When a CEO gives a negative outlook on their business moving forward the stock usually drops even when they post good numbers
Only 150 bill market cap with 65 billion overseas for repatriation. If service provider improves next few months this is $40 stock.
$CSCO has to answer to their investors on acquiring Nutanix. Need to act before Oracle steal if from them.
Cisco buys tech IPO candidate AppDynamics for $3.7 billion! Cisco agreed to pay about $26 a share, citing a person familiar with the matter, which was well above the company's original price range of $10 to $12 a share. The acquisition is expected to close in Cisco's third fiscal quarter of 2017.
What Juniper's Results Tell Me About Cisco http://seekingalpha.com/article/4040892-junipers-results-tell-cisco I continue to see CSCO as a solid, albeit conservative, investment option.
Cisco to Hike Dividend Soon Analysts now predict the firm could be planning to hike its dividend higher as soon as this week.
I'm not one of those guys, but I'll suggest that 34.24 will offer obvious resistance; the November 2007 high.
They can easily solve their revenue issue with acquisitions, instead of spending 10 b on buybacks, they could buy 2 to 3 companies.
I think this will tick upward leading to ER. May sell prior to report out, but what’s the expectation from ER performance this Q?
Very bullish on CSCO. Continued transition to SaaS subscription model, higher projections, cloud partnerships with Google and Alibaba...
