9:41am ET
Telecom & Wireless
A Home Run For Cisco (CSCO)
Cicso (CSCO) has had a bad run. Since earnings the stock has moved from over $34 to below $27. But, today the big router company got good news. AT&T (T) will "upgrade…
CSCO Coverage Page 117
4:15am ET
Media
Media Digest 12/5/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, OPEC will probably keep oil output at current levels. Reuters writes that a goverment plan to help sub-prime borrowers will probably freeze their rates for five years. Reuters writes…
4:39am ET
Investing
Nasdaq Short Interest: Big Bets Against Financials And Tech
Nasdaq released short interest in stocks listed on the exchange for the period ending November 15 compared to the numbers on October 31. Short sellers made substantial bets that some financial and…
4:09am ET
Media
Media Digest 11/27/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Citigroup (C) is selling up to 4.9 percent of itself for $7.5 billion to the investment arm of the Abu Dhabi government. Reuters writes that retail stocks fell despite…
8:31am ET
Investing
John Chambers Almost Taking Cisco Systems Private (CSCO)
Cisco Systems (NASDAQ:CSCO) is seeing a pop in pre-market trading. The network and data communications equipment giant announced that at its board of directors meeting, the board authorized up to $10 Billion…
Douglas A. McIntyre 1:59pm ET
Investing
Should Cisco Really Trade Under $30 (CSCO, JNPR, FDRY, MSFT, ALU, NT)
Cisco Systems Inc. (NASDAQ:CSCO) has traded under $30.00 since its earnings report, and 24/7 Wall St. wanted to compare and contrast this drop to a prior trough from years before. Cisco Systems…
9:57am ET
Apps & Software
Short Interest In Microsoft (MSFT) Spikes
The most visible shift in short interest in the new Nasdaq figures as of October 31, is the sharp increase in shares sold short in Microsoft. From October 15 to the end…
10:05am ET
Energy
Exxon (EOM) And Chevron (CVX): The Safey Of Big Oil In A Bad Market
Some on Wall St. are concerned that, as the price of oil reaches closer to $100, Big Oil will not do as well as the rising price of crude would indicate. That…
12:39pm ET
Investing
The Week of Stock Buybacks & Repurchase (COH, FIC, MIR, AVCT, HOT, AGO, HEES, CBG, TER, FDO, RWT, LH, VIGN, CSCO)
Coach (NYSE:COH) has decided that the recent stock crush is a good opportunity to announce a $1 Billion share buyback plan. This represents roughly 30 million shares, or 5-times average volume; $12…
6:56am ET
Technology
Tech Stock Values For Dummies
Yesterday’s sharp sell-off in the Nasdaq showed the market something. In a downturn, the Apples (AAPL) and RIMMs (RIMM) of the world have an Achilles Heel. They have run up too much.…
5:55am ET
Investing
Wall St. Faces Bleak Q4 Earnings
In the past month, fourth-quarter earnings expectations for companies in the S&P 500 have fallen by nearly half, according to Thomson Financial. So says the FT. The problem has several sources and…
4:10am ET
Media
Media Digest 11/8/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Morgan Stanley (MS) has suffered a $3.7 billion loss from its mortgage portfolio, Reuters writes that shares in Cisco (CSCO) were driven down on concerns that orders from the…
6:13pm ET
Investing
Cisco Systems Analyst Q&A Session With Chambers (CSCO)
Q&A SESSION for Cisco Systems (NASDAQ:CSCO) (once again contextual rather than verbatim): Our earnings summary is here. If you want Chambers conference call notes before Q&A they are here. GOLDMAN SACHS (Brant…
Douglas A. McIntyre 4:59pm ET
Investing
John Chambers Conference Call Commentary (CSCO)
The following commentary is what we took out of context rather than verbatim. The following comments were all given by Cisco Systems’ (NASDAQ:CSCO) Chairman & CEO John Chambers, and we tried to…
Douglas A. McIntyre 4:15pm ET
Investing
Cisco Beats Again, On a Confusing Report (CSCO)
John Chambers & Co., A.K.A. Cisco Sytems (NASDAQ:CSCO), has just posted earnings. The networking and data communications giant posted revenues of $9.6 Billion, and non-Gaap earnings of $2.5 Billion. Non-GAAP EPS came…
Douglas A. McIntyre