wwwPosted Feb 4th 2008 9:20AM by Paul Foster
Filed under: Cisco Systems (CSCO), Options
Cisco Systems (NYSE: CSCO) is scheduled to report Q2 EPS on February 6.
CSCO closed at $25 Friday.
Alex Brown says: "Current trends solid, guidance is the question, Reit Buy."
CSCO February 25 straddle is priced at $1.85. CSCO March option implied volatility of 37 is above its 26-week average of 33 according to Track Data, suggesting larger movement.
Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com
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Reader Comments (Page 1 of 1)
2-04-2008 @ 10:29AM
Klint Borozan said...
Its interesting that every time Cisco Systems exceeds expectations, the price suffers. The market should have figured out the pattern of behavior: always beat guidance, be conservative/risk minimizer on forward looking statements. Thats how the company operates.
If you are an analyst, the things you need to focus on are as follows:
-Cisco has the most dominant route to market in its space, with the highest ability to execute next generation solutions.
-As access technologies advance in their capabilities to provide V/V/D/ETC. the turn over in infrastructure SYSTEM WIDE, underscoring, system, and its homogenous management and services/implementation requirements plays into the strengths of Cisco and its route to market.
-Cisco has the cash, IPR, and creative design initiatives to lead well beyond what its competitors can deliver into the future. The best example is terabit routing...or the announcement you saw last week for internet caching. It easily threw 500M into a new OS for terabit routing that send a message to the Junipers of the world that keeping us is hard, and most likely you will have to be a fast follower for ideas and deliverables.
Cisco and IBM are the best companies in the tech sector for both management and ability to execute. You should be bullish on the future, and not discount based on conservative guidance.