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To: Eric who wrote (76986)2/6/2012 9:22:26 PM
From: mindmeld
   of 77263
 
Hi Eric,
looks like the beginning of some serious competition.

------------
nicira.com

Nicira platform brings network virtualization to cloud
zdnet.com

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From: Sr K2/8/2012 7:09:13 PM
   of 77263
 
Cisco beat on revs and earnings and raised the div to 8¢. After rallying, it's now about even AH.

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From: JakeStraw2/9/2012 8:19:39 AM
   of 77263
 
Although Cheap, Cisco Is A Case Of Bad Capital Management
seekingalpha.com

Cisco Shakes Off Sector Weakness, Raises Dividend
seekingalpha.com

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To: mindmeld who wrote (76987)2/9/2012 9:10:25 AM
From: Sonki
   of 77263
 

csco trading down after earnings...heare are all new targets.... Thursday, February 09, 2012
Bank of America Maintains Cisco Systems at Buy, Raises PO from $22 to $24( CSCO, Price Target, Analyst Ratings / Thu, 08:24am)

Morgan Keegan Maintains Cisco Systems at Outperform, Raises PT from $25 to $25.5( CSCO, Price Target, Analyst Ratings / Thu, 08:11am)

Stifel Nicolaus Maintains Cisco Systems at Buy, Raises PT from $23 to $24( CSCO, Price Target, Analyst Ratings / Thu, 08:03am)

FBN Securities Maintains Cisco Systems at Outperform, Raises PT from $25 to $27( CSCO, Price Target, Analyst Ratings / Thu, 08:00am)

Evercore Partners Maintains Cisco Systems at Overweight, Raises PT from $25 to $26( CSCO, Price Target, Analyst Ratings / Thu, 07:55am)

Goldman Sachs Maintains Cisco Systems at Buy, Raises PT from $22 to $25( CSCO, Price Target, Analyst Ratings / Thu, 07:33am)

Oppenheimer Maintains Cisco Systems at Outperform, Raises PT from $21 to $23( CSCO, Price Target, Analyst Ratings / Thu, 07:25am)

Deutsche Bank Maintains Cisco Systems at Buy, Raises PT from $22 to $24( CSCO, Price Target, Analyst Ratings / Thu, 07:07am)

ISI Group Downgrades Cisco Systems from Buy to Neutral, Maintains PT at $22( CSCO, Downgrades, Price Target, Analyst Ratings / Thu, 06:58am)

Wunderlich Securities Maintains Cisco Systems at Buy, Raises PT from $22 to $24( CSCO, Price Target, Analyst Ratings / Thu, 06:40am)

Friday, February 03, 2012
UPDATE: Stifel Nicolaus Increases PT to $23 on Cisco( Analyst Color, CSCO, Price Target, Reiteration, Intraday Update, Analyst Ratings / Fri, 10:07am)

Wednesday, February 01, 2012
Sterne Agee Maintains Buy, $25 Target on Cisco( Analyst Color, CSCO, Price Target, Reiteration, Pre-Market Outlook, Analyst Ratings / Wed, 08:24am)

Tuesday, January 24, 2012
UPDATE: Auriga Raises PT to $24 on Cisco, Maintains Buy( Analyst Color, CSCO, Price Target, Reiteration, Pre-Market Outlook, Markets, Analyst Ratings / Tue, 08:41am)

Tuesday, January 03, 2012
UPDATE: JP Morgan Upgrades Cisco Systems to Overweight( Analyst Color, CSCO, Upgrades, Price Target, Intraday Update, Analyst Ratings / Tue, 12:14pm)

JP Morgan Upgrades Cisco Systems to Overweight( CSCO, Upgrades, Price Target, Pre-Market Outlook, Analyst Ratings / Tue, 06:47am)

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From: JakeStraw2/24/2012 8:29:34 AM
   of 77263
 
Cisco Announces Intent to Acquire Lightwire
finance.yahoo.com

Acquisition of Innovative Optical Interconnect Technology Advances Cisco's Commitment to Enable Global Service Providers to Build Next-Generation Internet

"The acquisition of Lightwire will support our data center and service provider customers as they manage the continuing deluge of network traffic alongside tight capital and operating budgets," said Surya Panditi, senior vice president, Cisco Service Provider Networking Group. "With the combined know-how from Cisco in silicon design and Lightwire in CMOS photonics, we will transform Cisco's optical connectivity business to an integrated technology platform that supports our customers' burgeoning need for cost-effective high-speed networks."

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From: JakeStraw2/24/2012 3:34:12 PM
1 Recommendation   of 77263
 
Cisco and Rogers Reinvent the Cable TV Experience With Cisco Videoscape
finance.yahoo.com

Leading Canadian Cable TV Provider Selects Cisco for Path to Video Innovation

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From: JakeStraw3/15/2012 8:03:51 AM
   of 77263
 
Cisco Reportedly Looking To Buy NDS In $5 Billion Deal
seekingalpha.com

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To: JakeStraw who wrote (76994)3/15/2012 10:44:46 AM
From: hdl
   of 77263
 
nws did better here than with my space

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To: JakeStraw who wrote (76994)3/15/2012 12:16:04 PM
From: lml
1 Recommendation   of 77263
 
Yeah, I saw this across the wires late last night. What I don't get is I thought their strategy was to exit the consumer business, focus on their core. Guess not, huh?

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To: lml who wrote (76996)3/15/2012 12:18:19 PM
From: JakeStraw
   of 77263
 
Yeah, I don't get the acquisition either...

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