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12 Years After The Bubble Cisco Is Ripe For The Taking: Update
Long Investing Ideas from Seeking Alpha
Thu, 14 Feb 2013
By Tim Travis : In a stock market where truly attractive value investments are limited to a few sectors and companies, we at T&T Capital Management still see a disconnect between price and value in the late 1990's leading large cap technology companies such as Cisco ( CSCO ), Microsoft ( MSFT ), ...
Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.
Analyst Grady Burkett on Cisco's current business challenges, capital allocation missteps, and the evolving change in investor sentiment surrounding the stock.