Besides stellar employees like me...

What makes Cisco run?

It is true that Cisco's stock is seriously undervalued. The company does have record earnings quarter after quarter and the stock market is yet to respond accordingly to this performance. Call it irrational indifference. One of these days, there's going to be a random stimulus to the market and Cisco's stock will be the first to go through the roof. And rightly so.

One comment in the interview particularly stood out. Besides its core business, Cisco is the market leader in a number of emerging and advanced technologies. Most of these capabilities were acquired through start-ups. If theses business units were still start-ups, each of their stock independently would have been very highly valued. Cisco is one of those rare big firms that is really well managed technology/strategy wise and consistently beats even startups at their own game however specialised and small the market is. Go buy that stock - that's easily my best advice to date on this blog.