The Daily Interview: Transamerica's Jeff Van Harte Talks Cisco

Has Cisco(CSCO Quote) gone from a "must own" to a battered bargain?

It's a shocking commentary that this is the level of conversation about the networking giant's once-unbreakable stock. After all, more than 80% of big-cap growth funds owned the stock at the end of last year, according to Morningstar. But Cisco's "must-own" shares have tumbled 58% from their high; meanwhile, some Cisco watchers see more clouds on the horizon.

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