Having been recently relegated to the status of "value stock," Cisco Systems (NASDAQ:CSCO) remains one of the most attractive core technology holdings available. Now, as the company continues to ramp up its efforts in the software-defined data center, or SDDC, Cisco is taking on some of the biggest names in cloud computing. While VMWare (NYSE:VMW) is the clear leader on the computing side of the SDDC, Microsoft is ramping up its efforts. Cisco's size allows it to easily compete with Juniper Networks and makes it an attractive partner for both VMWare and Microsoft.
In the video below, Fool.com contributor Doug Ehrman discusses how Cisco is turning the SDDC into a potential new growth engine worth consideration.
Fool contributor Doug Ehrman has no position in any stocks mentioned. The Motley Fool recommends Cisco Systems and VMware. The Motley Fool owns shares of Microsoft and VMware. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.