6:11am ET
Technology
Cisco’s (CSCO) Consumer Push Costs It
The sound out of Cisco (CSCO) has been so fine for so long that its was an assault to hear that the company would have a drop in revenue in the current…
CSCO Coverage Page 110
3:56am ET
Media
Media Digest 11/6/2008 Reuters, WSJ, NYTimes, FT, Bloomberg
According to Reuters, Europe prepared rate cuts as the economy their worsened. Reuters reports that the administration cleared the way for the car companies to get access to $25 billion in loans,…
5:25pm ET
Investing
Cisco Conference Call Comments: Man Down! (CSCO)
We listened to the Cisco Systems Inc. (NASDAQ: CSCO) conference call, and John Chambers is sounding out the agony of defeat after his comments. He has forecast a very somber sounding opinion…
Douglas A. McIntyre 4:13pm ET
Investing
Cisco Holds Up Better Than Expected (CSCO)
Cisco Systems, Inc. (NASDAQ: CSCO) has posted earnings of $0.42 non-GAAP EPS on revenues of $10.3 billion. Estimates from Thomas Reuters (First Call) were $0.39 EPS on $10.3 billion in revenues. While…
Douglas A. McIntyre 12:08pm ET
Investing
Traders Brace For A Tepid Cisco Earnings Report (CSCO)
Cisco Systems, Inc. (NASDAQ: CSCO) is set to report earnings after the close of trading today. We commented on Monday how it was impossible not to see how little the formal earnings…
Douglas A. McIntyre 10:04am ET
Investing
Have Cisco Earnings Expectations Come Down Enough? (CSCO)
Cisco Systems, Inc. (NASDAQ: CSCO) is set to report earnings after the close of trading on Wednesday. While many technology, telecom, and networking companies have grown more cautious, it is almost impossible…
Douglas A. McIntyre 8:02am ET
Investing
Major Tech Stocks Challenging Recent Lows (MSFT, CSCO, AAPL, RIMM, INTC, AMZN, DELL)
Tech stocks are far from immune in the selling. We put together a list of the major stocks trading sharply lower on active trading and we listed the previous 52-week lows to…
2:47am ET
Media
Media Digest 10/21/2008 Reuters, WSJ, NYTimes, FT, Bloomberg
According to Reuters, Japan markets were higher on a broad government bailout plan. Reuters reports that Merrill Lynch (MER) will cut 500 trading jobs. Reuters writes that low retailer prices and competition…
6:55am ET
Investing
Top Pre-Market Analyst Upgrades (APC, APA, AMAT, BBY, BP, CVX, CSCO, COP, XOM, KFT, NBL, SYMC, VLO)
These are some of the top analyst pre-market upgrades we are seeing early this Monday morning: Anadarko Petroleum (APC) Raised to Outperform at Oppenheimer. Apache (APA) Raised to Outperform at Oppenheimer. Applied…
5:40am ET
Technology
IBM’s Earnings: No Bellwether For Tech (ORCL)(MSFT)(CSCO)(INTC)
It would not be a good idea to look at IBM’s (IBM) superior earnings and assume that tech will have had a good third quarter and that the rest of the year…
2:46pm ET
Investing
The 52-Week Low Club (YHOO)(MSFT)(SIRI)(XL)(CHTR)(LVLT)(ORCL)(CSCO)(F)(DELL)
Yahoo! (YHOO) Concerns about slowdown in internet advertising. Drops to $13.20 from 52-week high of $34.08. Bet they wish they had taken Microsoft (MSFT) deal. Sirius (SIRI) Merger a failure.Sells off to…
10:49am ET
Technology
As SAP (SAP) Warns On Earnings Enterprise Software Comes Under The Gun
If the segment of tech which markets to large businesses was supposed to be one of the last bastions of earnings safety, it has just fallen. SAP (SAP), the second largest enterprise…
8:44am ET
Investing
The 52-Week Low Club AM Edition 10/6/2008 (GE)(GOOG)(F)(AAPL)
As a sign of how difficult the markets are, a number of large companies hit 52-week lows, with a number of stocks down between 5% and 10% and bank shares off more…
4:08pm ET
Investing
Proxy Surprise: Cisco Re-Nominates Jerry Yang To Board (CSCO, YHOO, MSFT)
Cisco Systems Inc. (NASDAQ: CSCO) is doing something which we thought might not occur. In the full proxy materials for the annual shareholder meeting, the company has re-nominated Yahoo! Inc. (NASDAQ: YHOO)…
2:47am ET
Media
Media Digest 9/24/2008 Reuters, WSJ, NYTimes, FT, Bloomberg
According to Reuters, Warren Buffett invested $5 billion in Goldman Sachs (GS). Reuters says that the Paulson bailout plan is being attacked in Congress. Reuters reports that Japanese banks, in trouble a…