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CSCO - Cisco Systems Inc - Page 50

post #981 of 1026
Quote:
Originally Posted by StockJock-e View Post

My thinking here is that any weak long would have dumped it by now.

 

The only ones left holding are extremely hedged and prepared to weather any kind of bad number.

 

 


Wait, I was supposed to have done what? 

 

laughing.gif

 

post #982 of 1026

I put my sell order in at $16.24. Anyone think it will go higher today?

post #983 of 1026

A well deserved rally for CSCO.

 

After the beatings it has taken the last few earnings, a +15% move today is a nice break.

 

Unfortunately the only thing this rally does is take the stock back to where it was last week.

post #984 of 1026

Nov $17 covered calls out the door! Bear climate and huge rally...I had to use it to snag some insurance on another persons dime. :)

post #985 of 1026

Boom! My sell order went in today at $16.24.. I'll accept my small victory for a new and better position in a more cheaply priced company.. Unless Cisco falls back down into the $14 range, which I don't see happening again after the new outlook/earnings report.

post #986 of 1026

Still respecting the channel.

 

 

csco.png

post #987 of 1026

Thanks to covered calls and dividend I've trimmed my cost basis to the low $16's...about an 8% reduction in cost basis. 8)

post #988 of 1026
Quote:
Originally Posted by MC View Post

Thanks to covered calls and dividend I've trimmed my cost basis to the low $16's...about an 8% reduction in cost basis. 8)


very nice...grats and continued good fortune....notice i didnt say luck biggrin.gif
post #989 of 1026

Yeah. Using covered calls is a great strategy with CSCO if you're like myself and some of the others who got in the 18s/17s. In my opinion it is pretty much risk free. I mean worst that could really happen is the stock makes an aggressive move up and you're forced to buy back your calls or let them get exercised. There would be even less implications if you already have unrealized gains on the underlying shares.

 

post #990 of 1026
Quote:
Originally Posted by tcpdumped View Post

Yeah. Using covered calls is a great strategy with CSCO if you're like myself and some of the others who got in the 18s/17s. In my opinion it is pretty much risk free. I mean worst that could really happen is the stock makes an aggressive move up and you're forced to buy back your calls or let them get exercised. There would be even less implications if you already have unrealized gains on the underlying shares.

 


Indeed. My current covered call is $17 strike with several months to go. Worst case I'll make a few bucks and my stock will be swept away. I am finding covered calls to be awesome as a value investor buying something in a downtrend. The bear market volatility helps of course with big premiums. :)

 

post #991 of 1026

Cisco Systems, Inc.(NASDAQ:CSCO): Credit Suisse believes Cisco’s gross margins and operating margins will improve near-term as the company benefits from staff reductions and improvement in switching and routing margins. Shares are Outperform rated with a $26 price target.

post #992 of 1026
strong month in progress...strong day and volume and breakout continuation headed into earnings....borson ???


425
post #993 of 1026
Cisco Tops Estimates And Boosts Dividend (CSCO)
3 minutes ago - Financial News Network Online - News Corner via Comtex
2-8-12-Cisco (NASDAQ:CSCO) reported Q2 EPS of $0.47, vs. estimates of $0.43.



Revenues in the quarter came in at $11.53 billion vs. estimates of $11.23 billion.


The company boosted its quarterly cash dividend to $0.08.

The company reported Q2 adjusted gross margin of 62.4%, vs. estimates of 61.8%.

The company typically provides earnings outlooks on its conference call which is scheduled for 4:30 PM EST.

Cisco Systems, Inc. supplies data networking products for the Internet. The Company's Internet Protocol-based networking solutions are installed at corporations, public institutions and telecommunication companies worldwide. The Company's solutions transport data, voice, and video within buildings, across campuses, and around the world.
post #994 of 1026
Cisco Earnings Beat Street's Estimates; Shares Rise



Cisco Systems reported quarterly earnings and revenue that beat analysts' expectations on Wednesday, sending its shares higher in trading after the closing bell.


AP


"It's a journey, but it's a good start," CEO John Chambers told CNBC after the earnings report.

The computer networking giant [CSCO 20.43 0.23 (+1.14%) ] posted fiscal second-quarter earnings excluding items of 47 cents per share, up from 37 cents per share in the year-earlier period.

Revenue was $11.5 billion, a 10-percent increase from $10.41 billion a year ago.

Analysts had expected the company to report earnings excluding items of 43 cents a share on $11.23 billion in revenue.

After the earnings announcement, the company's shares rose 3 percent in extended trading.
post #995 of 1026

Their long-term prospects are less than stellar.  They're having the benefit of being in the midst of a product lifecycle upgrade period, but they've trimmed all the overhead they can and they still aren't turning the corner.  When you put their earnings up against companies like FFIV, RVBD, SWI, etc....they don't look good.  I don't mean on a dollar for dollar angle, I mean in terms of market share and growth.

 

-F5 and A10 have completely eaten their lunch in the coveted traffic management space

-Riverbed and Silver Peak have embarrassed their WAAS/Wave boxes in the WAN optimization arena

-They've rested on their laurels too much in the security space, and now companies like Palo Alto have come out with true next-gen firewalls and are taking a big ole bite out of their ASA market - and will eventually render Cisco an also-ran in the niche.  Their FWSM's never took off the way they hoped, nor their ACE modules. 

-They're even starting to lose share in the core layer space.  They made the mistake of designing their 7000 series Nexus boxes to be end-of-row devices that face the wrong direction, with the end result being that your options were to either take a chainsaw to the sides of them (ala Disney) or else melt your datacenter when you powered them on.  Juniper grabbed a big ole piece of market from them in this arena because engineers either didn't have access to a chainsaw (I'm really not kidding here...) or decided they didn't want to deal with the design nightmares that came with accommodating Cisco.

-Avaya recently purchased a bunch of Nortel's copyrights and divisions and is starting to make a strong push in the Unified Communications space, which bodes ill for Cisco's UCS and VoIP markets

-Barracuda Networks is eating their lunch in the spam/application security space because Cisco hasn't significantly improved the Ironports in forever

-Cisco Prime (aka CiscoWorks) doesn't even begin to compete with Solarwinds, Spice or Zenoss

-And they can't even begin to compete with companies like Top Layer Security in the IPS arena.

 

Their play in the wireless space is still relatively secure, the 3750 is still the access-layer workhorse of most datacenters, and their core and ASR routers are still the brand of choice, but this is a company that's getting attacked from a lot of different sides, has no real answer for any of them, and as time progresses is going to lose a lot of their base market share as CIO's start to listen to their button pushers and stop just buying Cisco because that's just what the CIO has always done.

 

Since this stock never moves all that heavily in any direction, that only makes it an attractive play for long-term investors.  But this company's long-term prospects are anything but secure.  I wouldn't touch it, personally.  John Chambers needs to go, and the company needs to consolidate its offerings and develop more focus on what it's going to be instead of trying to be everything.

post #996 of 1026
thats how the good ones come back


425
post #997 of 1026

Zacks :

 

Cisco Systems’ second quarter 2012 earnings (excluding one-time items and including stock based compensation) beat the Zacks Consensus estimate by 5 cents, or 13.2%. Revenue was more or less in line, beating the consensus by 1.8%.

 

As in the past, estimate revisions were minimal prior to the announcement of earnings, raising the Zacks Consensus estimate for the quarter by a penny, flattish compared to the year-ago quarter and easily exceeded by Cisco.

 

Revenue

 

Revenue of $11.53 billion was up 2.4% sequentially, 10.8% year over year and better than management’s expectations of a 4-6% sequential decline.

post #998 of 1026
Quote:
Originally Posted by kevin1612 View Post

strong month in progress...strong day and volume and breakout continuation headed into earnings....borson ???

off a bit to start day as expected
post #999 of 1026
Quote:
Originally Posted by kevin1612 View Post

thats how the good ones come back
425


Nice chart till you expand it to a 1-year and see that they're dead money over the last year.  The primary reason they fell to 15 whilst every other company in their space was raking in cash still hasn't been changed (John Chambers).  Gotta cut out the core of the cancer before you can truly heal.

 

post #1000 of 1026
hopefuully nobody need to see that long unless they were avging down...been a great play and swing trade since over sold conditions
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