Arista Networks, Facebook Advance on Cisco

I recently attended the conference structure in 2015 in San Francisco, where we witnessed a wide range of information technology executives presentations largest providers of cloud computing and IT spenders.

Each year the conference focuses on emerging trends between the two titans of cloud computing and the largest IT spend, and the range of loudspeaker allows identification of these issues through a series of presentations by top the most important companies in cloud computing.

Software Defined Network (SDN) and cloud which remain a threat to Cisco Systems (ticker: CSCO) (nominal Under perform, target price of $ 22). With short-term slowdown in sales growth, we remain concerned about the long term when considering the impact of the SDN, threatening what remains to be the most profitable part of the IT stack. We believe that it will introduce competition in various points of the network and at the same time the impact will take time, the threat is very real, the dollars shrink gross profit for the entire network stack. We believe Facebook (FB) ambitions in networks and the rise of Arista Networks (ANET) are two distinct issues to deal with.

Arista (rated at Outperform, target price $ 90) is positioned to benefit from the public cloud transition. While the increase in domestic developments Facebook could pose a threat in the long term, the company is positioned to benefit disproportionately from growth Titans cloud with a silicon-based portfolio of commodities and a system of open and highly programmable operation, Arista EOS. This, along with the transition to 10 Gigabit Ethernet (GbE) and especially networking presents an opportunity for a history of secular and robust growth.

Although strategic work loads are likely to fall, the appeal of Amazon.com (AMZN) Web Services (AWS), Google (GOOGL) and Microsoft (MSFT) and affinity of the developers of these platforms platforms and potentially limits growth budgetary pressures in the International Business Machines (IBM) (nominal value of $ 125, Lower target price). Here we see the margin software and services a significant risk, our longstanding concerns lay because of the high equipment and attach the cannibalization of the transition to the cloud.

We believe that the secular impact of the cloud means that revenue growth for most of the traditional actors in the company remains difficult in terms of up and down. For Hewlett Packard Company (HPE) (rated at neutral, price target $ 19), we believe that it remains a headwind for much of the portfolio (storage servers, networks and services).

Is Cisco Systems Inc. the Best Growth-and-Income Stock in Tech?

Cisco 2016 Financial Results Q1 prosecutor. However, his agreement with over 3% drop the price action of esta written announcement from November 12 new investors were clearly less impressed.

The problem was the Cisco Leadership for the current quarter. Revenue growth 0% 2% GAAP (including non-recurring items) earnings per share in the low range $ 0.40 (compared to last year $ 0.46), n 'has not looked favorably . Millions estimate of $ 12.17 billion in sales of Cisco at the top in the quarter, $ 11,940,000,000 compared with last year has disappointed analysts Waiting $ 12.55 billion in revenue.

Why Cisco MERIT as a count of the best growth stocks INCOME AND Technologies? Precisely has caused anxiety Recent INVESTORS surrounds its future sales estimates and increase the potential benefits that Cisco bullish. Another factor is the emphasis placed by Cisco - the first results Impressive - in fast-growing markets, including the cloud, things Internet (IO), and Data Security.

Just the Facts

Control gastroesophageal have long way in boosting Exercise T1 Cisco. Both cost of sales and operating expenses reduced overall, it was even more because improved Overload Impact Management including Cisco came the Year has Increased income to year. Even better, the new CEO Chuck Robbins leave-ish in that clear More savings are to come.

Better control of costs C'era una main reason Cisco No GAAP (excluding nonrecurring items) Earnings per share climbed 9% have more despite a 3.6% increase "mere" Billing Business. No management vain tax Cisco has also a positive effect on gross margins, which improved to 62% from 60% of UN Ano ago. The more lean, the Cisco media are great, not talk to the guy working in his new Made Robbins load. But the interesting things is really put INVESTORS For Face the factors that will drive future growth for Cisco.

Forward

Three key aspects flat for the Future Cisco include success in the cloud, things Internet (IO), and the security of each of those rapidly growing markets require. In these key areas, Cisco has esta show some signs Beginning life.

Cisco Internet of Things (IoT) is delivered through OFFERS red An open solution, but others seem to have long time between red rival Oracle (NYSE: ORCL) They offer exclusive services. The problem is with a proprietary solution ensuring that products and services necessary for their different compatible IO Other scammers try. Assuming that the expected growth of the number of connected devices IoT embodiments - by some estimates 21 million Habra thousand closely "Things" installed in only five years - red An open from quickly become a necessity.

Cisco also announced several enhancements to its Product Portfolio IO On my What better a position in the category Provider of Software-as-a-Service. This is a good thing, too, because services is expected to IO for business Becoming a thousand para $ 235 million next year and the sales income overcome every year with the succeeding unit.

Cisco is even further cloud: Extra efforts. The Fastest Growing Unit last one fourth of the division from the center of IT Cisco which increased a whopping 24% was $ 859 million. What does Centers sales data for investors Critics Tan? Improvement is largely DUE needs of the storage solutions Majority Of Firms, thanks to the continued evolution Cloud Hosting.

Need for analysis to develop concrete results Associate these data if you feel in the cloud is another area of ​​rapid growth. Luck is wanted Improvement is another Cisco has made its offer end cloud.

Unlike Oracle, software known as Combined shared $ 611 million in sales and cloud infrastructure last quarter, Cisco is not as open Do About Data Center cloud security specifies the direction for software and income. However, Robbins It included improved activity key Q1 As cloud Cisco has strong presence.

Cisco is the best opportunity and the income growth in technology? ie difficult, and because the companies are Microsoft's Advanced Transition has its cloud and related markets. However, for investors have patients who are willing to give Cisco some time to continue its growth cloud, IO, the Security and related businesses, they do not appreciate nearly 2% dividend yield of the company and the event as Negotiation Do a Least 11 times future earnings, alternative Cisco An Economic Growth and Income has a good look and larga're long term.

High Something just happened

I do not know about you, but I always care WHEN pay one of the best investors in the world growth Da A tip me Securities. Motley Fool co-founder David Gardner (whose ballot Growth Securities was ranked No. 1 in the world is the Wall Street Journal) * brother and Motley Fool CEO Tom Gardner, has a meet new recommendations copy available Marca on Friday. Together, they have tripled the performance of the Market Over 12 years. And time, so that's not all, the stock Choice of history and Tom David Peña It demonstrates that Get in Early ideas.

200-120 Exam Question No 31

Question No 31:

Which two commands can be used to verify a trunk link configuration status on a given Cisco switch
interface? (Choose two.)

A. Show interface trunk
B. Show interface interface
C. Show ip interface brief
D. Show interface vlan
E. Show interface switchport

Answer: A, E

Cisco Reports Strong 3rd Quarter

Company has revenue of $12.7 billion and earned 59 cents per share:

Cisco (NASDAQ: CSCO) announced its first quarter 2016 earnings on November 12, the leading provider of communications equipment for the technology sector showed revenues of $ 12.7 billion and earnings per share 59 cents for the quarter. Both revenue and EPS beat average analyst estimate for the quarter; But in comments profits, the company announced a slowdown in the pace of orders for the second quarter.

Cisco is the world leader in equipment and services for eight major sectors covering the whole spectrum of media communications services. For the first quarter, the company recorded a total revenue growth of 4% compared to the same quarter in adjusted EPS growth of 9%. Data center and collaboration reported the highest rates of growth in the first quarter data center increased by 24% and the collaboration of 17%.

In the first quarter of managing feedback, it revised downward their forecasts for the second quarter, citing a slower pace of global command macroeconomic headwinds as a key factor in the short term. For the second quarter, it now expects growth to be comparable quarterly revenue in the range of 0% to 2%, with adjusted EPS of 53 cents to 55 cents. This is lower than previous market consensus of 5.1% growth in sales and 56 cents EPS.

Despite slowing growth in the order, Cisco continued to capitalize on market opportunities for expansion in the first quarter, while at the same time realize the main gross margin levels for the industry. In the first quarter, Cisco completed three acquisitions adding OpenDNS for security software and services and Pawaa MaintenanceNet. In the recent announcements of the company also announced agreements with one acquisition Mainstream, Lancope Inc., Rake and ParStream. 1 Mainstream be integrated into the service provider Cisco business video. Rake Lancope and Cisco will add to the security of supply. ParStream with data analysis capabilities large, it will add to the amount of business software in the service of Cisco.

Growing from income generation and improved acquisition integrations, the company continues to maintain gross margins in the industry. For the first quarter, non-GAAP gross margin was 63.2%. The gross margin remains competitive with its peers in the technology industry with Microsoft (NASDAQ: MSFT) reported an overall gross margin of 65% and current Intel (NASDAQ: INTC) reported gross margin of 63%.

Overall, despite a slight slowdown in orders, Cisco reported strong results for the first quarter of 2016. The reputation of the company brand and market innovation remain key factors of growth factors of total revenues business for the company. Meanwhile, its aggressive acquisition strategy also continues to help take advantage of expansion opportunities in key markets value.

In discussions with CNBC following the earnings report the company, Chuck Robbins, CEO of Cisco, provides details on the results of the company's earnings and growth strategies.

200-120 Exam Question No 30

Question No 30:

Which two states are the port states when RSTP has converged? (Choose two.)

A. Discarding
B. Listening
C. Learning
D. Forwarding
E. Disabled

Answer: A, D

Shares of Cisco Systems, Inc. (NASDAQ:CSCO) Sees Large Outflow of Money

Shares of Cisco Systems, Inc. (NASDAQ: CSCO) is raised to $ 28.45. The price had gained 0.07%, or 0.02 points intraday. The last trading session witnessed by $ 31,930,000 and $ 40,080,000 in downticks rallies, net cash flows resulting from (-8.15) million. The up / down to the rate stood at 0.8 days.

On a weekly basis, the price has experienced a change of -1.39%. According to trade data, it was revealed that a transaction block of negative money flows in $ value (- 10.56) million occurred during the day. $ 0.28 million to $ 10.84 million in slightly downtick were the highlight of the block transaction that had a low proportion of high-0.03 /.

Cisco Systems, Inc. (NASDAQ: CSCO) fell by 1.39% during last week, however, the overall picture remains very optimistic; stocks posted positive gains of 1.93% in the last four weeks. The shares, however, are negative with respect to the S & P 500 over the past week with a loss of 2.32%. Cisco Systems, Inc. (NASDAQ: CSCO)

underperformed the index 2.16% in the last four weeks. Investors should monitor signals and other exchanges with caution.On a different note, the company disclosed the insider buying and selling activities on the Stock Exchange, the director of Cisco Systems, Inc., John L Hennessy sold 15,000 shares at $ 29 on

Oct. 22, 2015. The Insider sales transaction had a total value of $ 435,000 worth. The information was disclosed Insider with the Securities and Exchange Commission in a filing Form 4.

Many analysts have commented on the rating of the company. Barclays initiates coverage at Cisco Systems, Inc. (NASDAQ: CSCO). Global Brokerage announces major current target of $ 32 per share. Barclays analysts have a current rating of overweight in equities. Note Office published October 14, 2015.

Cisco Systems, Inc. (NASDAQ: CSCO): Friday increased volatility witnessed Cisco Systems, Inc. (NASDAQ: CSCO), which led to fluctuations in the share price. The stock opened at $ 28.31 and negotiating $ 28.55 hit in the head, eventually ending the session at $ 28.45, a gain of 0.07% or 0.02 points. The increased volatility saw trading volume of 26,107,573 shares jump. The 52-week share price is $ 30.31 and the company has a market cap of $ 994,143 million. The 52-week low stock price is $ 23.03.

Cisco Systems, Inc. (NASDAQ: CSCO) Tell least $ 31.52 per share consensus of 22 analysts. However, if the road becomes fragile, the stock may fall below $ 17 per share. The highest estimate of $ 36 price target analysts.

Cisco Systems, Inc. (Cisco) designs, manufactures and sells Internet protocol (IP) based products and related communications industry and information technology (IT) network services. The company also provides services associated with these products and their use and also provides products and services for transporting data, voice and video traffic across intranets, extranets and the Internet. The company operates in three segments Companys: the Americas; Europe, Middle East and Africa (EMEA) and Asia-Pacific, Japan and China (APJC). Enterprise groups its products and technologies in the following categories: switching, next generation network (NGN) routing, service provider video, collaboration, data center, wireless, security, and other products. These products, primarily integrated by Cisco IOS software, geographically dispersed local area networks (LAN) link, metropolitan area networks (MAN) and wide area networks (WAN).

200-120 Exam Question No 29

Question No 29:

Which of the following are benefits of VLANs? (Choose three.)?

A. They increase the size of collision domains.
B. They allow logical grouping of users by function.
C. They can enhance network security.
D. They increase the size of broadcast domains while decreasing the number of collision domains.
E. They increase the number of broadcast domains while decreasing the size of the broadcast domains.
F. They simplify switch administration.

Answer: B. C, E

Oracle, HP, Cisco embrace the cloud

SAN JOSE, California (TNS) -. A cloud of Internet crowd is wrapping some of the legendary Silicon Valley companies, forcing a revolution in the way they did business for decades.

In what some would say is a belated recognition that the cloud is the future of computing, the venerable Valley businesses as Hewlett-Packard, Oracle and Cisco Systems are struggling to build data centers to launch new lines of business to create services cloud and convert software supplied on a software box that is rented on the Internet.

"Senior management, the Board and investors see this giant iceberg that comes to them," said Patrick Moorhead of Moor Insights and Strategy. "It is not a trivial task to make a request of their own people age 10 and moves it to the cloud."

But there is another option - a change from the traditional networks internally companies faster, cheaper centers accessible data through Internet is changing the business model of information technology and to create a market Cloud $ 235.1 billion in 2017, according to research firm IHS."There is a radical change in what most customers are looking for," said Hewlett-Packard CEO Meg Whitman analysts in September. "Our customers are in a period of transformation and transition seen only once every 10-15 years in this industry."

Next month, HP will split into two companies, one of them - Hewlett Packard Company - will be managed by Whitman and focus on business services, big data, mobile computing public and hybrid and private cloud.The new HP is the result of a "journey" of four years, the company began in 2011, 

Whitman said.
 
"We were in danger of falling behind in the technology sector began a plate tectonic shift in what we call the new style of computing driven by cloud, big data, security and mobility," she dit-. The full extent cloud HP revenue will be about $ 3 billion, a growth of 20 percent for the coming years, he added.

In further evidence of the changing market, Dell announced this month it bought storage company EMC data in a merger $ 67 billion that is driven in part by the pressure on the two companies' mobile computing and cloud with Michael Dell citing "the need to enter this new era" in an interview with CNBC

Nowhere conversion to the more striking than Oracle, traditionally sold software and hardware companies to operate their own data centers cloud.

Oracle founder Larry Ellison is renowned for rejecting the cloud as little more than the latest in computer mode.

"I do not know what everyone is talking about," he told financial analysts in 2008. "It's a really complete gibberish. When idiocy going to stop?"That was then. The giant software company has just completed three years of construction of data centers worldwide as co-CEO Safra Catz called "this very rapid transition see who you really are the backbone of this fiscal year."

"This is one of the most important changes in the history of the company," said Shawn Price, senior vice president of Oracle, speaking by telephone from Sao Paolo, Brazil, where Oracle opened a new data center. Price was hired away from SAP last year to run the cloud strategy and marketing at Oracle."The future is here and now. We bother. We say that a lot of companies are trying to solve, can not solve the principle" with its own data center operation, Price said. "We say, 'Let's run for you."Oracle deploys its cloud services in 19 data centers in 14 different countries over 90 times increase in data center capacity, Ellison told analysts on a conference call in September on its results for the first quarter of society.

"In the last three years, we have been in the cloud of our start-up business," Ellison said, sounding like a true believer. Oracle has installed more than 40,000 physical devices, virtual machines and 100,000 over 8 petabytes of storage, he said. "We now have in place the physical infrastructure to significantly expand our customers from the central cloud.""It has changed a lot in two years," said David Bartoletti, cloud and Management Analyst at Forrester Research. "I think it was a natural reaction. When you're a big software company whose income depends quotas and licenses, the cloud looks very scary."For many businesses, the public cloud is one way to save on the cost of operating your own data operation. No need to buy expensive server computers, it is not necessary to buy and upgrade software, and should not maintain the system.

"Companies see it as a cost of wells where the money is going to die," said Carl Brooks 451 Research."You have an IT department to do the double last year and no budget to do it. The only way to resolve it is to seek external economies. Amazon for $ 1 is twice as much as I can. I do the same Amazon takes 17 cents on top, and said: "We will be there when you need us." You must not break any ground, dig holes or build a building All companies, faced with this extreme pressure to increase capacity. (data) without increasing the budget, look out. "

The cloud has another great advantage, in addition to cost savings: speed. For example, Softlayer, acquired by IBM, can build a data center for a client and start working in a couple of days, analysts said.Cisco Systems, which sells network equipment for corporate clients, announced an investment of billions of dollars in "cloud infrastructure" Two years ago, and "continue to make investments in engineering and procurement transform other parts of its portfolio in the age of the cloud, "said a spokesman."In many ways, Cisco will be a strong supplier for all who build and manage clouds," Bartoletti said. "Everything will depend on the solid rock in an entire network."

But Cisco faces headwinds that large cloud computing companies, Facebook, Google and Amazon, to develop their own network hardware.

"Companies are trying to reduce their investments in internal hardware, and the cloud is very attractive," said Jack Gold of J. Gold Associates. "They should not go out and buy a lot of servers and Cisco routers."Another company of antiquity, the chip maker Intel, seems to win no matter what, since almost everyone uses chips it does for data center servers. But even Intel is jumping on the cloud. An initiative will be announced in July to help companies implement "hybrid" public and private cloud.

"We all like the clouds," said Intel spokesman Mark O. Miller. "We do not have to pick winners."