Wednesday, November 08, 2006

 

How to Play CSCO's Earnings Tonight

Via Briefing:


 CSCO Cisco Systems: Derivative plays to watch on CSCO earnings (25.32 +0.48) -Update-

Ahead of CSCO's earnings report after the close today (see 14:04 comment for preview), we wanted to highlight some companies that have exposure to CSCO, and could see a reaction to the results: In the optical space, we note that OCPI generated 15% of FY05 revs from CSCO, while recent IPO OPTM received 20% of revs from Cisco/SFA... MSPD, which makes components for network infrastructure equipment, said Cisco accounted for approximately 22% of FY05 revs... BRCM noted CSCO was a 10% customer in Q3... Subsystems maker SMOD previously disclosed that CSCO accounted for 14% of FY06 revs... NETL, which sells processors, said CSCO accounted for 74% of 2005 revs... Semiconductor co IDTI noted CSCO represented between 21-24% of revenues in fiscal 2006... Storage network co QLGC sells to CSCO... E.M.S. (electronic manufacturing services) co CLS noted CSCO was one of the co's two largest customers in 2005, with 10%+ of revs coming from CSCO; E.M.S. co JBL said CSCO is one of the co's top 4 customers, but represented less than 10% of 2005 revs (CSCO represented 12% of 2004 revs); and E.M.S. co SLR noted CSCO is its largest customer, representing more than 10% of revs in 2005... Competitor FFIV can also react to CSCO results.

# posted by Broker A @ 2:54 PM
Comments:
That list should include arrs.
# posted by Anonymous Anonymous : 3:02 PM
 
Which is your favorite? do you like mspd?
# posted by Blogger Ragin' Cajun : 3:06 PM
 
I like long CSCO-- short BRCM.
# posted by Blogger Broker A : 3:10 PM
 
Broker,
What do you think about FNSR into CSCO earnings?
# posted by Anonymous Anonymous : 3:12 PM
 
Although I feel CSCO may post a good number. I am worried about their capex.

No dice on FNSR.

I'd rather play it hedged.
# posted by Blogger Broker A : 3:14 PM
 
off topic. ccc is working out good. whats your thoughts on it now?
# posted by Blogger Ragin' Cajun : 3:21 PM
 
Love it.

$6 next.
# posted by Blogger Broker A : 3:23 PM
 
CCC is sticking around the high 4's. What do you think will push it to $6?

Thoughts on ERS, ahead of earnings next week?
# posted by Anonymous Anonymous : 4:16 PM
 
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