This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

5 Cisco Alternatives

Stocks in this article: CSCO JNPR RVBD ARUN FTNT PLCM

NEW YORK ( TheStreet) -- Not so long ago, Cisco (CSCO) was the networking equivalent of Michael Jordan, seemingly untouchable as its vast array of products helped power the Internet explosion.

But two consecutive quarters of weak outlook and reported slowdowns in some of its sectors have dragged the company's stock down more than 33% over the last 12 months. Analysts are now questioning Cisco's long-term strategy.

While investors wait for Cisco to sort itself out, analysts are pointing to a handful of smaller Cisco competitors, firms that are effectively beating the beast both in terms of stock price gains and growth speed.

Enter Juniper Networks (JNPR), Riverbed (RVBD), Polycom (PLCM), Aruba Networks (ARUN) and Fortinet (FTNT).

"End users (fundamentals) and investors (multiples) overwhelmingly are showing a preference for best in class players," said Paul Mansky, an analyst at Canaccord Genuity, in an email to TheStreet. Juniper and Riverbed -- not Cisco -- fulfill this criteria, he said, along with Aruba in wireless LAN and Fortinet in security.

And Polycom, which recently hit a new 52-week high, has also been grabbing plenty of attention as it battles Cisco in telepresence, also known as Cisco CEO John Chambers' pet voice and video communications venture.

Read on for details on why these smaller companies spell upside.

1 of 6

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,030.21 +6.04 0.03%
S&P 500 2,081.88 -0.29 -0.01%
NASDAQ 4,773.4720 +8.0480 0.17%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs