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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (76307)	10/10/2024 7:28:01 PM
From: Johnny Canuck	Respond to of 78670

In the last conference call CSCO management said that growth due to AI data centers is going to a 2H story. We are heading into that part of the fiscal year now, so it will be key for them to show growth in that sector. Everything else has been pretty slow growing except for Splunk, their new acquisition. Most of CSCO growth in recent years is more on the software and services side as their hardware products are more mature and because 5G did not really take off the demand for more hardware is flat to slow growth.