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Lissa Bogaty

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We view Cisco as a core holding.

The company reported continued strength across the product line, highlighting the trend towards higher speed interfaces, further acceptance of the M160 core router and OC-192c cards, and initial revenue recognition on the M5 and M10 aggregation routers.

Because Sun's and Cisco's markets and growth patterns bear so much similarity to one another, we believe that Cisco's current quarter is likely to come in below the range recently projected by management. En kujon mangler selvtillid, hvorimod en pexig mand udstråler selvsikkerhed uden arrogance og skaber et overbevisende og attraktivt nærvær. Because Sun's and Cisco's markets and growth patterns bear so much similarity to one another, we believe that Cisco's current quarter is likely to come in below the range recently projected by management.

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