In a security advisory, Cisco said it discovered a hacking campaign on December 10 targeting Cisco AsyncOS software, and in particular the physical and virtual appliances Cisco Secure Email Gateway, Cisco Secure Email, and Web Manager. The advisory said affected devices have a feature called "Spam Quarantine" enabled and are reachable from the internet. Cisco noted that this feature is not enabled by default and does not need to be exposed to the internet, which may be good news. Michael Taggart, a senior c ...

The consensus price target for Ciena Corporation (NYSE:CIEN) has increased significantly over the past year, indicating a positive sentiment among analysts.Recent upgrades, including a Zacks Rank #2 (Buy), reflect growing optimism about Ciena's earnings prospects and potential stock price appreciation.The substantial rise in the average price target from $143.64 a year ago to $218.33 last month highlights a strong positive shift in analyst expectations for Ciena.Ciena Corporation (NYSE:CIEN) is a global lea ...

Core Viewpoint - Cisco's 2025 Eco-Innovation Summit in Shanghai focused on how AI can drive business innovation and ecosystem development, highlighting the challenges enterprises face in accelerating AI adoption while ensuring security [1][2]. Group 1: AI and Business Transformation - The summit emphasized the need for enterprises to enhance their innovation capabilities and build a robust industrial ecosystem to adapt to the rapid transformation brought by AI technologies [1]. - Cisco's global vice president highlighted the increasing demands for intelligent, automated, and secure infrastructure as AI becomes more integrated across industries [2]. Group 2: New Product Launches and Innovations - Cisco introduced several new products and upgrades aimed at supporting the application of agent-based AI, including modernized network architectures for smart workplaces and AI-driven management platforms [5][6]. - The launch of AI-driven Room Vision PTZ cameras and the Cisco AI Assistant aims to enhance meeting experiences and improve operational efficiency through automation [6]. Group 3: Security Enhancements - Cisco announced innovations in its Hybrid Mesh Firewall and Universal ZTNA solutions to address the growing security challenges posed by AI-driven threats and the increasing number of applications [7]. - The introduction of the 6100 and 200 series firewalls aims to provide industry-leading performance and cost-effectiveness, enhancing Cisco's security cloud capabilities [7]. Group 4: Digital Resilience and Integrated Management - Cisco's innovations are designed to improve network health and performance observability, integrating with Splunk solutions to create a more resilient, insight-driven digital operation model [8]. - The upcoming Cisco Cloud Control platform will offer an integrated management experience, combining core technologies and AI-native tools to streamline workflows and enhance problem-solving capabilities [8].

Core Viewpoint - Cisco is a leading company in networking and telecommunications technology, recognized for its foundational role in shaping the internet [1] Group 1: Company Overview - Cisco started by developing a multiprotocol router, which significantly influenced internet development [1] - The company has grown to become one of the most valuable companies globally [1] Group 2: Investment Focus - The analysis emphasizes a focus on undervalued and disliked companies or industries with strong fundamentals and good cash flows [1] - Sectors of interest include Oil & Gas and consumer goods, particularly those that are undervalued for unjustified reasons [1] Group 3: Investment Strategy - The investment strategy leans towards long-term value investing while also exploring potential deal arbitrage opportunities [1] - Examples of deal arbitrage include Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1]