Imagen de perfil
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.
1
Imagen de perfil
@Tenbagger2024 Which cake do you mean?
one chip manufacturer and one telecommunications equipment supplier
1
Imagen de perfil
@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.
1