Friday, May 31, 2013

Cisco's Growth, Software-Defined-Networking 'Threat' And The New Price Target

From Seeking Alpha

Cisco Systems (NASDAQ:CSCO) continues with inorganic growth in cloud computing and mobile technologies. The company has reported strong quarterly results as it looks for growth in non-core areas by selling servers and other equipment as opposed to the traditional communications equipment such as routers and switches. This transition was apparent in the current quarterly results in which strong growth in data center, wireless and service provider video made up for the lackluster performance of switching and NGN routing - two of its biggest business segments. The two units are also .... Read More