Investopedia: The Market's Panic On Cisco Seems Overdone

Over time you eventually get used to the idea that the market seldom looks past one or two quarters (except, of course, when it's conve...

Seeking Alpha: A Beat's A Beat, But Brocade Still Needs More Growth

Tuesday night had to be satisfying for Brocade ( BRCD ) shareholders. The stock has been strong over the past three months (up almost 40%...

Investopedia: If Alcatel Can Keep This Up, The Turnaround Can Work

These are still very early days, but if the second quarter is any sign, Alcatel-Lucent 's (NYSE: ALU ) latest restructuring efforts may...

Investopedia: Markets Playing Tetherball With F5 Networks

When I last wrote on F5 (Nasdaq: FFIV ) in early June , I still liked the prospects for the company and its shares, but I warned that it...

Investopedia: Is This The Turn For Check Point?

Waiting for the right time to jump into Check Point Software (Nasdaq: CHKP ) was a trying exercise as the company's product revenue gr...

Investopedia: Could Alcatel-Lucent's Restructuring Boost Ericsson Further?

At the risk of sounding like I'm looking to bash Alcatel-Lucent (NYSE: ALU ), I have been thinking more about the company's recent...

Investopedia: Finisar Perking Up On Datacom, With Telecom (Hopefully) On The Way

With Cisco (Nasdaq: CSCO ), Juniper (Nasdaq: JNPR ), and Ciena (Nasdaq: CIEN ) all having decent enough recent quarterly reports, things ...

Investopedia: With So Many Sluggish Markets, There's Little Jabil Can Do Now

Unfortunately for Jabil (NYSE: JBL ), there's really nothing that this manufacturing specialist can do about the uninspiring demand c...

Investopedia: Will A New Alcatel-Lucent Plan Lead To Better Results?

Stop me if you've heard this before – Alcatel-Lucent (NYSE: ALU ) has a bold plan to cut costs, refocus the business, and return the ...

Investopedia: Ciena And Carrier Spending - They're Baaa-aack

As much as I've thought (and written) that Ciena (Nasdaq: CIEN ) was a good way to play the eventual recovery in carrier spending, I ...

Investopedia: LSI Looks Too Cheap, But Only If You're A Believer

Investing nearly always calls for some leap of faith – Wall Street is a discounting mechanism, and that requires investors to try to peer i...

Investopedia: Riverbed Technology Waiting On Synergies And Performance Management Market

Companies deal with fading growth prospects in different ways. Some companies, like F5 (Nasdaq: FFIV ) try to use relatively small-scale M...

Investopedia: F5 Networks On Its Heels, But Hasn't Fallen Down Yet

There are only a handful of tech companies that aren't seeing significant pressure on their revenue growth these days, so in that resp...

Investopedia: Palo Alto's High Multiple And Slight Miss Prove To Be A Volatile Mix

Once again a relatively well-regarded tech growth company is going to pay the price for disappointing the Street. While Palo Alto Networks ...

Investopedia: Avago's Beat-And-Raise Speaks To A Strong Story

There aren't too many beat-and-raise earnings stories in the semiconductor space these days, so Avago 's (Nasdaq: AVGO ) fiscal sec...

Investopedia: NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

Tech is in the dumps. That's not really new or controversial, as even Cisco 's (Nasdaq: CSCO ) report was not all that strong in abs...

Investopedia: Brocade's Uncertain New Direction

As Brocade (Nasdaq: BRCD ) struggles to go anywhere, new management realizes that the company can't simply operate as it always has. ...

Investopedia: Frear Of Cisco Leads The Market To Abandon Aruba Networks

It was only nine days ago that investors were left speculating as to whether Aruba 's (Nasdaq: ARUN ) weak fiscal third quarter meant th...

Investopedia: Cisco Comes Through, But Times Are Still Tough

With so many negative earnings reports for the first quarter, expectations for Cisco 's (Nasdaq: CSCO ) quarter were pretty modest. As ...

Investopedia: After The Hurricane, Is It Safe To Visit Aruba Networks?

There's a pretty good rule of thumb that applies to swimming and diving – if you can't see the bottom, don't dive in -- and thi...