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CSCO

+33 pts



Cisco Live 2022 Announcements Reflect Increasing Focus on Leveraging Secular Move of Enterprises to Cloud

By scorpioduck on June 16, 2022, 1:35 p.m.
Tagged topics: conference takeaways

Views: 15, Votes: 4, Responses: 0, Attachments: 1
CSCO , JNPR , CIEN , ANET

+34 pts



Strong Orders, Backlog Should Be a Positive

By mooreideas on June 15, 2022, 5:10 p.m.
Tagged topics: analyst checks

Views: 12, Votes: 5, Responses: 0, Attachments: 1
ANET , CMBM , CSCO , HPE , IIVI , JNPR , LITE , NOKIA

+34 pts



Silicon Valley Visit: Lots of Pent Up Demand for IT Infrastructure and Face-to-Face Meetings

By labjordan on June 10, 2022, 1:31 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 4, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+49 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 32, Votes: 5, Responses: 2, Attachments: 1
CSCO

+32 pts



Earnings Preview; Decent Set Up Into Numbers

By potato on May 26, 2022, 9:55 p.m.
Tagged topics: technology

Views: 9, Votes: 3, Responses: 0, Attachments: 1
VMW , AVGO , CSCO , NTNX

+33 pts



$VMW - $CSCO most likely to offer competing bid; RedHat and $NTNX most likely to benefit post M&A

By junkfoodlover on May 26, 2022, 11:42 a.m.
Tagged topics: mergers and acquisitions

Views: 141, Votes: 3, Responses: 0, Attachments: 1
AVGO , CSCO

+31 pts



$AVGO - $CSCO should not have much of an impact

By realjoe on May 20, 2022, 12:32 p.m.
Tagged topics: analyst checks

Views: 95, Votes: 2, Responses: 0, Attachments: 1
CSCO

+31 pts



CISCO SYSTEMS F3Q22 Report: Demand Is Not the Problem

By RayHold on May 20, 2022, 3:42 a.m.
Tagged topics: Data infrastructure

Views: 11, Votes: 2, Responses: 0, Attachments: 1
CSCO

+31 pts



$CSCO Demand intact but supply a bigger problem; Order growth begins to normalize

By ethonomics on May 19, 2022, 5:33 p.m.
Tagged topics: earnings results

Views: 9, Votes: 2, Responses: 0, Attachments: 1
CSCO

+32 pts



$CSCO: Sharp Reduction in Outlook Contrasts with Upbeat Outlooks at Competitors

By bbern3 on May 19, 2022, 11:59 a.m.
Tagged topics: earnings miss

Views: 13, Votes: 2, Responses: 0, Attachments: 1
CSCO , AVGO , MRVL

+34 pts



Read through from $CSCO results - even if demand cools, it might not matter to $AVGO & $MVRL

By bbern3 on May 19, 2022, 11:55 a.m.
Tagged topics: analyst checks

Views: 109, Votes: 3, Responses: 0, Attachments: 1
CSCO

+30 pts



$CSCO Storm Before the Calm or Calm Before the Storm?

By realmomobags on May 19, 2022, 3:04 a.m.
Tagged topics: earnings results , cloud

Views: 5, Votes: 1, Responses: 0, Attachments: 1
CSCO

+33 pts



Earning Preview; decent Set up into numbers

By potato on May 18, 2022, 7:21 a.m.
Tagged topics: software

Views: 30, Votes: 2, Responses: 0, Attachments: 1
CSCO

+32 pts



$CSCO - risk-reward skewed to upside as investor price in too many worries

By scorpioduck on May 17, 2022, 5:07 p.m.
Tagged topics: earnings preview

Views: 90, Votes: 3, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 17, Votes: 2, Responses: 0, Attachments: 1
BAND , CSCO , FIVN , LVOX , RNG , TEAM , ZM

+32 pts



Channel checks indicate some caution in the wind for Q1

By realjoe on April 13, 2022, 11:32 a.m.
Tagged topics: channel checks

Views: 104, Votes: 2, Responses: 0, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 24, Votes: 3, Responses: 0, Attachments: 1
MU , JBL , AAPL , AVT , CSCO , NOK , INTC , MRVL , NVDA , QCOM , Semiconductors

+61 pts



Semiconductors - analysts say we may be 6 months away from an industry downturn

By bbern3 on April 4, 2022, 2:08 p.m.
Tagged topics: analyst checks , deep dive

Views: 244, Votes: 13, Responses: 0, Attachments: 1
NTAP , HPE , CSCO

+35 pts



Hardware: EAI/ESI indices: Both indices improve in February

By ethonomics on March 17, 2022, 4:26 a.m.
Tagged topics: analyst checks

Views: 20, Votes: 5, Responses: 0, Attachments: 1
GLW , CIEN , KEYS , CSCO , CCI , DLR , UNIT

+39 pts



The early stages of a strong optical cycle

By labjordan on March 3, 2022, 4:52 p.m.
Tagged topics: deep dive

Views: 137, Votes: 5, Responses: 0, Attachments: 1