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Posts on CSCO
Latest ideas and analyses related to Cisco Systems Inc. Common Stock (DE)
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Latest ideas and analyses related to Cisco Systems Inc. Common Stock (DE)
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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