Topic
Cisco Systems
A collection of 23 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