{"id":11443,"date":"2010-11-14T23:59:29","date_gmt":"2010-11-15T04:59:29","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=11443"},"modified":"2016-09-20T08:07:03","modified_gmt":"2016-09-20T12:07:03","slug":"tdi-podcast-187-barrons-savitz-does-cicsos-earnings-signal-a-market-top","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2010\/11\/14\/tdi-podcast-187-barrons-savitz-does-cicsos-earnings-signal-a-market-top\/","title":{"rendered":"TDI Podcast 187: Barron&#8217;s Savitz: Does Cisco&#8217;s Earnings Signal A Market Top?"},"content":{"rendered":"<p>Guest: Eric Savitz, Barron&#8217;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&#8217;s cash pile? Andrew also opens up and responds to a few listener emails along with a discussion of the economy and <!--more-->markets.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img decoding=\"async\" class=\"size-medium wp-image-257 aligncenter\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/itunes_subscribe-1.jpg\" alt=\"\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a> | <span style=\"color: #000000;\">LISTEN<\/span> <span style=\"color: #000000;\">@<\/span> <a title=\"Zune Subscribe\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000;\"> @<\/span> <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\">___<br \/>\n<\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/ad.doubleclick.net\/clk;229510694;53502525;e?http:\/\/www.gotomeeting.com\/fec\/\">Hold your meetings online for just $49\/mo.<br \/>\nTry<strong> GoToMeeting FREE<\/strong> for 30 days.<\/a><\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: left;\"><a title=\"Eric Savitz\" href=\"http:\/\/blogs.barrons.com\/techtraderdaily\/\" target=\"_blank\"><strong><strong> <\/strong><\/strong><\/a><strong><strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/esavitz100px.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1118 alignleft\" style=\"margin: 5px;\" title=\"esavitz100px\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/esavitz100px.jpg\" alt=\"\" width=\"100\" height=\"135\" \/><\/a><\/strong>Eric Savitz<\/strong> joined Barron\u2018s 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\u2018s first reporter in Silicon Valley, creating the Plugged In  column.<\/p>\n<p style=\"text-align: left;\">Eric left Barron\u2018s in 1998 to become executive editor of The  Industry Standard. Eric rejoined Barron\u2018s in Palo Alto in late 2001.  Eric also writes the weekly <a title=\"Eric Savitz\" href=\"http:\/\/blogs.barrons.com\/techtraderdaily\/\" target=\"_blank\"><strong>Tech Trader column<\/strong><\/a> in the print edition of Barron\u2018s. Criticisms, comments and tips can be sent to: techtraderdaily@barrons.com<\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">Cisco&#8217;s Earnings Cycle discussed in this episode<\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<p><strong><span style=\"color: #888888;\"><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/csco_sp500.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-11451\" title=\"csco_sp500\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/csco_sp500-610x500-1.jpg\" alt=\"\" width=\"610\" height=\"500\" \/><\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\">___<\/span><\/strong><\/p>\n<p><strong><span style=\"color: #888888;\"> <\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #003366;\"><strong>Looking to invest in The Disciplined Investor Managed Growth Strategy?<br \/>\nClick below for the 14-minute virtual tour&#8230;. <\/strong><\/span><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/TDIMG-3.jpg\" alt=\"\" width=\"212\" height=\"318\" \/><\/a><\/strong><\/p>\n<p style=\"text-align: center;\">\n<p><strong> <\/strong><\/p>\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_4318\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('4318','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=11443-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode187.mp3\">Download<\/a> (Duration: 1:17:16 &#8212; 40.6MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Guest: Eric Savitz, Barron&#8217;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&#8217;s cash pile? Andrew also opens up and responds to a few listener emails along with [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_4319\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('4319','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=11443-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode187.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode187.mp3\">Download<\/a> (Duration: 1:17:16 &#8212; 40.6MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,186,12,9,296],"tags":[481,276,482,297,484],"class_list":["post-11443","post","type-post","status-publish","format-standard","hentry","category-economy","category-marketmash","category-markets","category-podcasts","category-shownotes","tag-economy","tag-market","tag-podcasts","tag-show-notes","tag-technology","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/11443","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=11443"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/11443\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=11443"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=11443"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=11443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}