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  1. Facebook a Future Advertising Force

    Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.

  2. What Cisco Must Do to Preserve Its Moat

    We'll be watching Cisco very closely to see how management reacts to the firm's clear inability to compete in the consumer market.

  3. Facebook's $100 Billion Valuation May Not Be Heroic

    It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.

  4. Cisco's Journey Between Growth and Value

    Analyst Grady Burkett on Cisco's current business challenges, capital allocation missteps, and the evolving change in investor sentiment surrounding the stock.

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