Cisco (CSCO)

Cisco (CSCO)

Postby kennynah » Wed Jul 23, 2008 8:49 pm

Cisco Systems agrees to buy Pure Networks - Quick Facts
7/23/2008 8:41 AM ET


(RTTNews) - Wednesday, Cisco Systems, Inc. (CSCO: News, Chart, Quote ) announced its plan to buy privately held Pure Networks, a Seattle-based home networking-management software and tools provider.

Under the terms of the agreement, Cisco will pay approximately $120 million in exchange for all shares of Pure Networks. The acquisition of Pure Networks is subject to various standard closing conditions and is expected to be complete in Cisco's first quarter of fiscal year 2009. Upon the close of the acquisition, Pure Networks be integrated into Linksys, led by Mike Pocock, Linksys senior vice president and general manager.
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Re: Cisco CSCO

Postby iam802 » Fri Sep 19, 2008 11:41 pm

Cisco to buy Jabber

http://www.marketwatch.com/news/story/c ... &dist=hpts

SAN FRANCISCO (MarketWatch) -- Cisco Systems Inc. said Friday that it has signed a deal to buy Jabber Inc., an instant messaging software company, in a move highlighting the tech giant's bid to expand its business communications portfolio.
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Re: Cisco CSCO

Postby millionairemind » Thu Nov 06, 2008 6:39 pm

This feels like 2001 all over again.. when Chambers keeps saying he cannot see earnings visibility..:(

Cisco Drops After Chambers Sees First Sales Decline in 5 Years
By Vivek Shankar

Nov. 6 (Bloomberg) -- Cisco Systems Inc., the top maker of networking equipment, fell as much as 8 percent in late trading after Chief Executive Officer John Chambers forecast the first revenue decline in five years because of the financial crisis.

Sales will drop as much as 10 percent in the second quarter, which ends in January, Chambers said yesterday on a conference call. In August, he predicted a gain of 8.5 percent from a year earlier.

Business changed course after the credit crunch hit, pushing October orders down 9 percent, Chambers said, adding that his comfort level with the forecast was the lowest since the dot-com bust in 2000. Chambers plans to save $1 billion in costs over the next three quarters by curbing hiring, business travel and relocations.
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Re: Cisco CSCO

Postby iam802 » Thu Jan 08, 2009 1:03 pm

A very quiet launch for Cisco EOS, a product offering that is targetted at Media firms. This to me is a move away from selling appliances.

They are trying to provide a service, together with the appliance; an alternative to YouTube... maybe head to head against Apple etc.

http://tinyurl.com/6uh3vp


Cisco Intensifies Wooing of Entertainment Firms
Consumer Electronics Show Is Forum to Sell Service for Social Networks and Company's First Home Audio System

By BOBBY WHITE

Cisco Systems Inc., stepping up its effort to court media and entertainment companies, is using the Consumer Electronics Show to deliver a high-profile service to manage social networks and to show off its first home audio system.

Plans to develop Cisco's EOS offering, for entertainment operating system, were first discussed at CES a year ago. At this year's show, Cisco is expected to announce the availability of the underlying software and service, which are designed to help media companies to build online communities.


Cisco is introducing a wireless, multiroom audio system at the Consumer Electronics Show.
The company, known mainly for networking hardware, plans to manage EOS on its own server systems, charging companies a monthly fee and allowing them to avoid installing and managing the software. Executives at Cisco, which is based in San Jose, Calif., said the service will be particularly suited to manage social networks for consumers who favor certain musicians and watch certain television shows. It can monitor consumers as they interact in the online communities and with media, with the goal of eventually offering recommendations for other content and services, the company said.

Dan Scheinman, who heads Cisco's Media Solutions Group, said media companies are having a tough time developing business models that take advantage of the growing number of fans on the Internet. "If you're a music label or movie studio, how do you manage online content for 300 artists or 50 new movie releases?" he said.

Besides disclosing new details of EOS at this week's CES in Las Vegas, Cisco plans to disclose it has signed up Warner Music Group Corp. as its first user. Michael Nash, Warner's executive vice president for digital strategy and business development, said the increasing impact of technology on his company made it important to find an expert partner like Cisco to deal with the changes.

"Music companies aren't tech companies, although we depend on tech innovation for the evolution of our business," Mr. Nash said.

In addition to developing online communities for musicians, the two companies plan to work on a variety of other services and products, Mr. Nash said.

Meanwhile, Cisco's Linksys unit, known mainly for networking gear used by homes and small businesses, at CES will announce plans to move into audio. The company is introducing a multicomponent system that it designed to send music over wireless networking connections to speakers in multiple rooms, a category already served by companies such as Sonos Inc.

Users of Cisco's Wireless Home Audio system can send different music selections to separate rooms, including music drawn from Apple Inc.'s iPod devices, Cisco said. A bundle of products designed to serve two rooms starts at $999.

Cisco also plans to disclose a Linksys product called the Media Hub. The system will allow consumers to access content remotely using a Web browser, Cisco said. The product line starts at $299 for a model with a disk drive with 500 gigabytes of data-storage capacity.

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Re: Cisco CSCO

Postby blid2def » Thu Jan 08, 2009 1:07 pm

Lots of airy fairy talk but at the end of it, I still don't know what the service offering is all about. Hahaha...

Okay, I can identify with the products in the last 3 paragraphs though.
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Re: Cisco (CSCO)

Postby iam802 » Thu Jan 08, 2009 1:31 pm

They are launching it very quietly and details are sketchy... because working with media companies is a pain.

Media folks are still trying to find a way out of their old business model (still hanging on to it).
- Or maybe they aren't looking to find a way out. Just rot and let the next CEO take care of it.
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Re: Cisco (CSCO)

Postby iam802 » Tue Jan 20, 2009 10:53 am

Cisco to sell servers with virtualization: report

http://www.reuters.com/article/technolo ... A020090120

NEW YORK (Reuters) - Cisco Systems Inc plans to start selling servers equipped with virtualization software as early as March, The New York Times reported on Monday, a move that could position it for tough competition with Hewlett-Packard Co and IBM.

The report, citing people with knowledge of the company's plans, said Cisco aims to sell a server combining hardware and virtualization software from Cisco and VMWare Inc, in which Cisco holds a small stake.

Cisco's move into the server market has long been a target of speculation, with technology websites over the past few months calling it by the code name "California."

Company officials were not immediately available for comment.

Analysts have said a new server product is likely to be aimed at data centers, which Cisco has identified as a key growth area as an explosion of consumer-generated content and a shift to Web-based software in business operations has meant increasing data traffic.

But analysts have also said it could be a difficult move, noting that it would turn IBM and HP, with whom Cisco partners in selling its other network equipment, into rivals.

Cisco, the world's biggest network equipment maker, has been expanding into a wider range of products and services, as growth slows in its traditional routers and switches business.

Its expansion into unified communications systems, which tie together e-mail, phones and other tools over Internet networks, has already led to greater competition with another partner, Microsoft Corp.

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Re: Cisco (CSCO)

Postby iam802 » Fri Feb 13, 2009 1:18 pm

Notes for future reference

============

Cisco Top 5 Opportunities

http://www.businessweek.com/the_thread/ ... op+stories


...................

We are prioritizing our top five opportunities for the entire company and making sure that they are properly resourced.

These top five priority opportunities are next generation company and next generation customer relationships or what we call internally Cisco 3.0.

Second, collaboration/Web 2.0.

Third, video and visual networking.

Fourth, data center and virtualization.

Fifth, globalization.

...............
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Re: Cisco (CSCO)

Postby iam802 » Tue Mar 17, 2009 12:05 am

This is going to be interesting. Stepping into their partner's turf.

Isn't this a channel conflict?


=====
Cisco to sell servers for data centers

http://www.reuters.com/article/ousiv/id ... 8A20090316

NEW YORK (Reuters) - Cisco Systems Inc (CSCO.O) said on Monday it will sell computer servers targeted at data centers, a move that pits it against partners such as IBM (IBM.N) and Hewlett-Packard Co (HPQ.N).

The network equipment maker introduced the Unified Computing System, designed to incorporate computing, storage and virtualization technologies, including those developed by EMC Corp (EMC.N) and VMware Inc (VMW.N).

Owners of the new system can cut capital expenditures by 20 percent and operational expenses by 30 percent, according to Cisco.

Led by Chief Executive John Chambers, Cisco has been diversifying from its traditional router and storage business to a larger set of products, including video conferencing systems and software.

The company's expansion into the server market is seen as a direct challenge to IBM and HP, which, as its vendor partners, have helped to sell Cisco's network equipment to mutual customers.

Besides EMC and VMware, other Cisco partners for its new data center strategy include Intel Corp (INTC.O), Microsoft Corp (MSFT.O), BMC Software Inc (BMC.N) and Accenture Ltd (ACN.N)
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Re: Cisco (CSCO)

Postby iam802 » Mon Apr 13, 2009 12:22 pm

For Cisco, It's Back to Tech's Future

http://online.barrons.com/article_print ... 09951.html

By TIERNAN RAY
Cisco is a steal at this price.

CISCO SYSTEMS, LONG A FAVORITE AMONG GROWTH investors, is now better known as a value stock. At $17.82 apiece, there is still abundant value in its shares, which could trade up to 26-27.

Cisco did most of its growing in the early 1990s by selling routers and switches, which connect personal computers in offices by directing the flow of data packets. It got even bigger in the late '90s as the Internet went mainstream. Now Cisco (ticker: CSCO) is moving well beyond its networking roots with its $590 million all-stock purchase last month of consumer-video-camera maker Pure Digital. Since 2007, Pure Digital has sold two million Flip Video cameras, praised for their compactness and simplicity.

The payoff for Cisco is uncertain. But if history is a guide, buying shares at 16.7 times the next four quarters' estimated earnings, just above the price/earnings multiple of the Standard & Poor's 500, will pay off for investors.

Cisco is cheap by other measures, too. It had $4 billion in cash and $25 billion in investments at the end of the January quarter, against $6 billion in debt. Thus, it trades for about 4.6 times the cash on its books, a steal compared to tech stalwarts Microsoft (MSFT), at 9.6 times, or Intel (INTC), at 9 times.

"We still see significant upside for the stock as [information-technology] budgets recover," says Brian Nelson, who helps run the $3.8 billion Charter Fund on behalf of Invesco Aim. The firm increased its stake by more than 50% in December, adding 25 million shares, according to regulatory filings.

In recent years, as Cisco's growth slowed, investors viewed the stock as an outperformer in bear markets. Now, however, there are signs that business is stabilizing in the traditional networking market. As the tech sector rebounds, a giant with deep resources -- and Cisco is that -- may be one of the best horses on which to bet.

THAT SAID, WALL STREET IS CONCERNED these days by the Pure Digital purchase and by a March 16 announcement that the company will start selling servers this year in competition with Hewlett-Packard (HPQ) and IBM (IBM), which resell Cisco routers and switches.

At first blush, both initiatives offer growth at the expense of profit. Cisco's gross profit was 64.5% of sales last year; servers have gross profit margins of only 20%, and the margin on consumer gadgets is even less. Moreover, Cisco stands to lose an estimated $2 billion annually in router sales through partners HP and IBM, analysts estimate.

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Chipper: A huge Thursday rally in semiconductor related stocks like Applied Materials lifted the Nasdaq Index to 1656, up 1.9% for the holiday-shortened week.


Upon reflection, however, both deals make good sense. By diversifying beyond routers and switches, Cisco is going where corporate computing is headed. It can't just sell routers and switches anymore; it must provide the network that's inside server computers.

As for Pure Digital, Cisco bought the company not just for the Flip Video device, but to gain access to Pure Digital's design and marketing talent at a time when the technology business increasingly is driven by consumers.

"It is really all about creating fantastic consumer experiences, with easy-to-use software, and that is what Pure Digital has done," Charles Carmel, Cisco's vice president of corporate development, says.

Adds Invesco Aim's Nelson: "We are inclined to give Cisco the benefit of the doubt" that it can make the deal worthwhile.

Wall Street is beginning to catch up with developments at San Jose, Calif.-based Cisco. In a note dated April 5, Goldman Sachs analyst Simona Jankowski argued consensus revenue estimates are too low for this year and next. Jankowski believes Cisco is taking share from, among others, Nortel Networks (NT) and HP. Cisco's sales probably will trough in the quarter ending July, she writes.

Selling servers and digital-video gadgets represents the biggest departure from business as usual in Cisco's 25-year history. There is reason to think these initiatives will pay off, transforming Cisco into a growth company -- and growth stock -- again.

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