Investopedia: The Market's Panic On Cisco Seems Overdone

Over time you eventually get used to the idea that the market seldom looks past one or two quarters (except, of course, when it's convenient to do so). So insofar as that goes, I can see how some investors may have listened to the Cisco (Nasdaq:CSCO) conference call, thought they heard a sniffle or two, and rushed to hit the panic button. Though I'm not going to say that Cisco is fully out of the woods and everything is wonderful again in IT-land, I think the long-term valuation on Cisco is getting pretty interesting now.

Read more here:
http://www.investopedia.com/stock-analysis/081513/markets-panic-cisco-seems-overdone-csco-jnpr-hpq-ibm.aspx

Investopedia: Cisco Making The Best Of A Tough Environment

With a host of tech companies taking their licks through earnings season (or shortly thereafter), including companies like F5 (Nasdaq:FFIV), Riverbed (Nasdaq:RVBD) and Juniper (Nasdaq:JNPR), investors were nervous going into Cisco's (Nasdaq:CSCO) earnings report. While Cisco's numbers don't reflect all that much strength in the tech markets as a whole, it was a solid result in a tough time and the guidance for the next quarter wasn't bad either. Cisco continues to look meaningfully undervalued, but this stock is likely going to need some time to work out.

Read more here:
http://www.investopedia.com/stock-analysis/2012/Cisco-Making-The-Best-Of-A-Tough-Environment-CSCO-FFIV-JNPR-RVBD1115.aspx