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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.07

-1.4%

3:59 PM EST

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From: wall.st.tra4der	6/20/2013 11:29:59 AM
	of 77397

Stephanie Link bullish on CSCO and tech segment in general. This is taken from her video interview from the news on her portfolio she runs with Jim Cramer on TheStreet "I would say that Cisco is up because we have gotten data points over the last couple of weeks from Juniper from Sienna, hints from Cisco, that the service provider of market is actually starting to improve- we have waited 5 years for this… If you get service providers to spend, as well at IT budgets starting to loosen up a little bit, I think the stock could go a lot higher… In the meantime, they are gaining market share, they are also transitioning away from traditional core routing and switching- which is a more commodity like business- and they are going more toward software services security, and I think that will afford them a higher multiple as well. " I have a long position in CSCO so this opinion is music to my earns. Sounds like Tech is a industry that might escape unaffected by the Fed news.

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