- The stock "could return 20% over the coming year, not because the competitive threat isn't real, but because the stock's valuation appears to factor it in, and then some," Jack Hough writes, in a bullish article on Cisco (CSCO).
- Hough notes that the "new threat" to CSCO is software-defined networks, and although "SDNs are largely in a proof-of-concept stage" with widespread adoption still years away, "some 20% of CSCO customers by then could be tempted to try commodity gear."
- Despite reduced guidance and competitive headwinds, Barron's suggests the shares are just too cheap to pass up: "[The company] doesn't have to remove all doubts about its shares to rebound 20%," Hough concludes.
Barron's gets bullish on Cisco
From other sites
-
at Zacks.com (Fri, 11:30AM)
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at Zacks.com (Thu, 8:51AM)
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at Investor's Business Daily (Feb 18, 2015)
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at MarketWatch.com (Feb 12, 2015)
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at CNBC.com (Feb 12, 2015)
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Best of luck to all...
MSFT & CSCO are in bad books of individual investors for long time....I guess if/when Steve/John steps down...stock will take off ...
Long : MSFT , CSCOI agree with part of your statement, I view it as a low risk, mediocre reward scenario. I think CSCO will be fine if the tech sector and overall economy both move forward. Assuming that happens I think CSCO will perform just OK but not a high reward.
25-30% upside from this level..
http://seekingalpha.co...