Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Markets & Finance

Morgan Stanley Keeps Neutral on Cisco

Morgan Stanley sees stabilization in Cisco Systems' (CSCO) North American enterprise market but maintains its neutral rating.

Analyst Chris Stix says recent data indicate that, while the North American enterprise networking market continues to be weak vs. last year, it appears to have stabilized, which is good news for Cisco.

Also, Stix thinks the Fed's third rate cut finally is having a positive impact on investor confidence, and should positively affect enterprise spending on IT infrastructure. While the improvement in the North American enterprise business is positive, it's only a third of the company's business: Cisco's service provider networking equipment business and international enterprise business (remaining 66%) still is weak. Stix maintains his neutral rating.

blog comments powered by Disqus