Cisco Confident

Networking giant Cisco reported strong Q4 and fiscal year 2008 results yesterday that narrowly beat analyst estimates. Its shares soared on the company’s positive outlook that the economic slowdown will be relatively short-term.

SAP Looks Strong

SAP released their second quarter earnings last Tuesday. The company’s revenue surged 18%, beating Wall Street expectations and causing the stock to close up nearly 10%. Since the results were released, the stock has been trading in the same price band, which is near its seven-month high. The stock closed at $57.86 yesterday, just two

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Networking Roundup: Foundry, Nortel, Alcatel

I had earlier discussed in my Online Video Beneficiaries series consolidation among the networking dwarfs so that they can be stronger competition for Cisco.

Internet Stock Roundup: SFLY, MNST, NFLX

This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money

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Networking Sector: F5, Juniper, Akamai

I have written extensively on Cisco and other networking companies as part of the Online Video Beneficiaries Series in which I suggested that smaller networking players will consolidate to take it on. The core businesses of Cisco’s biggest rival, Juniper, are going strong. F5 is also taking small steps in fighting Cisco in its niche

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Disney Has Fertile Acquisition Grounds Ahead

The Walt Disney Company (DIS), the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter.

3G iPhone and Verizon, AT&T Earnings

With the cheaper and faster 3G iPhone selling 1 million in the first weekend, you would think Verizon must be worried. But yesterday in its earnings call, it said the iPhone effect is minimal, if not positive.

SaaS: Omniture and Citrix

Omniture declared their second quarter earnings on July 23. Net loss was $6.5 million or $0.09 per share, compared with $4.1 in the second quarter of 2007. GAAP revenues for the same period were $71.6 million, compared with $63.2 million in the previous quarter and $33.5 million for the same period a year ago. This

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