Cisco Systems, Inc.

  • Are Cisco Revenues Too Close To The Public Money Candle Flame?

    By Godiyal .S - August 27, 2013 | Tickers: CSCO, IBM

    Cisco (NASDAQ: CSCO) has been a household name in the tech world since the 1990s when the IT companies first boomed with the Internet bubble and saw stock share valuations in the hundreds of dollars per share. Since the Cisco has come down significantly, average values in the mid $20s per share. The heady days of the Internet bubble are long gone, often raising the question why Cisco should be more »

  • Opportunities in Security Software

    By Daniel James - August 19, 2013 | Tickers: CHKP, CSCO, FTNT

    With cybercrime as a growing threat in today’s world, many opportunities exist for tech firms that develop software to counter these attacks. Especially in the lucrative enterprise market, there is a growing need for digital protection. Check Point Software Technologies (NASDAQ: CHKP) is an industry leader in enterprise network security software. With a history of solid earnings growth, the firm also has several opportunities for expansion in its core more »

  • This Big Tech Disappointment Has Created an Opportunity

    By Timothy Green - August 19, 2013 | Tickers: CSCO, JNPR, PANW

    Networking giant Cisco (NASDAQ: CSCO) announced earnings which beat analyst estimates on Aug. 14, but the market wasn't satisfied. The stock fell after-hours, and after weak guidance was given on the conference call, shares plummeted further. The next day, the stock opened down 7.5%, giving long-term investors an opportunity to buy the stock of a great company at a discount. Even though the market reacted poorly, there were more »

  • 3 Ways to Profit From Data Growth

    By Madhukar Dubey - August 19, 2013 | Tickers: CSCO, CTXS, FFIV

    Data traffic is expected to grow 23% annually over the next four years. Growing data creates complexity in managing and securing data. Data centers are moving towards the next-generation of virtualization and cloud environment. As a result, many networking companies are updating their products and technology to step up security and data management. Three such companies discussed in this post are developing various technologies to simplify data management and capitalize more »

  • Why I Still Like Cisco

    By Diane Alter - August 18, 2013 | Tickers: AMZN, CSCO, VMW

    Despite uninspiring fiscal fourth quarter numbers, Cisco (Nasdaq:CSCO) is still a friend of mine.

    Yes, the Silicon Valley networking equipment giant announced it is slashing headcount by 4,000 (5%). Yes, orders from Asia and China were weak. And yes, CEO John Chambers said improvement in product lines from particular countries like Asia and China are “not at the pace we want.” But yes, I still like Cisco.

    In more »

  • This Great IT Company Just Became Dirt Cheap

    By Adrian Campos - August 18, 2013 | Tickers: ALU, CSCO, JNPR

    Shares of Cisco Systems (NASDAQ: CSCO) went down 7% after the latest earnings call on August 14th. Considering that Cisco's latest quarter was pretty solid, with revenue rising by 6.2% year-over-year and GAAP earnings per share increasing to $0.42 for the quarter, up from $0.36 in the same period last year, could this be market overreaction? More importantly, does the current negative market sentiment represent an more »

  • Are These Tech Stocks Dropping the Ball?

    By Bob Ciura - August 16, 2013 | Tickers: CSCO, IBM, ORCL

    Technology giant Cisco Systems (NASDAQ: CSCO) is seen as a bellwether not just for technology, but for the broader economy as well, due to its diverse customer base.

    Cisco's earnings are often used as a guide for the overall health of government and businesses.  Greater spending on Cisco's products and services is a good sign for economic activity going forward. The company had been in clear rally-mode to more »

  • Smartphones Are Fast Becoming Indispensable, And Here’s How You Stand To Profit From It

    By Awais Malik - August 16, 2013 | Tickers: CSCO, QCOM, ERIC

    The communications equipment industry is paradoxical. It is booming but also largely unpredictable. The latest turn of events have left some investors confused. While others are disappointed even with some of the best results ever in companies’ history. Cisco Systems (NASDAQ: CSCO), Ericsson (NASDAQ: ERIC) and Qualcomm (NASDAQ: QCOM) are all amongst the headlines this week. So what should you read into the news rolling out of this industry?

    Business more »

  • Why This Networking Company Is No Longer Attractive

    By Matthew Frankel - August 15, 2013 | Tickers: BRCD, CSCO, STX

    Brocade Communications Systems (NASDAQ: BRCD) has done an excellent job of growing its business, with revenue quadrupling in a decade. However, over the past couple of years, the growth seems to have stagnated, and the company is actually expected to report slightly lower revenue for the current year. Earnings are expected to be flat for the next few years, and the competition keeps getting stiffer.

    Curiously, shares have spiked lately more »

  • Secure Your Portfolio Growth with These Tech Companies

    By Madhukar Dubey - August 14, 2013 | Tickers: CSCO, FIRE, SYMC

    As per Gartner, it is expected that the global market for security technology and services will surge from $61.8 billion last year to $67.2 billion this year. This market can potentially reach $86 billion by 2016 due to the rising demand from emerging markets and increasing threats from hackers. Moreover, the demand for security protection will rise due to the increasing number of web applications, social media, and more »

  • Follow This Legendary Investor Into These 3 Stocks

    By Ted Cooper - August 14, 2013 | Tickers: BRK-B, CSCO, MSFT

    Arnold Van Den Berg may not be a household name, but the success of his 30+ year-old mutual fund company, Century Management, has made him one of the most admired investors among industry insiders. A student of Benjamin Graham, Van Den Berg's contrarian style has enabled him to compound investors' money at 9.2% per year after fees over the last 15 years, trouncing the S&P 500 by more »

  • CIA Will Send One of These Stocks Soaring

    By Marie Palumbo - August 12, 2013 | Tickers: AMZN, CSCO, IBM, LMT, BA

    Massive government spending is often viewed negatively in the public eye. And while you may or may not agree with the spending, there is a silver lining for investors to profit on such spending. Amazon (NASDAQ: AMZN) and IBM (NYSE: IBM) are currently battling for a $600 million government intelligence contract. During times of violate markets and uncertain corporate earnings, buying companies with large government contracts can add stability to more »

  • Alcatel-Lucent Fails to impress but could be at a Major Turning Point

    By Boniface Murigu - August 12, 2013 | Tickers: CSCO, QCOM

    Alcatel-Lucent SA (ADR) (NASDAQ: ALU) is a French communication equipment-maker that focuses on providing point-to-point voice, data and voice + data communication systems. Its broad spectrum of customers includes individual customers, corporate customers, and telecom carriers.

    Alcatel-Lucent has been a victim of many false starts in the past five years, but now there is growing evidence that the company could be at an important inflection point in its eventful turnaround. During more »

  • Alcatel-Lucent's Positive Results Signal Strength for Networking

    By Nihar Patel - August 12, 2013 | Tickers: ALU, CSCO, JNPR

    Alcatel-Lucent (ADR) (NYSE: ALU) has been a favorite of mine for almost a year now, and I am still not ready to chuck it into the trash pile. The recent earnings report and price action on the stock has given hope to people who believed in the company’s turnaround. There are things to like and dislike in the recent earnings release, but things seem to be moving in the more »

  • Thinking About A Dividend Hike? Think Again

    By Zain Zafar - August 12, 2013 | Tickers: CSCO, INTC, MSFT

    The ‘death of the PC’ is a cliché that you hear all too often these days, and with its large exposure to the PC market, semiconductor giant Intel (NASDAQ: INTC) has seen its revenue and profit drop this year. One sign of Intel’s recent struggles is the company’s recent dividend announcement, when Intel kept its dividend on hold despite wide expectations of a dividend hike.

    Where’s my more »

  • Hold Your Breath for Cisco's Earnings

    By Dan Sayers - August 12, 2013 | Tickers: ALU, CSCO, JNPR

    Cisco (NASDAQ: CSCO) has been ticking all the right boxes recently, and I'm convinced the company has a bright future ahead of it.

    In its third quarter, Cisco beat earnings per share expectations of $0.49 with actual earnings per share reaching $0.51. Overall sales grew 5% as well as demonstrating impressive year on year growth for several business segments including data center and service provider video, rising more »

  • Why Should This Acquisition Worry Competitors?

    By Mike Thiessen - August 12, 2013 | Tickers: CSCO, JNPR, FIRE

    Investors and technology buffs are cheering the recent announcement that Cisco (NASDAQ: CSCO) had inked a merger deal with Columbia, Maryland-based cybersecurity firm Sourcefire (NASDAQ: FIRE). Despite its relatively modest $2.7 billion price tag, the deal promises to provide Cisco with a bevy of new security applications and could position the tech giant as the company to beat in the online security space. Although this move was not unexpected more »

  • Why Tech Trades at a Lower P/E Than the S&P

    By Ryan Peckyno - August 11, 2013 | Tickers: CSCO, INTC, IBM, MSFT

    Interesting fact: The tech sector trades at an estimated P/E multiple of 14.5, well below the S&P 500's multiple of more than 18. Why is that?

    First, many of the tech behemoths are acting like big, slow-moving, cautious companies. And many of them are doing nothing with the large amounts of cash that they have accumulated. So maybe they deserve to trade like 10-year Treasury notes more »

  • How This IT Company is Managing Changes in Computing Trends

    By Lee Samaha - August 11, 2013 | Tickers: CSCO, CTXS, FFIV, INTC, MSFT

    It helps to have powerful friends, and very few companies have allies as strong as IT virtualization specialist Citrix Systems (NASDAQ: CTXS). With partners such as Cisco Systems (NASDAQ: CSCO) and Microsoft(NASDAQ: MSFT) helping to push some of Citrix’s newer solutions, the company looks well placed to grow even as its core desktop virtualization sales are slowing. In summary, the stock looks a good value. However, in order more »

  • The Clear Choice In Networking Systems

    By Matthew Frankel - August 9, 2013 | Tickers: CSCO, IBM, JNPR

    As the world’s largest supplier of computer networking systems, many investors don’t consider Cisco Systems (NASDAQ: CSCO) to be much of a growth story. After all, with sales of over $46 billion last year, how much more networking equipment could they sell? The answer is more than you may think!

    With routing and switches still evolving at a very high rate, Cisco is still a long way from more »

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