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- Sun Gets Riskier - Analysts
- As Eric noted last night, Sun Microsystems JAVA pre-announced results for its fiscal first quarter ended in September that are below estimates as the company feels the impact of a slowing economy, according to CEO Jonathan Schwartz. Estimates are coming way, way down. And price targets are coming down, but...
- External links 2008-10-21
- Cisco: 'Our Markets Will Recover'
- After a positively chilling fiscal second-quarter forecast from Cisco Systems CSCO Wednesday evening, I spoke with Jonathan Chadwick, Cisco’s Senior Vice President for Finance. To recap, during Cisco’s conference call with analysts see earnings call transcript following its fiscal first quarter announcement Wednesday evening, the company projected sales to decline...
- External links 2008-11-06
- Juniper: Has Network Equipment Bottomed?
- Is Juniper Networks JNPR calling the bottom for telecom and computer networking equipment? A few people think so Wednesday morning, the day after Juniper announced that revenue for March-ending fiscal Q1 will be less than originally expected. Analysts at Brean-Murray Wednesday morning initiated coverage of Juniper with a...
- External links 2009-04-08
- Deutsche Bank: Cisco Headed for Beat and Raise Q4
- Joining a flurry of positive Cisco Systems CSCO notes, Deutsche Bank’s Brian Modoff writes Monday that he expects Cisco to report a “beat and raise quarter when it discusses fiscal Q4 results on August 5, based on modest sequential growth that Modoff is seeing in among Cisco’s larger enterprise and...
- External links 2009-07-27
- Cisco: Expectations Rise for Q4 Report
- Expectations have been building for Cisco Systems’s CSCO fiscal Q4 report, which comes Wednesdasy, after the bell. Deutsche Bank last week forecast a “beat and raise” report, while Pacific Crest discussed prospects Cisco’s enterprise customer base is going to rebound for the company. Analysts are forecasting a roughly...
- External links 2009-08-04
- Belated Responses to Cisco's Beat-and-Raise
- Cisco Systems CSCO shares were falling again this morning despite some glimmers of hope for the company in its fiscal Q4 report and fiscal Q1 outlook last night see earnings call transcript. The company saw quarter-to-quarter growth for the first time in four quarters; its gross profit of 65.3% of...
- External links 2009-08-06
Additional Resources
- Should Google Buy Facebook?
- Should Google GOOG buy privately held social networking Web site Facebook? It’s been a subject of endless speculation, and a piece yesterday on TechCrunch opines that a marriage of the search-engine giant with Facebook would allow users to search the news feed of their Facebook pages, where friends and loved...
- External links 2008-12-29
- Juniper Networks Climbs: Has Telecom Bottomed?
- Is Juniper Networks JNPR calling the bottom for telecom and computer networking equipment? A few people think so this morning, the day after Juniper announced that revenue for March-ending fiscal Q1 will be less than originally expected. Analysts at Brean-Murray this morning initiated coverage of Juniper with a...
- External links 2009-04-08
- AT&T Setting Up Its Own 'Geek Squad'
- Is AT&T T ready to take on Best Buy BBY? The phone company today announced it will offer a technical support team providing in-home service for “virtually any home technology or entertainment need.” (Makes one chortle, just a little, thinking about the “entertainment needs” AT&T might service in one’s home.)...
- External links 2008-08-21
- Facebook Users Could Eclipse Google in 2011
- If social networking site Facebook ever finds a way to make money – and that’s a big “if,” I’d imagine – it could pose a threat to Google GOOG, according to a 15-page note out today from RBC Capital Markets analyst Ross Sandler, chockablock with charts and graphs and tables....
- External links 2009-03-18
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