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    1. Cisco: Fall In Stock Price Has Created Great Entry Point For Long-Term Investors

      Headlines

      Thu, 24 May 2012

      By Alex Shadunsky : Cisco ( CSCO ) was on its way to becoming a fairly valued stock before its weak guidance send the stock down. This opportunity is presenting another entry point into the stock for patient, long term investors. Cisco, the company, isn't going anywhere with its wide moat and ...

    2. Alcatel-Lucent Enters the Core

      Commentary

      Thu, 24 May 2012

      difficult to determine just how successful this endeavor will be at this stage, traditional core incumbents Cisco CSCO and Juniper JNPR will certainly be keeping an eye out. Alcatel expects the first XRS products will ship in the third quarter and it

    3. Alcatel-Lucent ([[ALU]] +4.7%), down ~40% since February, outperforms with the help of bullish commentary regarding its 7950 XRS core router line, launched yesterday. Deutsche thinks the products ...

      Headlines

      Wed, 23 May 2012

      and could take 5%-10% of the U.S. core router market simply by leveraging Alcatel's mobile carrier relationships. Goldman thinks the hardware could cause some headaches for Juniper ( JNPR -4.8% ). ( previous ) Post your comment!

    4. 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 ...

      Headlines

      Tue, 22 May 2012

      97M funding round that includes an investment from Juniper ( JNPR ). Vidyo's solutions , which use a combo of routing ..... reported soft videoconferencing gear sales ( I , II ). Juniper may be interested in integrating Vidyo's tech with

    5. 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 ...

      Headlines

      Tue, 22 May 2012

      router market currently dominated by Cisco ( CSCO ) and Juniper ( JNPR ). The 7950 line offers very high densities and runs ..... speeds. Carrier inertia and comfort with Cisco and Juniper 's software will be major challenges for Alcatel

    6. Cisco: A Cheap Stock To Buy Before Coming Turnaround

      Headlines

      Mon, 21 May 2012

      By Dividend Kings : Cisco (NASDAQ: CSCO ) reported last week relatively solid third-quarter results. The company reported third-quarter per share earnings of $0.48, an increase of 21% over the same period last year. This is a penny ahead of Wall Street estimates. Despite these good results, ...

    7. Why Cisco Is Undervalued But We're Steering Clear Of The Shares

      Headlines

      Fri, 18 May 2012

      By Valuentum : As part of our process, we perform a rigorous discounted cash-flow methodology that dives into the true intrinsic worth of companies. In Cisco's ( CSCO ) case, we think the firm is undervalued. But let's talk about why we're not putting our capital to work in the firm. For some ...

    8. Cisco Ready To Leap On ClearAccess Acquisition Now

      Headlines

      Fri, 18 May 2012

      By Ry Frank : Acquiring smaller enterprises to strengthen a company's brand and value in the marketplace always comes with a certain amount of risk - regardless of how desirable a smaller company's products or employee talent seems at the time. Integrating another company's products and introducing

    9. Ethernet Segment Continues to Weigh on Brocade

      Commentary

      Thu, 17 May 2012

      s primary competitors CSCO and Juniper JNPR experienced year-over-year growth ..... of deterioration, and we expect Juniper will typically be viewed as a better ..... environments than Brocade because of Juniper 's deep ties with service providers

    10. After conducting checks, Oppenheimer thinks Radware ([[RDWR]] +6.5%) is in advanced negotiations to license its ADC engine to Juniper ([[ JNPR ]] -0.1%). The firm thinks the deal could be worth about ...

      Headlines

      Wed, 16 May 2012

      conducting checks, Oppenheimer thinks Radware ( RDWR +6.5% ) is in advanced negotiations to license its ADC engine to Juniper ( JNPR -0.1% ). The firm thinks the deal could be worth about $70M - $100M over three to five years, and lead to an

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