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Cisco Systems

Cisco Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: CSCO)") else Response.Write("(Nasdaq: CSCO)") end if %>, $66 3/4

Here's another to simply refer to Greg Markus' Boring Portfolio for excellent coverage. Cisco is the premiere networking company on the planet, runs extremely high margins, races into new technologies headlong, has acquired smaller players intelligently, and with $1.1 billion in cash has avoided debt like the plague. One of Cisco's challenges over the next five years is to get themselves in front of the consumer. (Next page.)

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