It's time to switch to Cisco. It's time to shine a light on technology. So, you're talking about Cisco, in which you do n't currently own any shares . I think Cisco fits my worldview.
I'm always looking for companies in niche areas that do things that other companies don't, or are at the forefront of doing them. Cisco has been exactly that for a long time, in the field of networking, which I feel people are now tired of .