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Cisco Systems

A collection of 12 issues

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving

Cisco Q4 Results: Rising Orders Deliver Respite

Juniper and Cisco: Diverging Paths in Shifting Networking Market

The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo

In closing yesterday’s post, I wrote the following: One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.” Tomorrow I will challenge such a facile view, which is, at best, glancingly

Cisco Can't Party Like It’s 1999, but the End is Not Near

An Unconventional Approach to Investing Amid Mega-Cap Market Dominance

Cisco Touts Brighter Future Amid Current Travails

Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance

Time Sensitive: A Quick Turn on IBM’s Reported Acquisitive Interest in HashiCorp

Okay, I’d better type fast because “unnamed (but familiar and knowledgeable) sources” are up to mischief again. Whenever these anonymous, well-placed chatterboxes leak allegedly impending news to select journalists, especially those employed at high-profile publications of the business press, you know that something is sure to happen, even if

Big Tech Sheds Office Space, Intensifying a Trend with Other Tech Consequences

When reading articles and doing research, the goal is obviously to clearly understand the information you receive. If you’re serious about learning and gaining knowledge, however, you also consider what the information implies but not does state expressly. You take in the information in front of you, of course,