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Matt Diehl Thursday December 8, 2011

Matt Diehl Thursday December 8, 2011. Business Overview. High-performance networking company Sells products and services that provide network infrastructure Routing and switching products Protect the network, enhance bandwidth, and speeds up applications. Fundamentals. Fundamentals.

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Matt Diehl Thursday December 8, 2011

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  1. Matt Diehl Thursday December 8, 2011

  2. Business Overview • High-performance networking company • Sells products and services that provide network infrastructure • Routing and switching products • Protect the network, enhance bandwidth, and speeds up applications

  3. Fundamentals

  4. Fundamentals

  5. SWOT (Strengths) • Gained market share largely at the expense of Cisco • One of the few financially healthy telecom vendors • Strong growth and new technology over the next few years

  6. SWOT (Threats) • Competition with Cisco • Asian vendors • Alcatel-Lucent (ALU), Huawei • Riverbed Technology (RVBD)

  7. SWOT (Weaknesses) • Weak carrier demand • Macroeconomic issues • If new products don’t sell

  8. Fair Value • Current Price: $21.31 • 52 Week Range: $16.67-$45.01 • Fair Value: $30.00 • Consider Buy: $21.00 • Consider Sell: $40.50 • 4 star Morningstar rating

  9. YTD Chart

  10. Checklist

  11. Recommendation • Buy • 100 shares • Take advantage of beat down of price • Price under the fair value and at the buying recommendation

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