Home » Stocks » Cisco Bull Case Scenario Cloud Computing Looks Good? $CSCO, $XLK

Cisco Bull Case Scenario Cloud Computing Looks Good? $CSCO, $XLK

UCS servers continue to gain traction. The servers are lower margin but higher volumes. The Cisco foot print is expanded. Market share means big feet.

Cisco’s market share in Ethernet switch is holding relatively steady in recent years. They have fought off competition from HP, Brocade, and Juniper. The status quo is still the first option for mission-critical switch installations.

George Gutowski writes from a caveat emptor perspective.

Advertisements