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Nvidia is taking more and more of the cake from Cisco.

Cisco has not been able to generate any performance for months, the only consolation is the dividend.
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@Tenbagger2024 Which cake do you mean?
one chip manufacturer and one telecommunications equipment supplier
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@Tenbagger2024 In your article ( https://getqu.in/sWn3pc/ https://getqu.in/sWn3pc/ ) you discussed the Splunk takeover and I think we all realize that the good price is a result of the "crisis situation" at $CSCO.
The question is whether and when the measures will take effect.
The strongest competition currently seems to be $ANET, but the question with fast-growing companies is always whether they can maintain and expand their positions 🤷‍♂️
I think we can all agree that the figures, the market position and market dominance and the business model of $CSCO speak for a quality company in my opinion.
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