So far we have seen RAX report (stock down 17%) NTGR (down 9%) RVBD (down 20%) and JNPR (flat in a rising market)
Cisco (CSCO) is expected to report fiscal second quarter earnings on Wednesday, February 13th. The whisper number is $0.51, three cents ahead of the analysts' estimate.
Seems like every time John is on CNBC the stock goes down
Chambers in the past has been on CNBC the following morning, last quarter he came on prior to the CC and the stock FLEW higher.
Explain how all 3 of those companies you listed effect Cisco. Netgear is a Home Networking company, RAX is solely a cloud play. RVBD does 300 million in revenue a quarter.
Juniper is number #2 and the one to watch as a competitor, their outlook was not great but so so. The stock went up following their earnings and has been treading water since.