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12 Years After The Bubble, Cisco Is Ripe For The Taking - An Update
Long Investing Ideas from Seeking Alpha
Wed, 14 Nov 2012
By Tim Travis : In August, we profiled Cisco Systems ( CSCO ), and at the time we believed the stock was materially undervalued. Since then the stock has traded nicely higher, but has come down as fears of a weak global economy and its impact on Cisco's clients' spending programs have hurt the ...
Analyst Grady Burkett on Cisco's current business challenges, capital allocation missteps, and the evolving change in investor sentiment surrounding the stock.