Cisco Systems CSCO
-
An Apple Bear Case Without Numbers Or Charts
By Tom Kerr : This is an attempt to present a bearish case for Apple ( AAPL ) without using math and without ever mentioning a product that begins with the letter "i". The two themes are history and risk. History tells us that a popular and enduring technology company never stays on top for very ...
-
Teradata Takes A Byte Out Of Big Data
… Street's estimates by 7% on May 3rd, shares jumped 10% higher. However, J P Morgan's ( JPM ) mea culpa and Cisco ' s ( CSCO ) European worries drove the stock down 18.5% to its low on May 18th. Since then, a move back up to just shy …
-
Intel Appears To Be A Safe Value Bet
… Jin She : In my last article , I illustrated how much Cisco ( CSCO ) is undervalued under my DCF model. I applied the same ..... although to a less significant extent than in the case of Cisco . Street analysts have modest estimates for both revenue …
-
The application delivery controller ((ADC)) market grew 5% Q/Q in seasonally weak Q1, according to Dell'Oro. Especially positive for market leader F5 (FFIV) is Dell O'ro's estimate that sales of ...
… ADCs grew 167% - while F5 sells virtual ADCs , they risk cannibalizing hardware sales. Citrix Systems ( CTXS ) and Cisco ( CSCO ) also participate in the ADC market. ( previous ) Post your comment!
-
Fast-growing enterprise videoconferencing firm Vidyo is set to close a $97M funding round that includes an investment from Juniper (JNPR). Vidyo's solutions, which use a combo of routing technology ...
… which use a combo of routing technology and proprietary software, have been causing headaches for market leaders Cisco ( CSCO ) and Polycom ( PLCM ), each of whom recently reported soft videoconferencing gear sales ( I , II ). Juniper may be …
-
Alcatel-Lucent ([[ALU]] +0.7%) has released its 7950 XRS line, its first products for a lucrative core router market currently dominated by Cisco ( CSCO ) and Juniper (JNPR). The 7950 line offers very ...
… a lucrative core router market currently dominated by Cisco ( CSCO ) and Juniper ( JNPR ). The 7950 line offers very high ..... transmission speeds. Carrier inertia and comfort with Cisco and Juniper's software will be major challenges for …
-
Facebook IPO Not a Flop; Underwriters Priced it Right
… higher than Oracle, Amazon, Qualcomm and Cisco Systems . Given that we’ve yet to see a company ..... participate in IPOs. While we may miss the next Cisco , Intel or Microsoft that is OK by us as ..... far more comfortable owning the current CSCO , INTC or MSFT, all of which sport P …
-
Cisco Is Cheap, But Buyers Will Have To Be Patient
By Shane Blackmon : Cisco Systems ( CSCO ) has been a dog since ..... is up more than 125%. CSCO has been hampered by multiple ..... headwinds that have hurt Cisco ' s share price are weaker ..... government spending on CSCO 's products and the continued …
-
DCF Model Indicates Cisco Is Deeply Undervalued
By Jin She : Cisco Systems Inc . ( CSCO ) shares plunged to ~$16 recently from its 52-week high of ~$21 in April due to the negative outlook. My DCF valuation model …
-
Cisco : A Cheap Stock To Buy Before Coming Turnaround
By Dividend Kings : Cisco (NASDAQ: CSCO ) reported last week relatively solid third-quarter results. The company reported third-quarter per share earnings of $0 …