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<item><link>http://www.alacrastore.com/storecontent/ccbn/T1936100</link><guid isPermaLink="false">ccbn/T1936100</guid><ccbn:index_mode xmlns:ccbn="http://www.alacra.com/ccbn">norm</ccbn:index_mode><description>... - Citigroup -  AnalystPaul Mansky with Citi Investment Research. Welcome to the ##th Annual Global Technology Conference. Up next it is my pleasure  to introduce Cisco Systems. Presenting from the Company is Mr. Jonathan Chadwick to my right here, Senior Vice President and Controller. Jonathan is in charge of a #### person team that manages external reporting, compliance, procurement, global processes et cetera. He also has an EE degree so we can talk a little bit about technology as well. The format today is going to be a fireside chat. I will make sure we leave some room for some and Q&amp;A. And as always, a breakout session will be immediately followed in the Gibson Suite. With that said, Jonathan, over the last year or two we have seen an inordinate number of new products come out of Cisco spanning datacenter, edge, mobility. Can you talk about the process of internal innovation here, how you think about the product cycle, where we are in the product cycle and talk a little bit about...

</description><pubDate>9/3/2008 4:04:52 PM</pubDate><ccbn:name xmlns:ccbn="http://www.alacra.com/ccbn">Cisco Systems</ccbn:name><ccbn:price xmlns:ccbn="http://www.alacra.com/ccbn">106.0000</ccbn:price><ccbn:revision xmlns:ccbn="http://www.alacra.com/ccbn">Final</ccbn:revision><ccbn:storetitle xmlns:ccbn="http://www.alacra.com/ccbn">Cisco Systems at Citigroup Global Technology Conference Transcript</ccbn:storetitle><ccbn:ticker xmlns:ccbn="http://www.alacra.com/ccbn">CSCO</ccbn:ticker><ccbn:time xmlns:ccbn="http://www.alacra.com/ccbn">6:15am PT</ccbn:time><title>Cisco Systems at Citigroup Global Technology Conference Transcript</title><ccbn:type xmlns:ccbn="http://www.alacra.com/ccbn">Transcript</ccbn:type><ccbn:docid xmlns:ccbn="http://www.alacra.com/ccbn">T1936100</ccbn:docid><category>Credit &amp; Investment Research</category><alacra:ip>Thomson Street Events</alacra:ip></item><item><link>http://www.alacrastore.com/storecontent/newstex/MW-0001-27822062</link><guid isPermaLink="false">newstex/MW-0001-27822062</guid><newstex:index_mode xmlns:newstex="http://www.alacra.com/newstex">xml</newstex:index_mode><description> BANGALORE, INDIA, Sep. #, #### (Marketwire delivered by Newstex) -- BANGALORE, INDIA -- (Marketwire) -- ##/##/## --  Cisco SystemsAÂ® (NASDAQ: CSCO) today announced that Sify (NASDAQ: SIFY), a pioneer and leader in data telecom and Internet...</description><newstex:cat xmlns:newstex="http://www.alacra.com/newstex">04000000</newstex:cat><newstex:cat xmlns:newstex="http://www.alacra.com/newstex">04018000</newstex:cat><newstex:cat xmlns:newstex="http://www.alacra.com/newstex">04003000</newstex:cat><newstex:cat xmlns:newstex="http://www.alacra.com/newstex">04003007</newstex:cat><pubDate>9/2/2008 6:21:03 AM</pubDate><newstex:event xmlns:newstex="http://www.alacra.com/newstex">18000000</newstex:event><newstex:event xmlns:newstex="http://www.alacra.com/newstex">18022000</newstex:event><newstex:geo xmlns:newstex="http://www.alacra.com/newstex">19000000</newstex:geo><newstex:geo xmlns:newstex="http://www.alacra.com/newstex">19002000</newstex:geo><newstex:geo xmlns:newstex="http://www.alacra.com/newstex">19002004</newstex:geo><newstex:Publication xmlns:newstex="http://www.alacra.com/newstex">Marketwire</newstex:Publication><title>Sify Selects Cisco to Pioneer IP - NGN Adoption in India</title><newstex:docid xmlns:newstex="http://www.alacra.com/newstex">MW-0001-27822062</newstex:docid><newstex:index_entry_company xmlns:newstex="http://www.alacra.com/newstex">CISCO SYSTEMS INC</newstex:index_entry_company><newstex:index_entry_ticker xmlns:newstex="http://www.alacra.com/newstex">CSCO</newstex:index_entry_ticker><category>News</category><alacra:ip>Newstex</alacra:ip></item><item><link>http://www.alacrastore.com/storecontent/cs/73616</link><guid isPermaLink="false">cs/73616</guid><cs:index_mode xmlns:cs="http://www.alacra.com/cs">norm</cs:index_mode><description> Telecom &amp; Suppliers Monthly Summary: September #### We review key themes published in August.

We examine the relative value of CDS in the telecom carrier and technology spaces.

We summarize our views on companies within our coverage....</description><cs:csid xmlns:cs="http://www.alacra.com/cs">73616</cs:csid><title>Telecom &amp; Suppliers Monthly Summary: September 2008</title><cs:wcnum xmlns:cs="http://www.alacra.com/cs">1561</cs:wcnum><cs:ft xmlns:cs="http://www.alacra.com/cs">Yes</cs:ft><cs:wc xmlns:cs="http://www.alacra.com/cs">D</cs:wc><cs:type xmlns:cs="http://www.alacra.com/cs">0</cs:type><cs:typew xmlns:cs="http://www.alacra.com/cs">Article</cs:typew><cs:company xmlns:cs="http://www.alacra.com/cs">795</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">218</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">51</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">776</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">2119</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">765</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">317</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">489</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">1964</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">313</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">1641</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">986</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">1271</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">214</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">2070</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">634</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">50</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">1162</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">726</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">2082</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">223</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">5</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">224</cs:company><cs:company xmlns:cs="http://www.alacra.com/cs">2061</cs:company><cs:DS xmlns:cs="http://www.alacra.com/cs">corp</cs:DS><cs:DS xmlns:cs="http://www.alacra.com/cs">hy</cs:DS><cs:industry xmlns:cs="http://www.alacra.com/cs">18</cs:industry><cs:industry xmlns:cs="http://www.alacra.com/cs">19</cs:industry><cs:cstopic xmlns:cs="http://www.alacra.com/cs">42</cs:cstopic><cs:tw xmlns:cs="http://www.alacra.com/cs">High Yield</cs:tw><cs:cstopic xmlns:cs="http://www.alacra.com/cs">82</cs:cstopic><cs:tw xmlns:cs="http://www.alacra.com/cs">Telecom &amp; Suppliers Monthly Summary</cs:tw><pubDate>9/1/2008 11:06:44 PM</pubDate><cs:price xmlns:cs="http://www.alacra.com/cs">150</cs:price><cs:abstract xmlns:cs="http://www.alacra.com/cs">We summarize our investment theses for companies under our coverage. In addition, we summarize and highlight changes and key points in research published in the month of August.</cs:abstract><cs:docid xmlns:cs="http://www.alacra.com/cs">73616</cs:docid><category>Credit &amp; Investment Research</category><alacra:ip>CreditSights</alacra:ip></item><item><title>Cisco Systems Inc acquires PostPath Inc (pending)</title><description>US - Cisco Systems Inc definitively agreed to acquire all the outstanding stock of PostPath Inc, a developer of email and calendaring software, for an estimated $###m mil. 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03</sdc:value></sdc:fiscal_FISCAL4><sdc:fiscal_RATE><sdc:value>1.00000</sdc:value></sdc:fiscal_RATE><sdc:g_SEQ><sdc:value sdc:p="0">1.00000</sdc:value><sdc:value sdc:p="1">2.00000</sdc:value><sdc:value sdc:p="2">3.00000</sdc:value><sdc:value sdc:p="3">4.00000</sdc:value><sdc:value sdc:p="4">5.00000</sdc:value><sdc:value sdc:p="5">6.00000</sdc:value><sdc:value sdc:p="6">7.00000</sdc:value><sdc:value sdc:p="7">8.00000</sdc:value><sdc:value sdc:p="8">9.00000</sdc:value><sdc:value sdc:p="9">10.00000</sdc:value><sdc:value sdc:p="10">11.00000</sdc:value><sdc:value sdc:p="11">12.00000</sdc:value><sdc:value sdc:p="12">13.00000</sdc:value><sdc:value sdc:p="13">14.00000</sdc:value><sdc:value sdc:p="14">15.00000</sdc:value><sdc:value sdc:p="15">16.00000</sdc:value><sdc:value sdc:p="16">17.00000</sdc:value><sdc:value sdc:p="17">18.00000</sdc:value><sdc:value sdc:p="18">19.00000</sdc:value><sdc:value sdc:p="19">20.00000</sdc:value><sdc:value sdc:p="20">21.00000</sdc:value><sdc:value sdc:p="21">22.00000</sdc:value><sdc:value sdc:p="22">23.00000</sdc:value><sdc:value sdc:p="23">24.00000</sdc:value><sdc:value sdc:p="24">25.00000</sdc:value><sdc:value sdc:p="25">26.00000</sdc:value><sdc:value sdc:p="26">27.00000</sdc:value><sdc:value sdc:p="27">28.00000</sdc:value><sdc:value sdc:p="28">29.00000</sdc:value></sdc:g_SEQ><sdc:g_TEST><sdc:value sdc:p="0">Cisco Systems Inc, located in</sdc:value><sdc:value sdc:p="1">San Jose, California,</sdc:value><sdc:value sdc:p="2">manufactures and wholesales</sdc:value><sdc:value sdc:p="3">networking and communications</sdc:value><sdc:value sdc:p="4">products with specialization</sdc:value><sdc:value sdc:p="5">in education, government and</sdc:value><sdc:value sdc:p="6">home communications. The</sdc:value><sdc:value sdc:p="7">company provides services</sdc:value><sdc:value sdc:p="8">related to this equipment and</sdc:value><sdc:value sdc:p="9">its use, offering a wide range</sdc:value><sdc:value sdc:p="10">of products for transporting</sdc:value><sdc:value sdc:p="11">data, voice and video within</sdc:value><sdc:value sdc:p="12">buildings, across the campuses</sdc:value><sdc:value sdc:p="13">and around the world. The</sdc:value><sdc:value sdc:p="14">company also develops</sdc:value><sdc:value sdc:p="15">communication software. The</sdc:value><sdc:value sdc:p="16">products of the Group include</sdc:value><sdc:value sdc:p="17">modems, Routing technology,</sdc:value><sdc:value sdc:p="18">switching technology, IP phone</sdc:value><sdc:value sdc:p="19">and communication devices, and</sdc:value><sdc:value sdc:p="20">network management software.</sdc:value><sdc:value sdc:p="21">The company operates in the</sdc:value><sdc:value sdc:p="22">United States, Canada,</sdc:value><sdc:value sdc:p="23">European Markets, Eastern</sdc:value><sdc:value sdc:p="24">Europe, Latin America, the</sdc:value><sdc:value sdc:p="25">Middle East and Africa,</sdc:value><sdc:value sdc:p="26">Russia, Asia Pacific and</sdc:value><sdc:value sdc:p="27">Japan. The company was founded</sdc:value><sdc:value sdc:p="28">in 1984.</sdc:value></sdc:g_TEST><sdc:g_business><sdc:value sdc:p="0">Cisco Systems Inc, located in San Jose, California,</sdc:value><sdc:value sdc:p="1">manufactures and wholesales networking and communications</sdc:value><sdc:value sdc:p="2">products with specialization in education, government and</sdc:value><sdc:value sdc:p="3">home communications. The company provides services related</sdc:value><sdc:value sdc:p="4">to this equipment and its use, offering a wide range of</sdc:value><sdc:value sdc:p="5">products for transporting data, voice and video within</sdc:value><sdc:value sdc:p="6">buildings, across the campuses and around the world. The</sdc:value><sdc:value sdc:p="7">company also develops communication software. The products</sdc:value><sdc:value sdc:p="8">of the Group include modems, Routing technology, switching</sdc:value><sdc:value sdc:p="9">technology, IP phone and communication devices, and network</sdc:value><sdc:value sdc:p="10">management software. The company operates in the United</sdc:value><sdc:value sdc:p="11">States, Canada, European Markets, Eastern Europe, Latin</sdc:value><sdc:value sdc:p="12">America, the Middle East and Africa, Russia, Asia Pacific</sdc:value><sdc:value sdc:p="13">and Japan. The company was founded in 1984.</sdc:value></sdc:g_business><sdc:g_business1><sdc:value>Cisco Systems Inc, located in San Jose, California, manufactures and wholesales networking and communications products with specialization in education, government and home communications. The company provides services related to this equipment and its use, offering a wide range of products for transporting data, voice and video within buildings, across the campuses and around the world. The company also develops communication software. The products of the Group include modems, Routing technology, switching technology, IP phone and communication devices, and network management software. The company operates in the United States, Canada, European Markets, Eastern Europe, Latin America, the Middle East and Africa, Russia, Asia Pacific and Japan. 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The company's products include</sdc:value><sdc:value sdc:p="3">The PostPath Server, a Linux-based enterprise-email and</sdc:value><sdc:value sdc:p="4">collaboration server, which provide live and incremental</sdc:value><sdc:value sdc:p="5">backup and granular restore. It was founded in December</sdc:value><sdc:value sdc:p="6">2003.</sdc:value></sdc:h_business><sdc:h_business1><sdc:value>PostPath Inc, located in Mountain View, California, develops email and calendaring software for corporate messaging and collaboration environments. The company's products include The PostPath Server, a Linux-based enterprise-email and collaboration server, which provide live and incremental backup and granular restore. 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Cisco Systems Inc</sdc:value><sdc:value sdc:p="1">definitively agreed to acquire</sdc:value><sdc:value sdc:p="2">all the outstanding stock of</sdc:value><sdc:value sdc:p="3">PostPath Inc, a developer of</sdc:value><sdc:value sdc:p="4">email and calendaring</sdc:value><sdc:value sdc:p="5">software, for an estimated</sdc:value><sdc:value sdc:p="6">$215m mil. The transaction was</sdc:value><sdc:value sdc:p="7">subject to customary closing</sdc:value><sdc:value sdc:p="8">conditions.</sdc:value></sdc:n_SYNOPSIS><sdc:n_synopsis2><sdc:value>US - Cisco Systems Inc definitively agreed to acquire all the outstanding stock of PostPath Inc, a developer of email and calendaring software, for an estimated $215m mil. The transaction was subject to customary closing conditions.</sdc:value></sdc:n_synopsis2><sdc:n_synopsis3><sdc:value sdc:p="0">US - Cisco Systems Inc definitively agreed to acquire all the outstanding stock of</sdc:value><sdc:value sdc:p="1">PostPath Inc, a developer of email and calendaring software, for an estimated $215m mil.</sdc:value><sdc:value sdc:p="2">The transaction was subject to customary closing conditions.</sdc:value></sdc:n_synopsis3><sdc:n_synopsis4><sdc:value sdc:p="0">US - Cisco Systems Inc definitively agreed to acquire all the outstanding stock of PostPath Inc, a developer of email and calendaring software, for an estimated $215m mil. 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However, the guidance and commentary again paintedÂ a glass-half empty/glass half full picture. 

While the FY #Q## revenue guidance represents continued...</description><cs:csid xmlns:cs="http://www.alacra.com/cs">72769</cs:csid><title>Cisco FY 4Q08: "Mixed Signals" In the Marketplace</title><cs:wcnum xmlns:cs="http://www.alacra.com/cs">975</cs:wcnum><cs:ft xmlns:cs="http://www.alacra.com/cs">Yes</cs:ft><cs:wc xmlns:cs="http://www.alacra.com/cs">C</cs:wc><cs:type xmlns:cs="http://www.alacra.com/cs">0</cs:type><cs:typew xmlns:cs="http://www.alacra.com/cs">Article</cs:typew><cs:company xmlns:cs="http://www.alacra.com/cs">317</cs:company><cs:DS xmlns:cs="http://www.alacra.com/cs">corp</cs:DS><cs:geo xmlns:cs="http://www.alacra.com/cs">1</cs:geo><cs:industry xmlns:cs="http://www.alacra.com/cs">18</cs:industry><cs:cstopic xmlns:cs="http://www.alacra.com/cs">33</cs:cstopic><cs:tw xmlns:cs="http://www.alacra.com/cs">Capital Structure</cs:tw><cs:cstopic xmlns:cs="http://www.alacra.com/cs">66</cs:cstopic><cs:tw xmlns:cs="http://www.alacra.com/cs">Earnings Reports - TMT</cs:tw><pubDate>8/5/2008 11:05:00 PM</pubDate><cs:price xmlns:cs="http://www.alacra.com/cs">150</cs:price><cs:abstract xmlns:cs="http://www.alacra.com/cs">Cisco reported solid FY 4Q08 results, and the guidance and commentary once again painted a glass-half empty/glass half full picture, as we discuss here.</cs:abstract><cs:docid xmlns:cs="http://www.alacra.com/cs">72769</cs:docid><category>Credit &amp; Investment Research</category><alacra:ip>CreditSights</alacra:ip></item><item><link>http://www.alacrastore.com/storecontent/ccbn/B1876984</link><guid isPermaLink="false">ccbn/B1876984</guid><ccbn:index_mode xmlns:ccbn="http://www.alacra.com/ccbn">norm</ccbn:index_mode><description>...Continues to be comfortable with long-term growth projections at ##-##% and revenue guidance going forward....

</description><pubDate>8/5/2008 9:07:05 PM</pubDate><ccbn:name xmlns:ccbn="http://www.alacra.com/ccbn">Cisco Systems</ccbn:name><ccbn:price xmlns:ccbn="http://www.alacra.com/ccbn">106.0000</ccbn:price><ccbn:revision xmlns:ccbn="http://www.alacra.com/ccbn">Edited</ccbn:revision><ccbn:storetitle xmlns:ccbn="http://www.alacra.com/ccbn">Q4 2008 Cisco Systems Earnings Conference Call Summary</ccbn:storetitle><ccbn:ticker xmlns:ccbn="http://www.alacra.com/ccbn">CSCO</ccbn:ticker><ccbn:time xmlns:ccbn="http://www.alacra.com/ccbn">1:30pm PT</ccbn:time><title>Q4 2008 Cisco Systems Earnings Conference Call Summary</title><ccbn:type xmlns:ccbn="http://www.alacra.com/ccbn">Brief</ccbn:type><ccbn:docid xmlns:ccbn="http://www.alacra.com/ccbn">B1876984</ccbn:docid><category>Credit &amp; Investment Research</category><alacra:ip>Thomson Street Events</alacra:ip></item><item><link>http://www.alacrastore.com/storecontent/ccbn/T1876984</link><guid isPermaLink="false">ccbn/T1876984</guid><ccbn:index_mode xmlns:ccbn="http://www.alacra.com/ccbn">norm</ccbn:index_mode><description>...Thank you for holding and welcome to Cisco Systems fourth-quarter fiscal year #### financial results conference call. At the request of Cisco Systems, today's conference is being recorded. If you have any objections, you may disconnect. Now, I would like to introduce Ms. Blair Christie, Senior Vice President of Corporate Communications for Cisco Systems. Ma'am, you may begin. ...

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