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Why Technical Articles are a Bad Source for Technical Stock Evaluation

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An article on TechCrunch is getting some traffic thanks to a LinkedIn link. While the general topic of Cisco exiting the consumer market is useful information to consider, the writer gives a very misleading argument about for the value of the consumer market for network hardware “The story in CE these days is BYOD”. BYOD is exactly why big security and network appliances will be big business. The home user could care less if their network is secure (check your neighborhood wifi spots for “Linksys” and you’ll see).

I’m not decided on whether this was a good or bad move for Cisco, but I’m leaning towards good thinking back to IBM selling off the laptop division to Lenovo.


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