Cisco needs to simplify…Here’s how
Breaking Analysis with Dave Vellante
00:00
Cisco vs. Arista: A Comparison
Cisco is a 60 billion dollar company whose cash generation every quarter is bigger than the annual revenue of all those other companies you showed up there, right? Now with that being said, I do think the list of comps you put up there is fair but not holistic. And it's easy for an Arista or an extreme to catch the tailwinds of a secular friend, where that's much harder for Cisco because of the breadth of their business.
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