NASDAQ:CSCO
Cisco (CSCO)
95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
Financials 
Technical Analysis 0
COMMENT
Will be one of the major beneficiaries of the increased traffic over the Internet. They are the dominant player in this area. 22X earnings is a little on the rich side, so there is definitely a risk here.
John O'Connell, CFAOwned
electricalelectronic
BUY
Very optimistic on their prospects. Have upped their guidance for sales growth from 10%-15% to 12%-17% on the long-term. Have a dominant market share with both the carriers and enterprise. Very high profit margins. Extremely well run. A boatload of cash.
Mark GrammerOwned
electricalelectronic
TOP PICK
Environment has never been better. 15 out of 20 of their major product groups are growing at over 15%. Have tons of cash. They are the plumbers behind the Internet and are talking about Web 2.0, which, as opposed to 1 to 1, is many, to many. Not expensive.
David BurrowsOwned
electricalelectronic
TOP PICK
This is the 800 pound gorilla in the communications infrastructure business. Consistent management. Will be a leading provider of all the new communications equipment.
Brendan CaldwellOwned
electricalelectronic
TOP PICK
Now has a much lower PE, but still a very good growth stock. The acquisition of Scientific Atlanta last year is really paying off. The adoption of high-definition TV is driving the set-top box phenomena. Have also gone into wireless routers for homes and small business.
John O'Connell, CFAOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Jun 15/06. Up 34%.) Still sees 10%-15% upside, but is finding better bargains elsewhere.
Peter HofstraOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Apr 18/06. No change.) Relative to its competitors, suffered slower growth, but still kept its margins. Made some very astute acquisitions. Feels they will beat expectations.
Paul Harris, CFAOwned
electricalelectronic
PAST TOP PICK
(A Top Pick March 30/06. Up 18.3%.) Have done a very good job of growing their business. Made good acquisitions. Consistent management, consistent margins. Still likes.
Paul Harris, CFAOwned
electricalelectronic
BUY
It's rare to come across a company that is so dominant in all of its businesses. Acquisition of Scientific Atlanta is really starting to pay dividends. Generates a tremendous amount of free cash. Fantastic balance sheet. Buying back its shares at a phenomenal rate.
Charles LannonOwned
electricalelectronic
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