Guest: Eric Savitz, Barron’s Tech Trader digs deep into the Cisco (CSC) earnings and outlook. We talk about Apple (AAPL) , RIM (RIMM), Microsoft (MSFT) and many other tech names. Will Acme Packet (APKT) be a buyout target of Cisco’s cash pile? Andrew also opens up and responds to a few listener emails along with a discussion of the economy and markets.
Eric Savitz joined Barron’s as a feature writer in New York in 1988, after four years at the Dow Jones news wires. In 1995, he moved to California as the magazine’s first reporter in Silicon Valley, creating the Plugged In column.
Eric left Barron’s in 1998 to become executive editor of The Industry Standard. Eric rejoined Barron’s in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the print edition of Barron’s. Criticisms, comments and tips can be sent to: email@example.com
Cisco’s Earnings Cycle discussed in this episode
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