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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (77091)	8/26/2012 9:07:34 PM
From: RetiredNow	1 Recommendation Respond to of 77397

I do think CSCO is on the mend, or more precisely, I think a floor has been put under the price and we'll now see a slow and steady growing that will grow at more or less the speed of free cash flow growth, which will fuel dividend growth at the same speed. There will be macro winds to weather and continued heavy competition, but I think CSCO is now firmly a value stock that should be bought for it's steadily growing dividend, but not for any growth aspirations. Expect a 5-7% return on average going forward. In addition, if Nicera or any of the software based companies take off, the that could be the mortal blow that eventually fells CSCO. Not all at once, but bit by bit, until CSCO is another has been like Microsoft. If you want to be in on the future world dominators, then bet on Google. I think that now that Steve Jobs is gone, Apple is riding it's last hurrahs for a few more years, but Jelly Bean, Android, and other Google steps will whittle away at those high Apple margins, until Apple stock comes crashing down from the stratosphere. That's where the action is going forward: Google vs. Apple. Oh, and no, I'm not a believe in Facebook. :)