Cisco (NASDAQ:CSCO), which competes with Juniper (NYSE:JNPR) in the digital network equipment business, is planning to unveil a new tablet PC in the first quarter of 2011.
The move is further evidence that Cisco is moving beyond its core router and switch business to provide a broad range of collaborative technology for the enterprise market. If the Cius tablet succeeds, we see a modest potential upside of 1% to our $24.76 stock price estimate for Cisco. Our analysis follows below.
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