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Saturday, November 16, 2013

Seasonality Face-Off: Cisco, EMC and IBM

I recently compared networking heavyweights Cisco (CSCO), EMC (EMC) and IBM (IBM) in an article for Seeking Alpha, which you can read here:  http://seekingalpha.com/article/1844592-better-buy-cisco-emc-or-ibm?v=1384630007&source=tracking_notify

However, I didn't include seasonality in the article.  Instead, I saved it for you here..so, here it is! 


P.S.  Here's a teaser for those who haven't read the article:

Better Buy: Cisco, EMC Or IBM?

In the bare knuckle battle for networking market share, none are bigger than Cisco (CSCO), EMC (EMC) and IBM (IBM). The dynamic shift from hardware to software to unified systems for securing, transmitting and capturing big data has presented opportunities and challenges for each. With the networking industry in the middle of an identity crisis, is one of these a better buy than the other?
Debating earnings
When it comes to big companies, the ability to translate revenue into earnings can have a big impact on investors' enthusiasm. After all, the ability to return money to shareholders is inherently tied to..