Uncommon Wisdom:



July 19, 2011  6:26 PM

Cisco and IBM: A comparative tale of two companies

Posted by: Tom Nolle
Cisco, financials, IBM

A tale of two companies, and possibly an example of unfortunate timing as well. Cisco yesterday announced it was laying off 6,500 workers, and IBM announced it was raising its guidance after having...

July 16, 2010  2:24 AM

Google’s rising costs could limit broadband ventures

Posted by: Tom Nolle
Broadband, financials, Google

Google reported a good jump in earnings for the quarter but missed analyst estimates on earnings largely because of the stronger dollar versus the Euro; Google gets about 40% of its revenue from Eurozone activities. The...

February 4, 2010  2:10 PM

Chambers’ financial comments rosy, but will core market suffer?

Posted by: Tom Nolle
Cisco, core market, core routers, CRS-1, financials

Cisco reported its numbers, which were significantly better than estimates. Profit growth was significant, but it was the 8% revenue growth and rosy comments on the state of the recovery that made Chambers’ remarks on the call...


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