I wish Cisco the best, and genuinely do miss working there; but the tide has shifted. I hope Cisco can figure out the right balance of revenue from licensing. The technology has finally shifted; migrate to virtual and host it in the cloud. If you need dedicated high-bandwidth infrastructure (routing/switching), in house, there are (truly now) many low-end cost alternatives emerging. Going finally over to the customer side, I am amazed how easy it is to implement and maintain. Cisco still makes great gear, but the subscription and licensing component is still a major pain to implement, track, and maintain. It can honestly be a nightmare still. I wish Cisco the best but not sure where all this is going. The stock price reflects the market direction to a commodity IT future. Hang in there folks.
Originally posted by @12WNPW6i-5rov.