Posts Tagged ‘CSCO’

Odds-Making: Is Brocade Really Bait For Dell? (BRCD, DELL, CSCO, HPQ)

Brocade Communications Systems, Inc. (NASDAQ: BRCD) is seeing a price and volume spike this morning after an analyst named Paul Mansky at Canaccord Genuity noted that Dell Inc. (NASDAQ: DELL) should acquire the company.  Our own take is that Brocade should have already been acquired, but here it remains an independent company and Cisco Systems [...]

Option Expiration’s Largest Open Interest Contracts (GE, MSFT, PFE, INTC, YHOO, CSCO, WFC, SPY, QQQQ, FXI, XLK, XHB)

Today marks the January 2011 options expiration date. There are many active options expiring, and the reason these are so large is because many are LEAPS rather than just normal monthly options.  The old rule of thumb is that options tend to drift toward their closest and most active options contract strike prices.  We identified [...]

Cisco Flakes On Confidence

Cisco Systems, Inc. (NASDAQ: CSCO) was down in pre-market trading as a result of weak guidance offered by the company.  At 8:35 AM EST is down 7.42% from $23.73 to $21.97, and has traded 876,856 shares, compared with the company’s average of 58,236,500 shares.  This drop comes during a 52-week trading range of $20.68 – [...]


Cisco Systems, Inc. (NASDAQ: CSCO) is trading up another 0.8% at $26.34 and challenging yesterday’s $26.36 52-week high.  At 8:26 AM EST we have seen over 900,000 shares trade hands ahead of the 11 AM announcement that will “forever change the internet.” UPDATE 9:11 up 0.7% at $26.32 on 2.4 million shares. China Armco Metals, [...]

Bullish Options Bias for Cisco (CSCO)

It is hard to use Cisco Systems Inc. (NASDAQ: CSCO) for an options-bias for many time periods in general, but that has not been the case today not the case this week.  After a weekend review and considering that most key technology companies have beat earnings and then sold off, it was almost shocking that [...]

2010 Actives Outlook: Options vs. Stock (AAPL, BAC, RIMM, XOM, PFE, CSCO, INTC, GLD, SLV)

2010 is here and we wanted to take a look at the largest catalyst for options volume and how it may translate into active stock trading for the January 2010 options expiration date.  In this matter we looked solely at the closest in-the-money and out-of-the-money call options that expire on January 15, 2010 because these [...]

RADVision Hit on Cisco-Tandberg (RVSN, CSCO)

RADVision Ltd. (NASDAQ: RVSN) is under pressure on fairly thin volume because it is pre-market.   As Cisco Systems (NASDAQ: CSCO) is juicing up the buyout offer to secure a Tandberg acquisition from a dissident group of minority-stake shareholders.   Tandberg is a further move to video for Cisco, yet Cisco is RADVision’s largest client for video.  [...]

RADVISION: Stock & Options Alert (RVSN, CSCO)

RADVISION Ltd. (NASDAQ: RVSN) is already trading higher this morning.  The company’s earnings yesterday morning were $0.13 non-GAAP EPS and $20.4 million in revenues versus Thomson Reuters figures.  And the guidance for Q4 was listed as $0.17 non-GAAP EPS and $21.5 million in revenues.  That guidance may be mixed, but it does not signal an [...]

Starent Volume Immediately Exponential on Buyout (STAR, CSCO)

Starent Networks, Corp. (NASDAQ: STAR), multimedia hardware/software player, is being acquired by Cisco Systems (NASDAQ: CSCO) for some $2.9 billion versus a $2.08 billion market cap based on Monday’s $29.03 closing price. The deal is an all-cash buyout and the buyout price is $35.00 per share in a deal which companies have approved and which [...]

Cisco Leads Volume Board (CSCO)

Cisco Systems Inc. (CSCO) is now down only 1.1% at $21.90 as of 8:20 AM EST on some 660,000 shares.  Last night’s report of $0.31 EPS and $8.5 billion in revenues exceeded forecasts.  Unfortunately the company gave light guidance and was not committed to growth unless things continue to improve in the economy.  As we [...]