Thoughts?
4 replies (most recent on top)
CR is so totally useless
Beside being a politician, what else he can be?
5% layoffs not as bad as feared, but Stock may take a dive anyway since there is not a lot of optimism around growth. Core business has shrunk - customers have too much stock and not enough talent to install said stock, can't see that fixing itself soon. Software and services subs are meh... Facing the right direction, but not going anywhere fast. Observability is tailwind from the Pandemic, how can that revenue grow, you can only squeeze so much from monitoring.
Nvidia story could be good, but still too early to tell. Cisco really need to win back SP market share. Can't lose Tin dollars faster than Software dollars grow or its game over.
Chuck sounded like an aging politician