Commentary on Cisco (CSCO) has become more bullish (I, II, III) since its August earnings beat,...

|About: Cisco Systems, Inc. (CSCO)|By:, SA News Editor

Commentary on Cisco (CSCO) has become more bullish (I, II, III) since its August earnings beat, but Oppenheimer remains concerned about competition and product mix issues, which it believes are hurting margins. UBS also sees price pressure having an effect, as Cisco sacrifices margins to hold onto share. Cisco will host a closely-watched analyst day tomorrow.