Polycom, Inc. (NASDAQ:PLCM)

CAPS Rating: 4 out of 5

A global provider of a line of high-quality, easy-to-use communications equipment that enables enterprise users to more effectively conduct video, voice, data and web communications.

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Member Avatar familyfund2 (21.37) Submitted: 3/14/2011 10:10:50 PM : Outperform Start Price: $23.50 PLCM Score: -100.03

http://caps.fool.com/Blogs/3-stocks-that-have-it-all/531741

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Member Avatar TMFZahrim (20.15) Submitted: 7/16/2010 11:35:58 AM : Outperform Start Price: $14.27 PLCM Score: -91.17

Polycom's shares have beaten both Cisco and the S&P 500 index year-to-date and year over year. The balance sheet is solid and debt-free, and I see Cisco and Polycom sharing the spotlight in an increasingly important market for quality teleconferencing systems. You must put up with a steep P/E ratio to buy these shares, but strong cash flows tell a different story of Polycom's fundamentals.

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Member Avatar mudwatters (38.91) Submitted: 7/13/2010 2:50:09 AM : Outperform Start Price: $15.19 PLCM Score: -94.28

Video conferencing is the next great growth industry and this is a pure play in the field. We used their products in my company and the guys who used it said the CEO could see the sweat running from their foreheads when they were getting grilled, i.e. top quality products. They also have nearly $500M in cash on the books which should provide a nice buffer.

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Member Avatar carolivia2000 (< 20) Submitted: 10/29/2009 10:59:50 PM : Outperform Start Price: $10.98 PLCM Score: -65.77

The video conference market has been slow to take hold, but with the abundance in broadband and cloud computing I believe it is only a matter of time before the world communicates face to face over the internet and Polycom along with Tanberg, pioneers in the field will capitalize on their experience.

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Member Avatar downyesterday (< 20) Submitted: 10/21/2009 5:13:21 PM : Outperform Start Price: $10.99 PLCM Score: -62.63

Pick on a dip

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Member Avatar TMFmd19 (94.57) Submitted: 10/21/2009 11:41:22 AM : Outperform Start Price: $10.98 PLCM Score: -59.62

They just reported decent earnings but the stock was hammered and I think it presents a good buying opportunity for the RB. Cisco just bought their main competitor so they should gain short term and long term gains for those who hate Cisco. Could also be bought out by Avaya or HP as they beef up to compete with Cisco.

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Member Avatar Artanis1 (< 20) Submitted: 9/20/2009 2:09:03 AM : Outperform Start Price: $13.02 PLCM Score: -85.38

With the swine flu epedimic just getting started and here to stay, as well as El Nino coming up companies will travel less to avoid illness and videoconferencing will skyrocket. I see this stock at $38 within the year.

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Member Avatar hspack (< 20) Submitted: 5/2/2009 4:13:31 PM : Outperform Start Price: $9.06 PLCM Score: -79.82

Well positioned to take advantage of the shift to teleprecense for the next few years.

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Member Avatar paladin65 (29.50) Submitted: 8/1/2008 10:15:55 PM : Outperform Start Price: $11.85 PLCM Score: -50.44

3 to 5 star stock in one year.

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Member Avatar HgtsRob (< 20) Submitted: 5/9/2008 1:54:23 PM : Outperform Start Price: $12.31 PLCM Score: -40.47

Soaring prices for jet fuel are leading to higher airfares. That, plus a shrinking bottom line for many US companies will lead to more videoconferencing.

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Member Avatar Longylala (51.40) Submitted: 12/21/2007 5:16:37 PM : Outperform Start Price: $13.85 PLCM Score: -43.14

Just watching it for now.

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Member Avatar d2mccarthy (< 20) Submitted: 12/17/2007 3:48:38 PM : Outperform Start Price: $12.48 PLCM Score: -36.79



Video conferencing is big business away from the USA. Watch this company grow in the short term, especially outside the US. Write it down and hang it on your bulletin board. Very well managed, and in an area of little (comparable) competition, which equates to dollars as we all know.

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Member Avatar PIcolano (26.61) Submitted: 12/13/2007 2:11:51 PM : Outperform Start Price: $12.31 PLCM Score: -32.62

The growth rate looks good, and the entry price for this pick makes it particularly attractive. This will eventually win!

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Member Avatar barrettfodder (58.95) Submitted: 10/22/2007 12:17:03 AM : Outperform Start Price: $14.25 PLCM Score: -46.51

VoIP ... DoD usage ... I use it why not invest in it.

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Member Avatar ID1OTSAVANT (36.13) Submitted: 10/16/2007 11:39:27 PM : Outperform Start Price: $12.90 PLCM Score: -31.27

videoconferencing will grow

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Member Avatar NeroSagetrade (90.69) Submitted: 10/12/2007 1:04:12 AM : Outperform Start Price: $12.02 PLCM Score: -23.45

I was first attracted to Polycom shortly after the Sept. 11th attacks. Polycom looked like a great play to benefit from the heightened interest in video meetings and VoIP. Today nothing has really changed, except PLCM has improved margins and is growing at nearly the same rate they were in 2001. PLCM is still seeing 20% revenue growth year over year and is trading at a mere 14 times future earnings. They maintain 307 million in cash versus no debt, and their price to book is below their historical average at 2.2! The long-term technicals show that this has an up-line trend support at roughly $23, thus the reason for today's pick. I can't fathom this heading much lower.

Nero

Sagetrade

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Member Avatar wernickejc (< 20) Submitted: 9/24/2007 10:03:09 PM : Outperform Start Price: $13.92 PLCM Score: -42.51

Audio side has great corporate visibilty which will enhance entry into video conferencing, recent drop not supported by any ratings changes or business changes, stock remains a potential buyout firm with high cash flow and cash balance

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Member Avatar aaroger (81.70) Submitted: 7/20/2007 5:23:59 PM : Outperform Start Price: $16.53 PLCM Score: -55.15

37

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Member Avatar Batman45 (< 20) Submitted: 7/14/2007 8:37:36 PM : Outperform Start Price: $17.48 PLCM Score: -58.75

I have worked for big companies. No matter ow much they make they are allways trying to cut costs. I have been in many conference meetings with many groups from all over the country simultaneousely. In A global market travelling around the world is just going to cost to much. This is a logical progresion in the way buissiness will handle training,company role outs,etc. No travel exspence,hotel exspence,and no restriction to amount of attendants.

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Member Avatar e2nelson (64.60) Submitted: 4/19/2007 5:22:26 PM : Underperform Start Price: $16.74 PLCM Score: +62.17

With recent purchases Polycom's prospects on the short term will be dampened.

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