"We live in a networked world. And much of the backbone of that wired and increasingly wireless data/voice/video network is built on equipment produced by Cisco Systems (CSCO)," says Stephen Leeb.

The editor of Leeb's Income Performance Letter explains, "A colossus of the technology sector, it's the market leader in each of its business segments, including area networks, routing, switching, wireless LANs, web conferencing and digital video.

Continue reading Cisco Systems (CSCO): A 'Colossus' in Technology

Cisco Systems (CSCO): A 'Colossus' in Technology originally appeared on BloggingStocks on Thu, 17 Mar 2011 10:00:00 EST. Please see our terms for use of feeds.

Every time a CEO utters the word challenging you can hear the stampede of investors to the exit. You would think that corporate management would have learned to use some other word to describe the the times ahead.

Many a CEO has unwittingly cost his company billions in stock value while speaking at an earnings conference by stating that the business outlook was going to be challenging. If they put the word very in front of the word challenging, then still more value will be lost, at least in the short run.

Continue reading Chasing Value: 'Challenging' Is Expensive

Chasing Value: 'Challenging' Is Expensive originally appeared on BloggingStocks on Wed, 20 Oct 2010 11:00:00 EST. Please see our terms for use of feeds.

Continue reading Cisco Easily Outpaces Analyst Estimates

Cisco Easily Outpaces Analyst Estimates originally appeared on BloggingStocks on Wed, 12 May 2010 18:30:00 EST. Please see our terms for use of feeds.

Continue reading Closing Bell: The dollar yo-yo (CSCO, NBG, XLNX, TLB, MCD, MMM)

Closing Bell: The dollar yo-yo (CSCO, NBG, XLNX, TLB, MCD, MMM) originally appeared on BloggingStocks on Tue, 08 Dec 2009 16:00:00 EST. Please see our terms for use of feeds.

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TheStreet.com's Jim Cramer says Cisco's earnings are supposed to be spectacular. If they're not, you can expect a quick sell-off.

I do not envy John Chambers. He's given out tons of interviews in the past few weeks on all sorts of big-think business topics. He has seen his stock go from being liked to almost universally loved by the analyst community. Numbers have been raised, target prices bumped, recommendations turned even more bullish than in past quarters.

And tonight when Cisco Systems (NASDAQ: CSCO) (Cramer's Take) reports, Chambers has to live up to that billing.

Is he being set up to fail? I like Cisco very much, and have ever since it became clear to me that the Mobile Internet Tsunami is going to be the biggest trend since the Net itself and the personal computer beforehand. Cisco's got its tentacles in every single part of the enterprise.

Continue reading Cramer on BloggingStocks: Cisco's tough sell

Cramer on BloggingStocks: Cisco's tough sell originally appeared on BloggingStocks on Wed, 05 Aug 2009 09:30:00 EST. Please see our terms for use of feeds.

Cisco (NASDAQ: CSCO) reported Q3 stats after the bell on Wednesday. How did the tech company that runs with the likes of Hewlett-Packard (NYSE: HPQ), Juniper Networks (NASDAQ: JNPR), and Alcatel-Lucent (NYSE: ALU) fare? Very well, thank you.

Well, let me clarify that. Cisco saw a lot of declines in its numbers, but we all know what the most important thing to investors is: beating the Wall Street analysts. In this regard, Cisco's management did just fine. As I observed in my earnings preview piece, the call was for Cisco to do somewhere around 25 cents per share. Well, the company bested that figure by an awesome nickel on an adjusted basis.

Continue reading Cisco beats the analysts -- is this tech stock a recovery play?

Cisco beats the analysts -- is this tech stock a recovery play? originally appeared on BloggingStocks on Thu, 07 May 2009 08:45:00 EST. Please see our terms for use of feeds.

Cisco CEO Chambers comments seen easing technology sector originally appeared on BloggingStocks on Wed, 05 Mar 2008 10:10:00 EST. Please see our terms for use of feeds.

Cisco (NASDAQ: CSCO) believes so strongly in its plans to continue to sell routers and video technology that it would not change its strategy, even in a recession. The company plans to take the long view and believes that sticking to its programs will produce the best results over the next five years.

It is nice to know that someone in corporate America thinks enough of their business not to change it every quarter. "I don't make any decisions on the next quarter or the next year. I make my decisions three to five years out so I do not adjust my strategy based on what spending's going to be next quarter or three quarters. I make my decisions on three to five years," John Chambers, the company's CEO told Reuters.

Cisco's success will thus rise and fall on the growth of broadband and video use by companies and consumers. It is not an entirely safe bet. Cable companies are seeing some moderation in growth rates. It is not clear the dozens of new video technologies will catch on.

Web traffic is likely to keep growing, which will help Cisco's core router business, but it would not be surprising if a global economic slowdown hit communications capital spending hard. Then the question is whether Cisco is willing to face some very hard quarters or will it cut costs like most companies do

Douglas A. McIntyre is an editor at 247wallst.com.

Chief says Cisco will push plans, even in recession originally appeared on BloggingStocks on Tue, 08 Jan 2008 09:33:00 EST. Please see our terms for use of feeds.

Cisco CEO John Chambers announces management changes originally appeared on BloggingStocks on Fri, 21 Dec 2007 13:44:00 EST. Please see our terms for use of feeds.

Continue reading Cramer on BloggingStocks: Keep a close eye on tech

Cramer on BloggingStocks: Keep a close eye on tech originally appeared on BloggingStocks on Fri, 09 Nov 2007 09:05:00 EST. Please see our terms for use of feeds.

Cisco Systems (NASDAQ: CSCO) comes in and reports a very, very nice quarter. Superb year-over-year growth in earnings and revenues. For a company approaching $40 billion of revenues, any kind of growth higher than 10% is just awesome. Cisco is forecasting growth better than 15% going forward. Yet, this technology leader has been the catalyst for today's massive sell-off, primarily in NASDAQ stocks. So, what happened?

Cisco CEO John Chambers, also known as the cheerleader-in-charge, said on the earnings conference call that financial institutions were slowing down with their respective IT spending. Cisco is big enough and diverse enough not to let that fact upset its future outlook. Cisco is not dependent on any one geography or sector to make or break its numbers. The message however, was daunting to the other technology names.

For the first time this year, we are witnessing the sell-off of the real winners of the year. The revenue and earnings growth for Apple (NASDAQ: AAPL), Research in Motion (NASDAQ: RIMM), Google (NASDAQ: GOOG), and Intutive Surgical (NASDAQ: ISRG) have been beyond any analysts' expectations. But even the secondary performers like Oracle (NASDAQ: ORCL), Hewlett-Packard (NYSE: HPQ), Cisco itself, and Microsoft (NASDAQ: MSFT) are also coming down today. Technology has been the safe place to hide this year, as these giants sell globally and were the benefactors of a weak dollar and global growth.

Gallery: NASDAQ's 2007 Leaders

Continue reading Cisco tipped the Nasdaq's scale

Cisco tipped the Nasdaq's scale originally appeared on BloggingStocks on Thu, 08 Nov 2007 17:07:00 EST. Please see our terms for use of feeds.

Technology powerhouse Cisco Systems (NASDAQ: CSCO) announced the acquisition of private company Cognio. The financial terms were not disclosed as is Cisco's nature to when acquiring private companies. Obviously, it must reveal purchase price and terms if it acquires a public company, as it recently had with WebEx. Cisco paid over $3 billion for WebEx. Cognio adds to Cisco's portfolio in the wireless technology sector.

Cisco Systems is the expert in integrating acquisitions into its ever-growing tent. To date, it has acquired over 130 companies since 1993. Cisco has re-defined the world of research and development (R&D), as while it has been the master of development, it hasn't bothered too much with the research side of the tandem. Cisco's strength lies in integrating a newly acquired entity very quickly and very seamlessly into its own operations. From where every one sits in the headquarter building to the finite points of its 401k plan, Cisco has an internal team that jumps into action the moment its CEO blesses and signs on the bottom line.

Cisco has made some brilliant acquisitions in the past such as Scientific Atlanta and WebEx, as well as some duds. The beauty of Cisco's strategy is to recognize mistakes quickly, correct them and march on. Nurturing a bad acquisition is not in its make up. Cisco will eliminate non-cooperating staff with lightning speed while retaining the valuable technology of the acquired.

Continue reading Cisco Systems (CSCO) acquires Cognio -- wireless network technology

Cisco Systems (CSCO) acquires Cognio -- wireless network technology originally appeared on BloggingStocks on Tue, 18 Sep 2007 13:28:00 EST. Please see our terms for use of feeds.

Another excellent quarter for Cisco (CSCO) originally appeared on BloggingStocks on Wed, 08 Aug 2007 08:00:00 EST. Please see our terms for use of feeds.

Cisco Systems (CSCO) comes in a penny above estimates originally appeared on BloggingStocks on Tue, 07 Aug 2007 16:25:00 EST. Please see our terms for use of feeds.

In a presentation at the ITU Telecom World Conference, Cisco Systems, Inc. (NASDAQ:CSCO) CEO John Chambers, talked about his vision of the future. As should be no surprise, expect huge amounts of Internet traffic (this is according to a piece from CNET's News.com).

How much? Well, by 2015, he thinks monthly rates will be 15 exabytes: or, to translate, at 15 billion gigabytes.

And we can blame YouTube for this. After all, to play video on the web requires a lot of bandwidth. Furthermore, with the acquisition from Google Inc. (NASDAQ:GOOG), many companies will think online video is no fad and will begin to push aggressively into this category.

According to Chambers, the possibilities are seemingly endless. One example: tele-medicine. Hey, isn't healthcare a multi-trillion dollar business? But, of course, it's all good news for Cisco, which has the necessary infrastructure to make this happen.

Tom Taulli is the author of various books, including the Complete M&A Handbook and operates DealProfiles.com.

Cisco CEO: YouTube Is the Business of the Future originally appeared on BloggingStocks on Mon, 04 Dec 2006 17:58:00 EST. Please see our terms for use of feeds.