOG

    It appears the hoped-for change in Research in Motion’s (NASDAQ: BBRY) management philosophy brought on by the rollout of Mobile Fusion was not to be. The recent earnings call disappointed in more ways than one but wasn’t difficult to sum up; too little, too late.

    Though the poor results RIMM announced were not unexpected, it was the delayed release of the new Blackberry that really stung. It’s more »

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