Related Blog Posts from the Wikinvest Wire

The action in the stock market continues to amaze. When stocks go up on bad news (like last week’s higher initial claims for jobless benefits and lower-than-expected housing starts), you know you don’t want to be short. Cisco Systems, Inc. (NASDAQ/CSCO) is a component of the Dow Jones Industrial Average, and for such a mature technology stock, [...]

Stocks tend to be most volatile around earnings season, when a good or bad report can make or break it. However, a good or even great earnings report doesn't necessarily translate into a huge pop for a stock. During earnings season, BullMarket.com publishes a comprehensive 25- to 40-page Earnings Preview report for the week ahead each [...]

Stocks tend to be most volatile around earnings season, when a good or bad report can make or break it. However, a good or even great earnings report doesn't necessarily translate into a huge pop for a stock. During earnings season, BullMarket.com publishes a comprehensive 25- to 40-page Earnings Preview report for the week ahead each [...]

Fortinet Inc. (FTNT) reported first-quarter 2013 earnings per share of 7 cents, in line with the Zacks Consensus Estimate. The quarter’s earnings, which exclude the effect of a patent settlement, were 15.1% lower than 8 cents reported in the year-earlier quarter. Revenues Fortinet’s first-quarter revenues of $135.8 million increased 15.8% from $117.2 million in the year-ago quarter [...]

A significant portion of all the great advantages that the world has received through the promise of technology can be credited to the Big 3: Cisco Systems Inc. (CSCO), Intel Corp. (INTC) and Microsoft (MSFT).  Great gratitude should be attributed to these technology titans, because, thanks to them, the world enjoys a functioning Internet and enormous productivity advances.  Once powerful growth stocks, they have all morphed into solid dividend growth investments.  Today,...

It had been a few months since [company id="csco"] acquired anything, so to correct the oversight they kicked off the second quarter by announcing their intention to buy Ubiquisys. The deal will bring key mobile technology aimed at small cell networks into Cisco's portfolio.  While we're not that congested just yet, wireless providers face a steady [...]

Besides findings such as 'Global mobile data traffic grew 70 percent in 2012', the most recent Cisco VNI report (Feb. 6, 2013) contains other interesting material (the picture is a heatmap, showing where and when LTE will be deployed). Mobile data traffic growth in S Korea, China, Japan was ~100% in 2012, versus ~40% for Australia and Italy. Telefonica's and Vodafone's blended growth was ~35%.

With OFC/NFOEC this week, it was perhaps inevitable that we would get a deluge of 100G-related news. Here's a quick rundown of news from all the major players: Teliasonera International Carrier says it has finished upgrading its pan-European backbone to 100G, which alongside their North American deployment gives the company bragging rights to perhaps the widest [...]

Here at StreetAuthority, we've been relentlessly talking about the $1.7 trillion "Dividend Vault," the name we've given to the unprecedented amount of cash that U.S. companies have stockpiled since the Great Recession. This is great news for investors, because we're predicting that a large chunk of that $1.7 trillion will go toward dividends and stock buybacks. [...]

Stocks tend to be most volatile around earnings season, when a good or bad report can make or break it. However, a good or even great earnings report doesn't necessarily translate into a huge pop for a stock. During earnings season, BullMarket.com publishes a comprehensive 25- to 40-page Earnings Preview report for the week ahead each [...]

[company id="csco"] kept up its pace of acquisitions this morning with the announcement of its intent to acquire the Israeli software maker Intucell. Intucell's main product line is software for self-optimizing networks, which enable mobile carriers to 'plan, configure, manage, optimize and heal cellular networks automatically, according to real-time changing network demands'. Sounds like SDN [...]

Cisco Systems Inc. (CSCO) recently completed its acquisition of privately-held Cariden Technologies. The company spent $141 million in cash and retention-based incentives for the acquisition. The deal was announced last month. California-based Cariden Technologies’ traffic management solutions help service providers to optimize the operation of their networks. Its main customers include Verizon Communications Inc. (VZ), Deutsche [...]

Courtesy of Benzinga. Cisco (NASDAQ: CSCO) filing discloses: On December 13, 2012, Gary B. Moore, President and Chief Operating Officer of Cisco Systems, Inc. (“Cisco”), adopted a pre-arranged stock trading plan to sell up to 385,180 shares of Cisco stock acquired upon vesting of restricted stock units. The plan is [...]

In the past four to five years, investors have been more squarely focused on the consumer end of the tech landscape, bidding upshares of Apple (Nasdaq: AAPL), Google (Nasdaq: GOOG), Amazon.com (Nasdaq: AMZN) and others. But on the business end of high-tech, the big winners haven't been such industry leaders. Instead, most gains have come from small, but growing software [...]

We don’t believe that anyone will argue against, or should argue against, the idea that the Internet will continue to grow for many years to come.  Cisco Systems (CSCO) is the world’s largest supplier of high performance Internet networking systems and solutions.  According to research from Standard & Poor’s Corp., Cisco’s product families are comprised of four segments.  Switches represent 32% of fiscal product sales, routers represent 18%, new products (the biggest...

Telefonica's Global Solutions division has selected [company id="csco"] for a next generation backbone upgrade. They'll be basing the new infrastructure on Cisco's CRS-3 router in the core and their ASR 9000 at the edge. Telefonica's network has an extensive presence on the three continents of Europe, North America, and South America, along with footholds in China [...]

Cisco Systems (CSCO) has signed an agreement with Canada’s University of Saskatchewan to set up a Research Chair in Mining Solutions. The Research Chair will primarily support, promote and lead R&D and technical innovation at the university through real time mining-based projects in Canada. Cisco will invest $2.0 million over a decade for the Research Chair. [...]

Cisco Systems Inc. (CSCO) recently announced its plan to buy privately-held Cariden Technologies, Inc. for $141 million in cash. The acquisition is expected to close in the second quarter of 2013, subject to fulfillment of certain customary closing conditions. California-based Cariden Technologies’ traffic management solutions help service providers to optimize the operation of their networks. Its [...]

Investors in Cisco (Nasdaq: CSCO) have endured quite a rollercoaster over the past year. But the company continues making solid moves. It recently announced the acquisition of Cariden networks for $141 million in cash along with employee retention incentives. >> Cisco (Nasdaq:CSCO) Buying its Cloud Presence

Cisco systems, Inc. (NASDAQ:CSCO) a world wide leader in networking, has announced plans to buy Cariden Technologies, a Sunnyvale, California based network planning, design, and traffic management software company for about $141 million in cash. According to Cisco Systems, Inc. (NASDAQ:CSCO), Caridenwill be integrated into Cisco's service provider networking group unit, which provides service optimization to the [...]

It's been a week or two, so it was obviously time for another acquisition by [company id="csco"]. Today they announced their intention to purchase privately held Cariden Technologies.  Cariden joins Cloupia and Meraki on Cisco's November shopping list, and the Christmas season is just getting started. Cariden focuses on the software tools used by carriers and [...]

Thanksgiving may be around the corner, but [company id="csco"] was too hungry to wait, and yesterday announced its intention to buy Meraki. The purchase, which will cost them $1.2B in cash and incentives, is yet another inorganic part of Cisco's cloud strategy. Last week they also made a purchase, buying Cloupia for $125M. Meraki's software enables mid-market [...]

After a fine quarterly earnings report, [company id='csco'] stopped off for dessert in the clouds. They announced this morning their intention to acquire Cloupia, which offers infrastructure management software. Cisco will be integrating Cloupia's platform with its Unified Computing System offerings, helping enterprises and service providers to manage all those virtual resources they're assembling for their [...]

Cisco Systems, Inc. (CSCO) is scheduled to announce its first quarter fiscal 2013 results after the closing bell on November 13, 2012, and we notice a few downward movements in analyst estimates so far. Fourth Quarter Overview Cisco’s fourth quarter 2012 earnings (excluding one-time items and including stock-based compensation) beat the Zacks Consensus Estimate by 3 cents [...]

Yesterday I noticed an article at Seeking Alpha about a stock that we have owned for clients for many years.

Wall Street likes simple stories. If you can't fit an idea into an elevator pitch, it gets glossed over or distilled down into a one-liner. Popular use of the price-to-earnings ratio (P/E) for valuation is a good example of this. >> The Illusion of a Cheap Market

A quick look at some vendor news lately, with items from ADVA, Cisco, and Juniper: [company id="adv"] won a research and education network deal in Eastern Europe this morning. Poland's PIONIER is using its gear to bring ROADM technology to its 6,500 km. PIONIER serves five supercomputing centers in Poland and 21 academic MANs as well [...]

David Ward, Cisco Systems’s Service Provider Chief Architect and CTO, presented at Deutsche Bank's conference earlier today. Cisco Systems has unveiled a variety of new products; including a new cloud firewall. Deutsche Bank has a report  on some of the latest developments. They note that leveraging SDN solutions for telco services monetization and agility A key insight from the Cisco [...]

Recently, Cisco Systems Inc. (CSCO), the leading provider of IP-based networking and other products, reported its fourth quarter results and announced its decision to raise the quarterly dividend by 6 cents to 14 cents per share. The increased dividend will be paid from fiscal year 2013. The 75% increase in dividend is encouraging and should support [...]

(Reuters) - Shares of Cisco Systems Inc jumped 9 percent on Thursday as a dividend hike and share buyback plan overshadowed comments that business conditions in Europe would not improve anytime soon for the network equipment maker. Cisco joins a league of technology companies such as Apple Inc, Intel Corp, Dell Inc and Hewlett Packard Co [...]

The opinions expressed in this commentary are solely those of Paul R. La Monica. Other than Time Warner, the parent of CNNMoney, and Abbott Laboratories, La Monica does not own positions in any individual stocks. Who needs to own a boring U.S. Treasury bond when you can buy an exciting tech stock and get a similar [...]

By EconMatters, Wed. August 15, 2012 Cisco Well, miracles do still happen, that dog of a stock for the last (too long to count) actually beat for the quarter, yes I am talking about Cisco. Cisco quarterly reports often send the market down 200 points; they have woefully underperformed the market by a large margin. Not only did Cisco have a good quarter in this environment, but they raised their dividend by 75%. Can you say short squeeze tomorrow? If all goes well in the conference call...

Networking equipment giant [company id="csco"] cruised through its fiscal fourth quarter according to the company's release this afternoon. Revenues of $11.7B and non-GAAP earnings per share of $0.47 were each one notch above analyst expectations. Guidance for their fiscal Q1 wasup although still fairly tame, but the market was just happy to have the good [...]

by Ramu Iyer Cisco Systems (CSCO) has announced the completion of its acquisition of NDS Group for $5 billion shortly after receiving the approval of antitrust regulators in Europe. The acquisition of the UK-based company gives Cisco the chance to use its large overseas cash holding without having to worry about taxes in the US. It [...]

By Charles Rotblut Cisco Systems’ (CSCO) low valuation, balance sheet strength, revenue and earnings growth, and positive free cash flow caused it to appear on my personal stock screen. Based on these measures, the stock looks attractive, but there are risks.  This week I’m going to walk you through my analysis, explaining both what is positive about the stock and what worries me. The purpose is to show you why a low valuation does not automatically make a stock a bargain....

A quick look at some interesting items in the past 24 hours from Cisco, Surf, and Birch: [company id="csco"] said yesterday that it intends to cut 2% of its workforce, or 1,300 jobs. The company is continuing to restructure, although with less urgency than last year, and is faced with a macroeconomic environment that is slowing [...]

Here's a quick catchup on some new from the vendors this week: Overture Networks picked up a nice Ethernet win over in Europe. ICOM Networks A/S is deploying their EoC gear to bring bandwidth to municipal and enterprise customers across Denmark's five national regions. ICOM's coverage will be expanded to more than 10% of the countries [...]

  Cisco Systems, Inc. (NASDAQ:CSCO)  had 'forced' its cloud service called 'Cisco Connect Cloud' on the users of its LinkSys devices, earlier this week. The update was of a essential, and the customer had to download and install it, or else be stuck with a non-functioning device. The troubles with this default update were: After installing the automatic firmware  update, [...]

When Cisco Systems, Inc. (NASDAQ:CSCO) upgraded the firmware on some of its Linksys routers to make them, and the networks they run on, manageable through a cloud-based tool, the accompanying Terms of Service were certainly not the usual Yada Yada, to borrow a term from Google Inc (NASDAQ:GOOG)! Vigilant users, who surprisingly took the pains to read it through, [...]

Back on May 9, Internet bellwether Cisco Systems Inc. (Nasdaq: CSCO) warned investors of a weaker-than-expected outlook for the current quarter - thanks to what CEO John Chambers described as a "cautious" spending environment for networking gear. Cisco's shares were trashed - as were many other tech-sector stocks. So I was more than a little surprised when Cisco later announced that a new company study says that Web traffic will quadruple in the next four years. That's ...

Dow 30 component Cisco Systems (CSCO) has fallen into difficult times. Its stock price is currently 20% of where it was decade ago, and the company overall has the look of being old and tired. But at its current price, there may be room for "bottom fishing." I am going to take a look at [...]

In the late 1990s, networking giant Cisco Systems (Nasdaq: CSCO) and the company's CEO, John Chambers, became famous for consistently beating Wall Street's earnings expectations and seeing a big one-day pop after each quarterly earnings release. The strong momentum in Cisco's business in the late 1990s was one reason for the firm's consistency. But many investors [...]

Cisco Systems, Inc. (NASDAQ:CSCO) just released their annual Visual Networking Index (VNI). This report of predictions will help provide insight as to what we can expect in the near future regarding technology. Their recent findings indicate that there will be a huge rise in data traffic. This growth will expand from 369 Exabytes of IP traffic from all over the world [...]

Networking giant [company id="csco"] issued its sixth annual Visual Networking Index forecast this morning, and as usual the numbers were big. Really big. Zettabyte-big, meaning that the internet will carry 1.3ZB in 2016. But as big as these numbers are, the media does tend to get carried away.  There is nothing particularly new here as this [...]

What to make of the scary statistics put out by Infonetics Research last week? According to the outfit's Optical Network Hardware report, spending on optical gear dropped 23% globally over the fourth quarter, mainly outside North America.  Meanwhile, year over year European spending on WDM fell even faster than on legacy SDH. Yikes, so that's [...]

The tech stock rally reflected in the Nasdaq had persisted until last week – but has largely faded. Money Morning Chief Investment Strategist Keith Fitz-Gerald joined Fox Business’ "Varney & Co." to explain what's going on. Watch this clip to see what Fitz-Gerald tells investors about tech stocks – with a special look at Cisco [...]

If you buy stocks at the wrong time, you’re going to lose money. It doesn’t matter if you’re a long-term value investor or a short-term trader. When you’re dealing in stocks, timing isn’t everything — it’s the only thing. As I was sorting through the mailbag this weekend, I found that many of your questions were about [...]

The internet can be a crazy place when governments get involved, whether large or small, friend or foe: Now That's Some Serious Anchor Bandwidth -- Sometimes the way governments spend money is just mind-boggling. ArsTechnica reports that there are now rural libraries across West Virginia with one computer connected to the internet via a Cisco 3945 series [...]

The tech stock rally reflected in the Nasdaq had persisted until last week – but has largely faded. Money Morning Chief Investment Strategist Keith Fitz-Gerald joined Fox Business’ "Varney & Co." to explain what's going on. Watch this clip to see what Fitz-Gerald tells investors about tech stocks – with a special look at Cisco [...]

Cisco Systems, Inc. (NASDAQ:CSCO) CEO John Chambers spoke with FOX Business Network’s (FBN) Liz Claman about Cisco’s third quarter earnings and what’s driving lower guidance. Chambers discussed what issues lie ahead in the future saying, “The first and most major is uncertainty in Europe” and “the second part is uncertainty on CEOs, not in the mid-size [...]