The following video is part of our "Motley Fool Conversations" series, in which technology editor and analyst Brenton Flynn and energy editor and analyst Joel South discuss topics around the investing world.

As part of our ongoing series discussing reasons to buy and sell different Dow stocks, Brenton and Joel discuss the bear case against Cisco. The networking and communications equipment giant has seen its share price decline by more than 30% in the past five years, and it disappointed investors further when it recently announced March-quarter results. One area Cisco blames for its most recent weakness is Europe. While the continent is definitely facing huge headwinds, Cisco's commentary was meaningfully more negative than what we've heard from some other IT juggernauts.

It’s always good to understand both sides of the investment argument for a stock, and while Cisco is certainly looking cheap by certain valuation metrics today, there are definitely some reasons investors might want to look elsewhere for tech exposure. Cisco's growth is slowing in its core networking business, but there is one breakthrough technology that's still in the early stages of strong secular growth. To find out about one company leading the charge in business intelligence, read our special report titled "The Only Stock You Need to Profit from the NEW Technology Revolution." Make sure to pick up your free copy today!

Brenton Flynn and Joel South have no positions in the stocks mentioned above. The Motley Fool owns shares of IBM and Intel. Motley Fool newsletter services recommend Intel. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.