Ixia

  • Cisco and How Its Results Read Across the Tech Sector

    By Lee Samaha - May 22, 2013 | Tickers: T, CSCO, XXIA, PLCM, VZ

    Tech investors have seen a slew of warnings over the last few months, so Cisco Systems' (NASDAQ: CSCO) recent ‘beat’ was always likely to be well received. As ever with bellwethers, there is as much interest in what its constituent segments mean to the tech industry as there is in its own prospects. Moreover, as Cisco is reporting late in the quarter, there may be some indication that the tech more »

  • 5 Solid High Growth Oversold Stocks

    By Anthony Parsons - May 21, 2013 | Tickers: ANV, ARUN, ATHN, XXIA, ZAGG

    This article will focus on five stocks that were uncovered using a stock screener on May 8, 2013. This is meant to help you identify companies that have the potential to provide significant returns.  Many of these stocks have seen large price decreases over the past year, and now might be a great time to scoop them up. 

    The stock screen was meant to identify companies that have high earnings more »

  • This Tech Stock Crashed, Time to Buy?

    By Lee Samaha - April 15, 2013 | Tickers: CSCO, XXIA, JNPR

    I'm a bit bemused by the events at Ixia (NASDAQ: XXIA). Recently, the stock took a massive battering after announcing accounting irregularities that reduced 2012 income, and will hit revenue in Q1 2013. It sounds grim enough, but in reality, no contracts have been lost, cash flows haven't disappeared, and -- at least for now -- the only major impact appears to be over the timing of how it reports more »

  • This Tech Stock Crashed, Time to Buy?

    By Lee Samaha - April 15, 2013 | Tickers: CSCO, XXIA, JNPR

    I'm a bit bemused by the events at Ixia (NASDAQ: XXIA). Recently, the stock took a massive battering after announcing accounting errors that reduced 2012 income, and will hit revenue in Q1 2013. It sounds grim enough, but in reality, no contracts have been lost, cash flows haven't disappeared, and -- at least for now -- the only major impact appears to be over the timing of how it reports more »

  • This Tech Stock Crashed, Time to Buy?

    By Lee Samaha - April 9, 2013 | Tickers: CSCO, XXIA, JDSU, JNPR

    I'm a bit bemused by the goings on at Ixia (NASDAQ: XXIA). The stock has taken a fearful battering recently after announcing accounting irregularities that reduced 2012 income and will hit revenues in Q1 2013. It sounds grim enough but in actuality no contracts have been lost. No cash flows have been foregone and -at least for now- the only major impact appears to be over the timing of more »

  • The Growth Sectors Within Telco

    By Lee Samaha - March 3, 2013 | Tickers: CIEN, CSCO, FFIV, XXIA, RVBD

    It’s always a good idea to keep an eye on what your stock's peer group are reporting even if they come from overseas. In this article I want to focus on the telco sector and discuss some takeaways for the industry that came out of Spirent Communications' latest results. It’s a UK listed company, a strong rival to Ixia (NASDAQ: XXIA) and has activities that cover many more »

  • Tech's Bellwether Signals a Mixed Spending Environment

    By Lee Samaha - February 15, 2013 | Tickers: CSCO, EQIX, FTNT, XXIA, PLCM

    The market didn’t like Cisco's (NASDAQ: CSCO) recent results much, but then again the stock is coming off a very strong run. In summary, I thought these results were bullish overall for US corporate IT spending but less so for Cisco. The company has heavy public exposure and it is going to have to weather pressure on the public purse in the US. Meanwhile, the global picture is more »

  • Why I Bought This Telco Stock

    By Lee Samaha - February 14, 2013 | Tickers: T, CSCO, FTNT, XXIA, VZ

    It’s been a while coming but I’ve finally found a telco stock. I’ve been watching what the Tier 1 carriers have been saying about their capital spending plans and some key trends have been emerging of late. I initially set my heart on taking a closer look at Acme Packet but Oracle scuppered that idea by buying the company! As ever the challenge is to find the more »

  • Dow Jones Industrial Average Ends Higher for the Fifth Straight Session; AAPL Slide Continues

    By Joshua Hayes - January 15, 2013 | Tickers: AAPL, DELL, FB, GS, XXIA, JPM

    Big headlines of the day were better than expected retail sales and the slide in Apple (NASDAQ: AAPL). Going unnoticed was the outside reversal the Russell 2000 index staged. Not going unnoticed was the heavy volume selling in AAPL for the second straight day. The stock continues to see sellers and has now closed under $500 mark for the first time since February 2012. Dell (NASDAQ: DELL) gained for the more »

  • DELL Lifts on Buyout Rumor as AAPL sinks Volume ends Mixed

    By Joshua Hayes - January 14, 2013 | Tickers: AAPL, BBRY, DELL, XXIA, LULU

    A very quiet day as volume on the NYSE runs very light below Friday’s level. Apple (NASDAQ: AAPL), Research In Motion (NASDAQ: BBRY) and Dell (NASDAQ: DELL) shares supported the higher volume on the NASDAQ, but were unable to push the NASDAQ into the green. AAPL was able to close above $500, but it continues to come under selling pressure. The DELL news helped the NASDAQ and the rest more »

  • What This Company's Results Mean for Your Stock

    By Lee Samaha - September 19, 2012 | Tickers: A, BRKR, INTC, XXIA, TMO

    It’s always useful to get an industry read across from a company that services many different end markets. In this article I will focus on Agilent Technologies Inc (NYSE: A). It is a cyclical stock and has suffered over the summer as global growth has turned out weaker than expected. However within its end markets there are some varied trends of which investors can either avoid or take advantage more »

  • Ciena Stock Surges -- Good Results or are Tech Expectations Too Low?

    By Lee Samaha - June 1, 2012 | Tickers: CIEN, CSCO, XXIA

    A decent set of results from Ciena (NASDAQ: CIEN) sent the stock racing higher amidst another down day for the market. In fact, what was really surprising about these results was that they were surprising. Well, at least to the market!

    Ever since Cisco Systems (NASDAQ: CSCO) reported a weak set of results and guidance, the short sellers have been out in force with regards to many technology stocks. However more »

  • Cisco's Weak Guidance: Is it a Company Issue or is Tech in Trouble?

    By Lee Samaha - May 11, 2012 | Tickers: CSCO, EQIX, FFIV, FTNT, XXIA | Editor's Choice

    Whenever a technology bellwether like Cisco Systems (NASDAQ: CSCO) reports results, the market takes immediate notice. With the dust now settling over a disappointing outlook statement, it's time to look in greater depth at Cisco and formulate some conclusions for the wider technology market.

    The broad-based sell-off was understandable and no self-respecting investor would ignore CEO John Chambers’ commentary, however, I think there is more to this than just more »

  • What Ixia is Telling Investors about the Networking Marketplace

    By Lee Samaha - April 23, 2012 | Tickers: CSCO, XXIA

    In a somewhat mixed week for technology companies Ixia (NASDAQ: XXIA) beat estimates and raised guidance. I liked what management said about current prospects, and there was some potentially good news coming for Cisco (NASDAQ: CSCO) stock holders.  Its main rival is the UK’s Spirent although, Agilent also has exposure to this sector through its communications testing division.

    Ixia and its main rival Spirent, represent the two best 'pure more »

  • Who Will Win in the Smartphone Wars?

    By Lee Samaha - April 16, 2012 | Tickers: AAPL, GOOG, XXIA, MSFT, NOK

    Nokia (NYSE: NOK) gave disappointing results recently and, it is hard to see where the company can go from here. In less than a decade, smartphones have captured over 50% of the US market and, Nokia has been nowhere near competitive enough in this market. In terms of US smartphone handsets, the clear leaders are Samsung, LG, Apple (NASDAQ: AAPL) and the declining RIM.  So Nokia is challenged at the more »