At the very least it is an argument for diversification for those who are narrowly invested only in tech or even more narrowly invested only in Cisco.
True, Fun. I cannot imagine being invested only in Cisco! However, earnings will out, and Cisco, softy, and now, I believe, Qualcomm, will deliver the earnings and revenue that the street demands better than anyone else. Cisco and Softy have a history, short term, of leveling off and then making a fairly quick move up, that long term, gives outstanding results.
Cisco and softy may drift in the "Doldrums" for a short period, but the street will be back. They will pay for the performance, as I am sure you will agree. |
