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February 15, 2012 |
| 12:42 EDT |  | CSCO, MSFT | |
| 12:36 EDT |  | MSFT, CSCO | |
| 12:32 EDT | | MSFT, CSCO | | theflyonthewall.com: | Cisco appealing EU approval of Microsoft/Skype deal, CNBC reports | | CNBC says Cisco (CSCO) is asking the European Commission to ensure proper protections are put in place. Cisco is not opposed to the deal itself. :theflyonthewall.com |
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| 12:32 EDT | | CSCO, MSFT | | theflyonthewall.com: | Cisco appealing EU approval of Microsoft/Skype deal, CNBC reports | | :theflyonthewall.com |
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| 12:11 EDT | | MSFT, CSCO | |
| 08:35 EDT |  | MSFT | |
| 06:38 EDT | | MSFT | | theflyonthewall.com: | Ultrabooks not as desirable in Europe, Digitimes reports | | The ultrabook proportion of global notebook sales is now expected to be 20%, much lower than previous targets, with Taiwanese chain makers saying it has much to do with the computer's relative undesirability in Europe, according to Digitimes. Reference Link :theflyonthewall.com |
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February 14, 2012 |
| 12:04 EDT | | MSFT | |
| 08:11 EDT | | MSFT | | theflyonthewall.com: | Microsoft's first foreign store to be in Canada, Globe and Mail reports | | Microsoft (MSFT), with 14 stores in the U.S., is planning its first store outside the country and it will be in Canada, reports the Globe and Mail. Reference Link :theflyonthewall.com |
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| 06:28 EDT | | MSFT | |
| 06:18 EDT | | CSCO | | theflyonthewall.com: | Cisco projects 18 fold growth of mobile traffic for 2016 | | According to the Cisco Visual Networking Index, or VNT, Global Mobile Data Traffic Forecast for 2011 to 2016, worldwide mobile data traffic will increase 18-fold over the next five years, reaching 10.8 exabytes per month -- or an annual run rate of 130 exabytes -- by 2016. The expected sharp increase in mobile traffic is due, in part, to a projected surge in the number of mobile Internet-connected devices, which will exceed the number of people on earth. During 2011-2016 Cisco anticipates that global mobile data traffic will outgrow global fixed data traffic by three times. :theflyonthewall.com |
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February 13, 2012 |
| 18:09 EDT | | MSFT | |
| 16:01 EDT |  | MSFT | | theflyonthewall.com: | Options Update; February 13, 2012 | | CBOE Volatility Index-VIX down 1.65 to 19.14. Option volume leaders today: MSFT BAC HD AAPL according to Track Data. :theflyonthewall.com |
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| 10:48 EDT | | MSFT | |
| 10:13 EDT | | MSFT | | theflyonthewall.com: | Lieberman to introduce bill to regulate crucial IT companies, The Hill says | | Senator Joe Lieberman, an independent and chairman of the Senate Homeland security Committee, will introduce a bill to give the Department of Homeland Security authority over companies with computer systems deemed crucial to the nation's economic and physical security, according to The Hill. The legislation would require these companies to take adequate safeguards to protect their systems, the publication added. Reference Link :theflyonthewall.com |
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| 09:04 EDT | | MSFT | |
| 06:27 EDT | | CSCO | |
| 06:26 EDT | | MSFT | | theflyonthewall.com: | Microsoft Store in India hacked, Engadget reports | | Microsoft Store India's (MSFT) landing page was briefly taken over by a hacker group called Evil Shadow Team, who revealed that user passwords were saved in plain text, Engadget reports, citing WPSauce. Reference Link :theflyonthewall.com |
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February 12, 2012 |
| 10:58 EDT | | CSCO | |
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February 10, 2012 |
| 15:13 EDT | | MSFT | | theflyonthewall.com: | Microsoft's Xbox 720 controller to have Wii-like touchscreen, Xbox World reports | | Microsoft (MSFT) next generation Xbox will include a Wii U-like touchscreen controller, reports Xbox World magazine. According to unnamed sources, the controller will have a "matt-black media hub" and a "four-player, finger-tracking Kinect." Reference Link :theflyonthewall.com |
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| 14:36 EDT |  | CSCO | |
| 08:26 EDT |  | MSFT | | theflyonthewall.com: | Microsoft price target raised to $33 from $29 at Barclays | | Barclays raised Microsoft 2013 earnings estimates ahead of the Windows 8 launch later this year and Office 15 expected in Q1 2013. Share are Equal Weight rated. :theflyonthewall.com |
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| 07:37 EDT | | CSCO, MSFT | | theflyonthewall.com: | Tablet sales could reach 248.6M units, smartphones 1B by 2015, BGR reports | | Global tablet sales, which hit 67M in 2011, could grow to 248.6M by 2015, with smartphones projected to hit 1B during the same period, according to BGR. Reference Link :theflyonthewall.com |
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February 9, 2012 |
| 23:16 EDT | | CSCO | |
| 16:42 EDT | | CSCO | |
| 16:41 EDT | | MSFT | | theflyonthewall.com: | comScore releases January U.S. search engine rankings | | Google Sites (GOOG) led the U.S. explicit core search market in January with 66.2% market share (up 0.3 percentage points), followed by Microsoft (MSFT) Sites with 15.2% (up 0.1 percentage points) and Yahoo! (YHOO) Sites with 14.1%. Ask Network (IACI) accounted for 3% of explicit core searches, followed by AOL (AOL) with 1.6%. :theflyonthewall.com |
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| 16:03 EDT | | CSCO | | theflyonthewall.com: | Options Update; February 9, 2012 | | CBOE Volatility Index-VIX up 39c to 18.55. Option volume leaders today: C BAC CSCO AAPL according to Track Data. :theflyonthewall.com |
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| 12:09 EDT | | CSCO | |
| 09:49 EDT | | CSCO | |
| 09:04 EDT |  | CSCO | |
| 07:57 EDT | | CSCO | | theflyonthewall.com: | Cisco price target raised to $27 from $25 at FBN Securities | | FBN Securities raised its price target for Cisco (CSCO) shares citing the company's strong quarter and retains an Outperform rating on the stock. The firm believes Cisco is outperforming Juniper (JNPR) with service providers. :theflyonthewall.com |
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| 07:39 EDT | | CSCO | |
| 07:14 EDT | | MSFT | |
| 06:57 EDT |  | CSCO | |
| 06:57 EDT | | CSCO | | theflyonthewall.com: | Cisco downgraded to Hold from Buy at ISI Group | | ISI Group downgraded Cisco and recommends taking profits in shares. :theflyonthewall.com |
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| 06:33 EDT | | CSCO | |
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February 8, 2012 |
| 17:40 EDT | | CSCO | |
| 17:25 EDT | | CSCO | | theflyonthewall.com: | Cisco still sees challenges in public sector | | Still maintains a leadership position in that sector. :theflyonthewall.com |
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| 17:15 EDT | | CSCO | | theflyonthewall.com: | Cisco says "significant uncertainty" remains in broader macro-environment | | Says it's conservative in its outlook for 2H12. :theflyonthewall.com |
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| 17:13 EDT | | CSCO | | theflyonthewall.com: | Cisco says relationships with customers is "the strongest its ever been" | | Says demand for products and services is "healthy." :theflyonthewall.com |
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| 17:10 EDT | | CSCO | |
| 17:09 EDT |  | CSCO | |
| 17:08 EDT | | CSCO | | theflyonthewall.com: | Cisco sees Q3 adjusted gross margin approximately 61.5%-62% | | Sees Q3 adjusted operating margin in the range of 27%-28%. :theflyonthewall.com |
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| 17:02 EDT | | CSCO | |
| 17:01 EDT | | CSCO | | theflyonthewall.com: | Cisco reports Q2 adjusted gross margin 62.4% | | For product only, adjusted gross margin for the second quarter was 60.9% :theflyonthewall.com |
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| 16:58 EDT | | CSCO | |
| 16:56 EDT | | CSCO | |
| 16:55 EDT | | CSCO | | theflyonthewall.com: | Cisco says innovation is the "heart of the company" | | Can expect more in coming quarters and years. :theflyonthewall.com |
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| 16:53 EDT | | CSCO | |
| 16:52 EDT | | CSCO | |
| 16:10 EDT | | CSCO | |
| 16:10 EDT | | CSCO | | theflyonthewall.com: | Cisco Q2 inventory turns on GAAP basis 11.1 vs. 11.2 in Q1 | | Cisco said inventory turns on a GAAP basis were 11.1 in Q2, compared with 11.2 in Q1, and compared with 10.6 in Q2 of FY11. Non-GAAP inventory turns were 10.8 in Q2, compared with 10.9 in Q1, and compared with 10.0 in Q2 of FY11. :theflyonthewall.com |
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| 16:09 EDT | | CSCO | |
| 16:08 EDT | | CSCO | | theflyonthewall.com: | Cisco says billion dollar expense reduction hit quarter early | | The company said, "We are executing well on our three-year plan to drive earnings faster than revenue. Our operational focus continues to yield positive results -- we hit our billion dollar expense reduction a quarter early -- and our ongoing innovation enables our customers to solve their critical business needs." :theflyonthewall.com |
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| 16:07 EDT | | CSCO | | theflyonthewall.com: | Cisco raises quarterly dividend to 8c from 6c | | Cisco announced its board declared a quarterly dividend of 8c per common share, a 2c increase over the previous quarter's dividend, to be paid on April 25 to all shareholders of record as of the close of business on April 5. :theflyonthewall.com |
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| 16:06 EDT | | CSCO | | theflyonthewall.com: | Cisco reports Q2 EPS 47c vs. consensus 43c | | Reports Q2 revenue $11.5B vs. consensus $11.23B. :theflyonthewall.com |
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| 15:08 EDT | | CSCO | |
| 14:55 EDT | | CSCO | |
| 13:50 EDT | | MSFT | |
| 13:31 EDT | | CSCO | | theflyonthewall.com: | Earnings Preview: Cisco could offer better-than-expected Q2 and outlook | | Cisco Systems (CSCO) is expected to report Q2 earnings after the market close on Wednesday, February 8, with a conference call scheduled for 4:30 pm ET. The consensus estimate is 43c for EPS and $11.23B for revenue, according to First Call. Cisco underwent a massive corporate overhaul last year, which involved layoffs and widespread restructuring, in an attempt to get back on track. Now leaner, Cisco says all the upheaval is paying off. Optimists await what they expect will be further signs of recovery from the networking giant. Wall Street expects Cisco to report a stable quarter, buoyed in part by improving enterprise demand in the U.S. Options activity also hints at high expectations for Cisco's quarterly report. But, in five of the past six quarters, Cisco stock has been hit hard after not living up to expectations. The whisper number is set a bit higher, arriving at earnings of 46c per share. Investors will be closely monitoring Cisco's results for evidence that the switch maker is fighting off rivals such as Juniper Networks (JNPR), which cut its Q4 forecast last month on weakness in the U.S. service provider market, and from Hewlett-Packard (HPQ). Guidance from its last earning calls is for Q2 revenue of approximately $11.14B-$11.24B, or 7%-8% growth year-over-year. Cisco also sees Q2 GAAP pre-tax charges of up to $100M, adjusted operating margin 26%-27%, and a non-GAAP tax provision rate of approximately 22%. Sterne Agee's Shaw Wu also expects good Q2 numbers as, "Checks indicate stable demand trends -- in terms of product segments." Wu explained that product refreshes, such as the new versions of Cisco's Catalyst and Nexus switches, are helping boost sales. Consensus for Q3: 45c on $11.46B in revenue. Consensus for FY12: $1.677/$45.83B. Consensus for FY13: $1.94/$48.65B. Expectations are for a post-earnings move of about 6% for Cisco shares, up or down, based on Tuesday's activity of weekly options that expire on Friday. This is below the average 10% move for the past four quarters. Some speculate, that even if Cisco posts a strong profit, we could see a "sell on the news" -- as the stock closed Tuesday just 10% shy of the consensus' 12-month price target of $22. :theflyonthewall.com |
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| 08:04 EDT | | MSFT | | theflyonthewall.com: | Microsoft Office 365 off to strong start, says Cowen | | Cowen said Microsoft Office 365 had a better than expected debut and should provide incremental revenues and earnings for the company over the next three years. The firm believes investors sentiment will ease ahead of the Windows 8 release providing good upside opportunity. Shares are Outperform rated. :theflyonthewall.com |
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| 06:39 EDT | | MSFT, CSCO | |
| 05:30 EDT | | MSFT | |
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February 7, 2012 |
| 23:34 EDT | | MSFT | |
| 13:56 EDT | | MSFT | |
| 12:42 EDT | | MSFT | |
| 09:15 EDT | | MSFT | |
| 08:31 EDT | | CSCO | | theflyonthewall.com: | Cisco risk/reward favorable, says Credit Suisse | | Credit Suisse believes Cisco's gross margins and operating margins will improve near-term as the company benefits from staff reductions and improvement in switching and routing margins. Shares are Outperform rated with a $26 price target. :theflyonthewall.com |
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| 07:18 EDT | | MSFT | | theflyonthewall.com: | Microsoft ups ad sales efforts to compete with big media, LA Times reports | | Microsoft (MSFT) in its latest move to better compete with traditional media has beefed up its ad sales team, adding video specialist Yoav Shahar and letting it be known that they are still on the hunt for other possible team members, according to the Los Angeles Times. Reference Link :theflyonthewall.com |
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| 06:44 EDT | | MSFT | |
| 06:29 EDT | | CSCO | |
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February 6, 2012 |
| 07:47 EDT | | CSCO | |
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February 5, 2012 |
| 16:12 EDT | | MSFT | |
| 16:01 EDT | | CSCO | |
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February 3, 2012 |
| 09:14 EDT | | CSCO | |
| 07:29 EDT | | MSFT | |
| 07:26 EDT | | MSFT | | theflyonthewall.com: | Microsoft could introduce next Halo title this month, Business Insider reports | | Microsoft (MSFT) may reveal Halo 4 at a Spring Showcase in San Francisco on February 29, Business Insider reports, citing rumors from IGN. Reference Link :theflyonthewall.com |
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February 2, 2012 |
| 21:55 EDT | | MSFT | | theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said that now's the time to 'tip-toe' back into the markets, not run for the exits. Cramer said it's true that the markets have been up six weeks in a row, but that doesn't mean that investors need to worry about bubbles. Cramer said he hears the calls of a bubble in tech stocks, but with bellwethers like Intel (INTC) and Microsoft (MSFT) trading at just 10X earnings, a fraction of what they were just a few years ago, how can that be a bubble? He said that even Apple (AAPL) trades at just 7X earnings after backing out the company's nearly $100B in cash. Some have called a bubble in retail, but Walmart (WMT) still trades below where it did a decade ago. The same is true with the oil stocks, with companies like Exxon-Mobil (XOM) and Chevron (CVX) both trading at super-low valuations. Cramer recalled how he received hate mail after endorsing the Google (GOOG) IPO at $80 a share, only to see that company double and double and double again. Cramer explained that with 840M active users of Facebook, there's no denying that retail demand for this IPO will be huge. However with so few shares available, just about all of those investors will be forced to buy in the aftermarket. He said if shares double on the IPO, it's likely that the valuation would be too high and investors should sell no matter what. If shares rise only slightly however, it's possible that shares of Facebook would be worth holding onto. EXECUTIVE DECISION: Cramer once again welcomed with Jack Hartung, CFO of Chipotle Mexican Grill (CMG), a stock that dipped 2% after it reported a 2c earnings miss on a 23% rise in revenues. Shares of Chipotle are up 650% since Cramer first got behind the company six years ago. Cramer told viewers that the dip in Chipotle's stock price is the perfect buying opportunity and they should stick with the company. Cramer also sat down with Irvin Simon, chairman, president and CEO of Hain Celestial (HAIN), which delivered a 3c earnings beat on a 33% gain in revenues form last year. Shares of Hain have returned 129% since Cramer first recommended it in April 2010. Cramer remained bullish on Hain. Then, Cramer spoke with David Pyott, chairman, president and CEO of Allergan (AGN), a stock that got hammered down 3% after the company reported only in-line sales and earnings. Pyott was bullish on his company's flagship product, Botox, and on the outlook for some of their drugs in the pipeline -- including ones for overactive bladder. Cramer remained bullish on Allergan and said Thursday's price dip makes for an excellent entry point for investors. LIGHTNING ROUND: (Bullish) HUN; CBOU; SBUX. (Bearish) ARMH; BTU; MWW. Reference Link :theflyonthewall.com |
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| 15:05 EDT | | MSFT | |
| 12:06 EDT | | CSCO | |
| 09:02 EDT | | CSCO | |
| 08:22 EDT | | MSFT | |
| 07:15 EDT | | MSFT | |
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February 1, 2012 |
| 17:24 EDT | | MSFT | |
| 13:21 EDT | | MSFT | | theflyonthewall.com: | Microsoft says cutting small percentage of marketing jobs, Bloomberg reports | | The cuts are part of a marketing reorganization, Microsoft told Bloomberg, following reports that the company is going to announce significant layoffs. :theflyonthewall.com |
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| 12:22 EDT | | MSFT | |
| 08:54 EDT | | MSFT | |
| 08:27 EDT | | MSFT | | theflyonthewall.com: | AOL says can compete with Google, Facebook for ad campaigns | | :theflyonthewall.com |
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| 06:15 EDT | | MSFT | |
| 05:58 EDT | | MSFT | |
Source: http://www.theflyonthewall.com/permalinks/entry.php/CSCO;MSFTid1580129/CSCO;MSFT-Cisco-announces-appeal-to-EC-over-MicrosoftSkype-merger-on-blog
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