$20.03 0.14 (+0.68%)
2/13/2012 4:00 PM

Cisco Systems, Inc. (NASDAQ:CSCO)

CAPS Rating: 4 out of 5

Cisco Systems creates Internet Protocol-based routers and switches that move data, voice, and video packets across networks.

Recs

14
Player Avatar JohnPRutledge (84.74) Submitted: 3/6/2009 2:02:56 PM : Outperform Start Price: $13.98 CSCO Score: -59.24

A friend recently asked me why I'm more bullish on CSCO than almost any other company. In response, I asked him a simple question: "What gives your car value?" Puzzled, he responded, "Huh?" I repeated my question. He eventually answered "Its tires." To which, I responded, "No." "Then it must be its frame." Again, I responded in the negative. "Is it the axles?" "No, I said. The only thing that makes your automobile valuable are the roads upon which it travels. "Okay...?" he said.

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Member Avatar JohnPRutledge (84.74) Submitted: 3/6/2009 2:03:25 PM
Recs: 1

Cisco makes the roads upon which almost all of the Internet's traffic runs. I believe more people will exchange more information digitally next year than this, and more and more with each passing year. Email, online video, web conferencing etc. will soon become the standard. And for that to happen, a boatload of Cisco products and services will be required. To me it's a gigantic no brainer that this stock will blow up like it never has (and yes, I was around and professionally active during the Internet bubble). Cisco is the dominant player in the biggest growth industry that no one seems to recognize at this juncture. I don't understand why every man, woman and child wouldn't own Cisco in their portfolios... But then again, I'm just a small town guy with simple tastes. What do I know...

Member Avatar eloucks (92.63) Submitted: 4/21/2009 2:34:07 AM
Recs: 0

I manage a couple hundred of their switches, routers and firewalls. I agree with the basic investment premise to the tune of 1.3% of my portfolio, but too bad their software quality has gone down noticeably in the last couple years. That makes it easier for competitors to catch up. Oh wait, they buy up all their competitors. OK, double my position when this bear rally dies hard.BTW: Is Obama with a Depression or Bush the Prince more friendly to anti-competitive behavior? As a consumer, I could use a little more regulatory risk here, but greed usually wins.

Member Avatar kristm (99.75) Submitted: 4/30/2009 10:51:38 PM
Recs: 0

Obama is against anti-competitive behavior, unless the CEO knows him or donates to his party... Unfortunately his definition of "anti-competitive" is "not owned by the government."

Member Avatar ikkyu2 (99.06) Submitted: 5/13/2009 11:38:18 AM
Recs: 2

I'm surprised any of your friends still talk to you.

Member Avatar Brooklyn1106 (< 20) Submitted: 5/15/2009 4:56:00 PM
Recs: 0

CSCO is just sooo massive, I don't know how much more upside they have, really. Most routers are already IPv6 ready, otherwise that would be a big one. I suppose as long as they maintain lead-dog status for networking when these huge developing countries grow..

Member Avatar Johnnicash (83.60) Submitted: 9/4/2009 10:10:36 AM
Recs: 0

CSCO sux. I've had enough. Invest in this stock if you want a stock that doesn't pay dividends, never substantially changes in value AT ALL. Buy CSCO now and in 50 years the stock will still be 21.50/share and never have split or payed a single dividend. You'll never have to worry about paying capital gains with CSCO...

CSCO is not an investment you want to make to earn money, but it will make a nice CAP pick as it will be 21.50/22.00 share for EVER.....

flattest chartline ever award.....

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