CSCO: Analysis & Opinions

  1. NetApp Is Probably Cheap, But The Headwinds Aren't Going ...

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 ...
  2. Fear Of Cisco Leads The Market To Abandon Aruba Networks

    May 17, 2013
    The spectre of share loss to Cisco has become real.
  3. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  4. Cisco Comes Through, But Times Are Still Tough

    May 16, 2013
    Cisco comes through with a quarter that should calm tech investors.
  5. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 09, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  6. Check Point Software Could Be A Second-Half Rebounder

    May 06, 2013
    If Check Point can reignite growth, the stock is much too cheap.
  7. Alcatel-Lucent Looking At A Long Road, But Not Starting ...

    April 29, 2013
    Alcatel-Lucent has a long road back, but the IP keeps the company in the game.
  8. Another Revision Doesn't Make It Easier To Like Juniper

    April 24, 2013
    Juniper looks cheap, but it will stay cheap if it can't start beating revenue estimates.
  9. Fortinet Stumbles, Making Tech Investors Very Insecure

    April 11, 2013
    Does Fortinet's warning bode poorly for other IT companies?
  10. F5 Networks Takes Another Whirl In The Tech Spin-Cycle

    April 05, 2013
    F5's guidance adds more fuel to the tech bear bonfire.
  11. Stock Market News for February 15, 2013 - Market News

    February 15, 2013
    Benchmarks finished mixed following weak international economic numbers which eclipsed encouraging reports of major ...
  12. QLogic Leads in Adapter Market - Analyst Blog

    February 14, 2013
    A leading supplier of high-performance network infrastructure solutions, QLogic Corp. (QLGC) continues to dominate ...
  13. Cisco Beats 2Q EPS Estimate - Analyst Blog

    February 14, 2013
    Cisco Systems (CSCO) reported second quarter 2013 earnings of 47 cents share, beating the Zacks Consensus Estimate ...
  14. NetApp Posts Decent 3Q Numbers - Analyst Blog

    February 14, 2013
    NetApp Inc. (NTAP) reported third quarter fiscal 2013 adjusted earnings per share (EPS) of 52 cents, which surpassed ...
  15. Cisco Beats with Record Earnings, Revs - Analyst Blog

    February 13, 2013
    This current earnings season has not been much to write home about for stocks in the Tech sector. But after the bell ...
  16. Riptides At Riverbed Technology

    February 13, 2013
    If Riverbed can produce a double-digit long-term free cash flow growth rate, fair value today is in the high $20s.
  17. F5 Networks Expands in SDN Market - Analyst Blog

    February 12, 2013
    F5 Networks Inc. (FFIV) recently announced the acquisition of a privately-held networking services provider, ...
  18. What's in Store for Cisco in 2Q? - Analyst Blog

    February 11, 2013
    Cisco Systems, Inc. (CSCO) is set to report second quarter 2013 results on Feb 13. Last quarter it posted a 7.32% ...
  19. Teradata Beats Estimates - Analyst Blog

    February 08, 2013
    Teradata Corp's (TDC) fourth-quarter non-GAAP earnings per share increased 19.7% from the year-ago quarter to 79 ...
  20. Oracle Adds Some Surprising Hardware Assets In Acme Packet

    February 06, 2013
    Oracle is looking to acquire session border controller specialist Acme Packet.
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