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Author Topic:   Cisco Systems (CSCO)
InvestorGuide Daily
Administrator
posted 06-12-2000 06:17 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In a case that offers a rare glimpse into the complicated nature of building the Internet's infrastructure, Cisco is mired in a lawsuit spanning several states that charges the company with activities ranging from the sale of faulty equipment to conflicts of interest. (source: Cnet) http://news.cnet.com/news/0-1004-200-2064184.html

MaxPower
posted 06-09-2000 11:25 AM     Click Here to See the Profile for MaxPower      Reply w/Quote
Interesting comparison of Cisco and Lucent using what is called the Flow Ratio. No surprise here - Cisco kills Lucent when judging based on this metric. But still worth a read:

Cisco vs. Lucent

wassup?
posted 06-05-2000 04:49 PM     Click Here to See the Profile for wassup?      Reply w/Quote
Our friends are at it again:

Cisco Systems, Inc. Monday acquired privately-held HyNEX, Ltd. of Shefayim, Israel for an estimated $127 million in common stock and cash.

The deal has already been approved by both companies' boards. Cisco also said it would take a one-time charge of a penny per share to pay for the deal. However, it did not specify the quarter in which the charge will be reflected.

HyNEX, a subsidiary of Elbit, Ltd. (NASDAQ:ELBTF) is an of intelligent access device developer whose products are used to design ATM networks. The deal marks another move by Cisco (NASDAQ:CSCO) to accelerate its international deployment of voice and video hardware.

BigBurt
posted 05-30-2000 10:21 AM     Click Here to See the Profile for BigBurt      Reply w/Quote
Cisco Systems hit its short-term target of $57 and has since begun to back off. Short-term traders, take your profits before it backs off further. Long-term investors, Cisco is a very strong company suffering from the decline of the tech sector. Hang in there.

Priceline.com is a strong buy with a $67.00 target for the long-term investor.

Motorola has a $129 target for a long-term investment! The stock has dropped roughly 80 points with the market decline.

Chase Manhattan Bank is a strong buy with a $79.00 target. The stock was over $100 a month ago and we should see high $70s short to intermediate term.

Oracle Corporation hit and passed its short-term target of $70.00. It is now dropping, probably from profit taking. Traders, you may want to exit your positions. Investor’s, Oracle is still strong for the long-term haul.

China Resources Development has not performed as based on the new agreement with China. If you bought this stock in hopes of an explosive growth after the ratification of new trade relations, perhaps you should reconsider your position.

[Note: This message has been edited by Mayor of Investorville]

InvestorGuide Daily
Administrator
posted 05-19-2000 06:28 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In brief:
- Intel (INTC) now can claim the title of top dog in the technology world, surpassing Cisco (CSCO) in market capitalization. Both companies are still trail GE by over $100 billion.

InvestorGuide Weekly
Administrator
posted 05-15-2000 12:04 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Shares of Cisco sagged after a story in Barron's accused the Wall Street darling of being "a modern house of cards." (source: BusinessWeek) http://www.businessweek.com/cgi-bin/ebiz/ebiz_frame.pl?url=/ebiz/0005/es0511.htm

InvestorGuide Daily
Administrator
posted 05-12-2000 05:55 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Cisco Systems (CSCO) said it would buy Sweden's Qeyton Systems for about $800 million in stock, the latest of nearly a dozen acquisitions the world's largest maker of computer networking systems has made this year. (source: SJ Mercury Center)
http://www.mercurycenter.com/svtech/news/breaking/merc/docs/002517.htm

Earnings
Administrator
posted 05-09-2000 06:53 PM     Click Here to See the Profile for Earnings      Reply w/Quote
Cisco Systems reported third-quarter operating profits that rose 58% while sales surged 55% as the biggest maker of data networking equipment sold more iternet gear to businesses, telephone and cable companies and internet service providers. (source: MSNBC) http://msnbc.com/news/405471.asp

Company Name (Ticker): reported, expected, same q last year

Cisco Systems (CSCO): $0.14, $0.13, $0.10

InvestorGuide Daily
Administrator
posted 05-09-2000 06:41 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
The SEC is investigating possible insider trading in the stock of ArrowPoint Communications (ARPT) ahead of an announcement Internet equipment provider Cisco Systems (CSCO) would acquire it. (source: CNNfn) http://cnnfn.com/2000/05/09/technology/wires/cisco_sec_wg/

netinvestor
posted 05-08-2000 06:57 PM     Click Here to See the Profile for netinvestor      Reply w/Quote
quote:
Originally posted by InvestorGuide Daily:
Shares of Cisco (CSCO) sagged after a story in Barron's accused the Wall Street darling of being "a modern house of cards." (source: MarketWatch)

Here's the most interesting quote from that article:
If Cisco sold at the multiples of its competitors, investors would be shocked," the article said. "If the market valued $1 of Cisco's earnings the way it values $1 of Nortel's (NT: news, msgs) earnings, at a multiple of 100, Cisco stock would be selling for $35 per share. If it could command Lucent's (LU: news, msgs) multiple of 46, Cisco's share price would be around $16."
That doesn't make them a house of cards, but it does call into question the premium the company is getting for being #1 in the industry.

InvestorGuide Daily
Administrator
posted 05-08-2000 06:23 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Shares of Cisco (CSCO) sagged after a story in Barron's accused the Wall Street darling of being "a modern house of cards." (source: MarketWatch)
http://cbs.marketwatch.com/news/current/csco.htx

InvestorGuide Weekly
Administrator
posted 05-08-2000 12:10 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
In a deal that some believe will signal a new wave of acquisitions at these deflated stock levels, Cisco (CSCO) acquired ArrowPoint Communications (ARPT) for $5.7 billion in stock, a $1 billion premium. (source: Infoworld) http://www.infoworld.com/articles/en/xml/00/05/05/000505encisco.xml

Fortune profiles Cisco (CSCO) CEO John Chambers and the corporate machine he has created. (source: Fortune) http://www.fortune.com/fortune/2000/05/15/cis.html

Top technology companies, including the likes of Cisco (CSCO) and Motorola (MOT), are increasingly battling for market share on the bleeding edge of home networking. But as more and more homes find a need for the technology, the companies will be ready to deliver. (source: Forbes) http://www.forbes.com/tool/html/00/may/0505/feat.htm

dude
posted 05-08-2000 11:03 AM     Click Here to See the Profile for dude      Reply w/Quote
I also don't think Cisco is a house of cards, but it isn't a slam dunk either. The reason they feel compelled to spend $10 billion a year on acquisitions is that there is a real risk of obsolesence if they don't. The problem is that when they demonstrate that they're going to buy any networking startup with impressive technology, they're just asking for more competition... and that's what's happening.

slurm
posted 05-08-2000 10:19 AM     Click Here to See the Profile for slurm      Reply w/Quote
Barron's (or should I say Bear-on's) has been consistently pessimistic about tech stocks over the years, even as they've risen dramatically. I guess some investors don't realize this, and with the earnings numbers coming tomorrow they were easily spooked. I agree with Barron's that Cisco is overpriced now, but I don't agree that it's a 'house of cards'.

Art Vandelay
posted 05-08-2000 10:07 AM     Click Here to See the Profile for Art Vandelay      Reply w/Quote
Any opinions on the negative Barron's article? CSCO's down about 5% this morning.

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