A little surprised Cisco comes in for no love ... if your mission is to provide the best platform for routable network equipment, one would hope as long as there are routable networks they should do OK.
Of course, if you don't execute on your mission, dilute your franchise by buying tangentially related companies, gouge your customers, might turn out differently.
Are routers and network equipment going to be a commodity, or is a good platform going to keep providing a moat and competitive advantage?
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A little surprised Cisco comes in for no love ... if your mission is to provide the best platform for routable network equipment, one would hope as long as there are routable networks they should do OK.
Of course, if you don't execute on your mission, dilute your franchise by buying tangentially related companies, gouge your customers, might turn out differently.
Are routers and network equipment going to be a commodity, or is a good platform going to keep providing a moat and competitive advantage?