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."… More
I expect this to continue to underperform in the next few months (or more). Some of their big clients are in financial trouble. Over the long term I would have to admit that I'm generally bullish on Cisco. I did take my profit out of this stock… More