at Investor's Business Daily (Wed, 5:31PM)
The Street wasn't thrilled with Cisco's (CSCO) FQ2 report, but L.D. Salmanson likes what he saw. Cisco's dominant position in the 10-Gig Ethernet switch market, and leading position in the market for "edge" routers and switches, often used to support mobile and cloud infrastructures, is giving it a boost. As is the strength of its UCS server line, whose networking capabilities are proving popular with enterprises.
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