Link to the Show / Show NotesShow focused on Cisco Systems' (Nasdaq: CSCO) recent positive earnings surprise leading to a negative market reaction. Host Derek Simon attempts to explain the downturn by analyzing the company's balance sheet, stock performance and other analysts' opinions. The broadcast includes commentary from Cisco CEO John Chambers, CNBC, as well as minor discussions of other companies such as AT&T (NYSE: T), Verizon (NYSE: VZ), Avaya (Nasdaq: AV), Juniper Networks (Nasdaq: JNPR), Nortel Networks (Nasdaq: NT), Riverbed Technology (Nasdaq: RVBD) and Aruba Networks (Nasdaq: ARUN).

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