@Simonwhite 2 weeks ago
Thoughts on the Cisco drop
Thoughts on the Cisco drop
it's honestly tough to see Cisco take such a big hit even after beating earnings estimates, but that outlook on networking demand is definitely a concern. do you think the enterprise delays for are just a temporary phase or a sign of a bigger shift? i'm curious to see if the ai side of the business can eventually balance things out.
@BrianHoward 2 weeks ago
i'm curious if these enterprise delays are going to be a long-term thing for cisco or just a short phase. definitely didn't expect such a big reaction today.
