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    Cisco Will Go Higher On New Improved UPOE In 2013

    Sat, 05/05/2012 - 19:43 EDT - Seeking Alpha
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    • Stock Croc

    By Stock Croc:Cisco (CSCO) is still managing to hold on to the number one position in the networking market. Huawei, a China-based competitor, has been edging its way into Cisco's market, however. Huawei is currently ranked number two in the world, lagging just behind Cisco.Huawei has also sowed its seed in the United States, with operations along the east and west coast. However, the current relationship between the U.S. Government and Huawei is a tenuous one. Because Huawei has close ties with the Chinese government and military, the United States wants to keep Huawei at arms length away from its nuclear weapons. I believe this could be damaging to Huawei's hopes of breaking into the U.S. market.More small time competitors have also appeared, eager to get a slice of the pie. However, Cisco has done an excellent job cleaning up after itself. Compared to companies like Alcatel-Lucent (ALU) and JuniperComplete Story »

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      By Brian Nichols:Alcatel-Lucent (ALU) crushed expectations with its most recent earnings report. Investors are now expecting a run-up in shares of the undervalued company along with several upgrades over the next few week. ALU traded higher by 13% on Friday making its year-to-date gain 40%.

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    • Healthcare, Technology And Utilities: Strong Plays For 2013

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    • Alcatel-Lucent Now Ready To Soar On Genesys Sale

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    • Alcatel-Lucent Upside 100%, Cisco Upside 50%

      By Global Value Investor:This article deals with two networking and service providers that I believe are undervalued and misunderstood by the market. When companies experience temporary challenges, investors usually rush for the door instead of picking up great companies on the cheap. The companies in this article are thought to have lost their competitive advantage as investors are overly influenced by earnings and cashflow volatility.

    • Market Share Concerns on Cisco’s Outlook

      Trefis submits: Cisco (CSCO) released earnings last week and lowered its revenue guidance for next quarter as well as for its fiscal year 2011 based on a slowdown in public spending.

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