"Cisco Systems (CSCO) has traded flat since last quarter. I am watching updates to the supply and demand dynamics. Demand has been pretty strong and enterprise networking should experience some resilience in 2023. Our long term value view is that we see some opportunities for investors. Is CSCO undervalued? Cisco is concentrated in enterprises," says William Kerwin. George Tsilis discusses an example iron condor option trade and an example call diagonal option trade on Cisco Systems (CSCO).
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