Wireless Ronin Technologies Inc. (RNIN)
Q4 2009 Earnings Call Transcript
March 18, 2010 4:30 pm ET
Archive for the ‘Networking’ Category
Cisco Extends ‘Borderless Architecture’ With Updated Products
On March - 17 - 2010
Sam Diaz submits:
For some time now, Cisco (CSCO) has been talking about breaking down walls – going “borderless,” if you will – by creating an architecture that opens business to an anytime, anywhere, anyone, anything experience.
The company first started talking about borderless networks back in the fall. The idea is to support businesses that are “increasingly distributed and mobile,” allowing them to connect any person to any file from any location at any time, all the while keeping the data secure and the experience both reliable and seamless.
Ciena’s Nortel Acquisition Will Eventually Pay Off
On March - 16 - 2010
Zacks.com submits:
Following the release of Ciena Corporation’s (CIEN) first quarter fiscal 2010 results on March 4, 2010, analysts have made both positive and negative revisions to their estimates.
Linthicum, Maryland-based Ciena is an original equipment manufacturer [OEM] of optical networking equipment, software and services. The company specializes in transitioning legacy communications networks to converged, next-generation architectures, capable of delivering a broader mix of high-bandwidth services.
Networking ETFs Continue Their Outperformance
On March - 16 - 2010
Tom Lydon (ETF Trends) submits:
The technology sector is white hot these days. If you’re not buying it, just look at the Nasdaq, which has been leaving the other indexes swimming in its wake. Networking ETFs are outperforming nearly every other segment.
Networking shares are enjoying a rally on the back of the technology sector, which has rallied beautifully since the painful recession began to ease up. Don Dion for The Street reports that while the returns of networking stocks are impressive so far in 2010, it remains to be seen whether they can continue.
I.D. Systems, Inc. Q4 2009 Earnings Call Transcript
On March - 12 - 2010
Cisco’s CRS-3 Router Makes Streaming Media Players Drool
On March - 12 - 2010
Ron Shuttleworth submits:
Cisco’s CRS-3 322 Terabyte carrier-grade router is three times faster than its predecessor CRS-1 router. Not certain if this is a "change the Internet forever" product. However, it may be a tipping point for rich media providers if it is well adopted by carriers. Considering that carriers are constantly scrambling to keep up with capacity demand, it’s probably a very good possibility that sales of this $90,000 router will be brisk.
John Chambers’s hyperbolic messaging around the capabilities of the router focused on the benefits to rich media (in particular video), which has been clogging pipe for years. The scenario painted is massively available rich media streamed from the cloud. Basically, consumers and business everywhere will be able to access rich, high quality media streamed to any device at any time from the cloud with DRM protection on content.
Cisco’s New Router Will Have Little Impact on Stock
On March - 10 - 2010
Trefis submits:
Cisco (NASDAQ:CSCO), which competes with Juniper (NYSE:JNPR) in the networking equipment business, recently announced a new generation of core routers called CRS-3. Carrier Routing System 3 (CRS-3) will be able to offer data transmission speeds of up to 322 Terabits per second, much higher than existing core routers today.
Core Routers are for Internet Service Providers
Inside Cisco’s Latest Router Announcement
On March - 10 - 2010
R. Scott Raynovich submits:
Cisco (CSCO) succeeded in generating an enormous amount of hype for today’s announcement of a new core router, and was able to raise the level of interest to a crescendo.
The bottom line is that this is an impressive and important upgrade of Cisco’s core router product, but it was not "revolutionary," as billed by Cisco and many press mavens. It is, in fact, an important upgrade in capacity to reinforce Cisco’s market position as the leader in core routing technology.
Cisco Financial Gauge Analysis for January 2010 Quarter
On March - 10 - 2010
Neil Carvin submits:
This post provides updated Cash Management, Growth, Profitability and Value metrics and our Financial Gauge scores for Cisco Systems (NASDAQ: CSCO). The metrics were calculated using data in Cisco’s financial reports, including the latest earnings announcement and the formal 10-Q report.
We have already examined the Income Statement for fiscal 2010’s second quarter, which ended 23 January 2010. Cisco Systems earned $0.30 per share, on a GAAP basis, in this quarter, up 23 percent from $0.26 in the second quarter of the previous year. On a non-GAAP basis, Cisco’s earnings rose from $0.32 to $0.40 per share.
Allot Communications: Company With Loads to Offer
On March - 10 - 2010
Shlomi Cohen submits:
I am adding to my portfolio an Israeli company that provides bandwidth management solutions, especially on cellular networks, Allot Communications (ALLT). At the same time, I am removing Incredimail (MAIL), after making a profit of 58% in nine months, and I do so just before the release of the fourth quarter results, probably this week, as the stock has shown continuous weakness since reaching a peak of almost $11 in the summer. I believe the weakness results from the share sales by one of the founders, Yaron Adler, who is no longer a director, and / or because of a large acquisition the company is about to make.
Allot provides solutions for managing loads with systems that do optimization through what is known in the professional jargon as DPI (deep packet inspection), which means monitoring the content on the networks and deciding on priorities and allocation of bandwidth to users according to the policies of the service provider. For example, the provider will prefer to allocate more bandwidth to a business customer, who pays a great deal of money, when he is conducting video conference calls over the IP network, and less to a user watching a clip on YouTube for pleasure via a smartphone.