Many of the companies regarded as “old” tech have been struggling in recent years due to the soft macroeconomic environment and reduced corporate IT spending. Hardware producers especially have suffered as a result. Amid a mixed earnings season, Cisco Systems(NASDAQ: CSCO) delivered results that came in above analyst expectations, dispelling some of investors’ worries as a result of soft numbers from competitors.
Against all odds, Cisco (NASDAQ: CSCO) has managed to beat estimates yet again. The company reported another stellar quarter, showing further improvements in its enterprise business. The quarter also makes the case for long term investment in the company due to a smooth execution of the company's new strategic plan and stable performance despite a poor industry outlook. The analysis shows that the company has a 20% upside on more »
For a while, the networking gear industry looked like it was on shaky ground. Last month, a series of poor earnings reports from network gear manufacturers F5 Networks(NASDAQ: FFIV), Radware, and Netgear spooked investors, since all three companies blamed budget cuts in both the public and private sectors for their quarterly woes.
In two previous articles, however, I noted that F5 Networks and Radware’s weakness came from their more »
Cisco(NASDAQ: CSCO) is a company which many people have written off as "dead-money". With a range-bound stock price over the past decade amidst slow but steady earnings growth Cisco hasn't exactly been an exciting stock. But often the least exciting stocks offer the most exciting opportunities, and over the past year the stock offered multiple chances to buy at an insanely low price.
The US has been behind countries like South Korea, Japan, and Sweden, for too long when it comes to very high speed Internet - the kind of speeds that only fiber can bring. The current holy grail of Internet speed is gigabit (1,024 megabits per second). Imagine streaming everything to your house without buffering, choppiness, and all-around unpleasantness. That is what gigabit promises and delivers. However, most cannot get it more »
From its start in 1984, Cisco Systems(NASDAQ: CSCO) was a leader in network services, providing the latest technology to businesses of all sizes throughout the world. But as those businesses have chosen to upload their valuable data to Cloud-based servers, the face of networking is changing. And Cisco is evolving with it.
The work is paying off. Cisco's Q3 earnings were better than analysts expected, with the company more »
The world’s largest maker of computer networking products, Cisco’s (NASDAQ: CSCO) share performance has not been quite as spectacular as that of the rest of the market.For such as stable tech giant to actually be trading below where it was for most of the peak recessionary years says something.Either Cisco is fundamentally weaker than it has been in the past, or we are looking at one more »
I have been all over the Juniper Networks(NYSE: JNPR) site looking at routers, because I had heard an offhand comment that Juniper had a router that was at the same level regarding some physical specs as Alcatel-Lucent's (NYSE: ALU). I could not find anything that really matched the things I was impressed by, though the PTX line is pretty fantastic for offering a lot of power and capacity more »
Investing in Cisco (NASDAQ: CSCO) is like betting on a tennis player. The competition keeps putting him on the defense. However, the player smashes a powerful return. This becomes the trend. Two sets later, the coach is commending Cisco for its performance. In this article, I will explain how Cisco’s performance will enable it continue its upward movement and make good return for investors.
Out of even the most tragic of circumstances, some opportunities may arise. One thing that the recent terrorist activity at the close of the April 15 Boston Marathon highlighted is that as helpful as the public was in going through countless photos, inaccuracies launched incorrect identifications. However, technology does provide an answer.
One privately-held company called CrowdOptic provides market-based solutions to advertisers in large venues, such as stadiums. However, that more »
According to a recent report, data center traffic is expected to grow to 6.6 zettabytes per year by 2016 from only 1.8 zettabytes in 2011. This huge demand will compel network carriers to increase network infrastructure spending. Though this market is crowded with big players like Cisco (NASDAQ: CSCO), HP, Dell, IBM etc., there are some other companies carving out a niche because of their unique offerings. I more »
These days I am a "Buy and Hold" investor by accident only. What I have discovered is that regardless of how invincible you may imagine yourself to be, accidents do happen.
After many years of watching my professionally managed accounts see paper gains evaporate and then come back again just long enough to make it clear that cycles do exist, I went on a different path.
Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be the tech sector that will lead the rally in Q2 2013. Investors looking more »
Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be the tech sector that will lead the rally in Q2 2013. Investors looking more »
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 »
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 »
F5 Networks (NASDAQ: FFIV)took a beating last week, seeing its stock tumble some 20% on disappointing earnings and a poor 2013 outlook, but is the news really all that bad? With the company's positioning in an exciting and high growth industry, it's tough not be intrigued, to not at least take a look at the stock. But I think the stock could be low for a reason more »
Tech stocks have been one of the worst performing groups this year. In fact, these stocks have underperformed the other stock sectors by 11% over the past year, and, for the first time in 17 years, the sector's forward P/E ratio is lower than the market's average. Some analysts are suggesting that it will be precisely the tech sector that will lead the rally in Q2 2013 more »
Net income increase over three quarters has made majority of analysts to rate Cisco (NASDAQ:CSCO) a buy. In the most recent quarter, Cisco’s profit rose 17.7% year-over-year. Two quarters ago, profit increased 55.6% in the fourth quarter of the last fiscal year and 19.8% in the third quarter. Over 65% of analysts urge investors to buy Cisco, but the average analyst ratings of the company more »
F5 Networks(NASDAQ: FFIV), once one of the hottest growth stocks in the market, recently crashed to a two-year low after the company provided bleak guidance for its first quarter, which ended on March 31. The Seattle-based company, which produces devices that optimize network connections between servers, firewalls and applications, offered such downbeat guidance that it dragged down its entire networking sector.
