NDS Acquisition: Cisco’s Second Chance?

Last week, Cisco announced it was planning to acquire NDS for $5Bn, its biggest acquisition since Tandberg in 2009.  It’s tempting to imagine that if Cisco had acquired NDS rather than Scientific Atlanta in 2006, it would be a lot further along with its Videoscape vision and strategy than it is today.  So will this [...]

Cisco By The Numbers

Cisco Systems Inc (CSCO) has been in the headlines recently since they announced their FY10 results on 11th August. The markets reacted badly to comments that Cisco were seeing signs the recovery may be slowing down, triggering a 10% drop in share price and a general market sell-off.  Despite this reaction, Cisco’s fundamentals [...]