Wed, Apr 16, 2014, 7:33 AM EDT - U.S. Markets open in 1 hr 57 mins

Recent

% | $
Quotes you view appear here for quick access.

Cisco Systems, Inc. Message Board

  • frankf4u489 frankf4u489 Apr 24, 2013 3:07 AM Flag

    CSCO Competitor with Very Low Float, About to Skyrocket!

    CSCO's competitor in the pay-TV/video delivery software technology space Concurrent (CCUR) looks like it is about to skyrocket! CCUR has a video-on-demand (VOD) technology reach of 50mm households, even larger than CSCO's VOD reach! Their competitor Harmonic (HLIT) rose to a new 52-week high of $6.02 on Tuesday and afterhours reported a non-GAAP EPS loss of ($0.02) down $0.05 from a non-GAAP EPS profit of $0.03 in 2012. HLIT's trailing 12 month non-GAAP EPS fell from $0.25 down to $0.20 and HLIT afterhours was trading for $5.89 with a P/E of 29.45.

    HLIT's non-GAAP EPS declined $0.05 year-over-year but CCUR reports earnings on April 23rd and CCUR is expected to report GAAP EPS of $0.09 and non-GAAP EPS of $0.13 vs. GAAP EPS of $0.04 and non-GAAP EPS of $0.08 in 2012. CCUR's trailing 12 month non-GAAP EPS is expected to increase by $0.05 from $0.35 up to $0.40! CCUR could have double the trailing 12 month EPS of HLIT and CCUR closed Tuesday at only $6.77 per share! With HLIT trading at $5.89 after hours on Tuesday, CCUR could be ready to rally to double HLIT's share price and reach $11.78 per share!

    CCUR has only 8.72mm o/s, a market cap of $59.03mm, $24.6mm in cash, no debt, and a very low enterprise value of only $34.43mm or just 0.55X its trailing revenue of $62.59mm. CCUR has huge gross margins of 58.81%, which are 30.69% greater than HLIT's gross margins of 45%. HLIT has an enterprise value/revenue ratio of 0.93 and CCUR deserves a multiple that is 30.69% higher, which would give CCUR a ratio of 1.22 and value CCUR at $11.58 per share!

    HLIT just sold their low margin cable access business for $46mm in cash. It was breaking even with $52.9mm in revenue and sold for 0.87X revenue when it only had gross margins of 30%! CCUR's gross margins are nearly double and CCUR is about to report their 5th consecutive quarter of profitability! Even an enterprise value/revenue ratio of just 1 would value CCUR at $10 per share! CCUR could break $10 within the next two weeks!

 
CSCO
22.89+0.04(+0.18%)Apr 15 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.