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NASDAQ:CSCO
He has a 1.8% position in his portfolio. They are skewed to the 5G movement. They have tried to do what MSFT did, ramping up software and cyber-security, but have not been as successful.
Take profits from Microsoft and buy Cisco? He has in the past, so it's not a bad idea to pare it down a bit. He also owns Cisco and sees nothing wrong with this strategy.
Fantastic entry point now for a great tech company. Growth and dividend growth are here. He also owns Microsoft, well-positioned and will grow, but not cheap now.