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Strategies & Market Trends : Value Investing

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To: armi who wrote (40635)	12/15/2010 6:05:00 PM
From: Shane M	Read Replies (2) of 78690

armi, I by no means have any special insight on CSCO or industry dynamics. From what I've read though, it sounds like CSCO and Juniper are pretty much own their tech space and the big dogs tend to have some sustainable competitive advantage that should help insulate from competition. That said, CSCO is a little like INTC to me - why aren't they doing better than they are? The reason to own these shouldn't be because they're cheap - that's not the way of a gorilla - but for whatever reason the market has them in the cheap bin. Maybe we're just entering an era where these maturing techs earnings aren't worth quite as much as other company earnings due to factor X (uncertainty?). I don't know. Maybe it's right to look at them and say "it looks undervalued - lets buy". I don't know - but it is odd to me that so many big name techs are near doormat valuations right now. I never thought I'd see it. To speak directly to your question - whatever is good for the internet should be good for CSCO - or at least that's my limited read of the situation. The good thing is that some investing thesis don't have to be very complicated :-)

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