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PhotonGolf
PhotonGolf
12/4/2012 | 10:27:10 PM
re: Cisco Tops Expectations

History shows that the best time to jump back in after a bear market is the quarter where the earnings are the worst. I think lots of people are playing that game. Of course, no one can tell if this is it!

- P
dwdm2
dwdm2
12/4/2012 | 10:27:10 PM
re: Cisco Tops Expectations
Have we seen the true bottom? The stocks are higher today in general. Here is an excerpt : "Technology stocks surged Wednesday as upbeat earnings news from bellwether Cisco Systems gave investors the excuse they needed to hunt for bargains amid the beleaguered tech sector." from nasdaq story

http://www.nasdaq.com/asp/quot...

Cheers
BobbyMax
BobbyMax
12/4/2012 | 10:27:07 PM
re: Cisco Tops Expectations
Cisco does not meet shareholders expectations. Millions of people have lost money because of the sharp decline of the Cisco stock prices.

The company keeps changing its business focus from optical networking to storage systems. There are about 70 start-ups in the storage businees. It is very hard to conceive that this would succeed in this business.

A lot of seasoned executives have left Cisco and the company has promoted executives with lesser experience.

Cisco stock prices are going to rise because of the optimism expressed by Cisco. This tactics is not likely to work.

The headcount is still very high. It still has to show that it can surive on its own without acquiring hundreds of companies.
cisco_deepthroat_speaks
cisco_deepthroat_speaks
12/4/2012 | 10:27:02 PM
re: Cisco Tops Expectations
bulls are making a push, but what's behind it once the cisco news passes? who's going to support this rally next? the bears likely will have more economic data as well as more political issues (terrorism) to once again get the upper hand and bring the markets back down. let alone, the worries of higher interest rates should start in a month or two.
AAL6
AAL6
12/4/2012 | 10:27:01 PM
re: Cisco Tops Expectations
I would disagree with "A lot of seasoned executives have left Cisco and the company has promoted executives with lesser experience" - most of those executives were "good" in extremely good times and used their minions to push hard on engineers who willingly slaved their lives (greed had a lot to do with it too). Some of them came from acquired start-up and had lost their compass in the big company, some were there from the begining but had no clue what to do when the bad times came (remember KJK and his likes?).
Now is the time when company needs people who will stand on the deck and help weather the storm. Those are mostly "less experienced" managers whis are still there as their stock options are worth nothing and their only chance (greed again) is to help the company to become (really) profitable again. Others have left the building last year.
netgenius
netgenius
12/4/2012 | 10:26:54 PM
re: Cisco Tops Expectations
What are the "plethora of special charges" that are not talked about here? Maybe there is a real story under the "plethora" of wishy washy wording.

(http://www.sec.gov/investor/pu... ).
xoip
xoip
12/4/2012 | 10:26:51 PM
re: Cisco Tops Expectations
This must be good for Pluris, Procket and Caspian-particularly for ones who just had a RIF.
XoIP
deepciscothroat
deepciscothroat
12/4/2012 | 10:26:44 PM
re: Cisco Tops Expectations
1. Management team are all now Mario cronies or GMs that go home at 5
2. No new growth markets
3. Losses to carriers still not on books. What about the lending bloodbath at Sigma Networks
4. Low-end enterprise is going to Dell and Netgear
5. No successor to Chamber
6. Big losses in Cable sector and nothing happening in Wireless
7 EPS is toast at 8BN share float
8. All of the BD shop invested personally and made money at the start-ups Cisco acquired...their Enron story is still to come out
9. Chambers will have to pay off the class action suits for the 30%-50% guidance he was giving until a quarter ago
10. Morale sucks



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