Topic
Cisco Systems
A collection of 21 issues
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,
Thoughts on Cisco’s Isovalent Acquisition, Open-Source Motives, and the New Tech Austerity
It was inevitable that networking’s journey would become not only software-defined, not only software-driven, but reach an apotheosis of developer-driven software, period. With eBPF, networking and software merge seamlessly.