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Thursday, 02/08/2024 5:16:30 AM

Thursday, February 08, 2024 5:16:30 AM

Post# of 195752
These latest industry movements are a clear sign of a business paradigm shift. The winners in this scenario are likely those that are able to quickly recognize and adapt. They may find new opportunities for growth, innovation, and competitive advantage as a result of the shift. On the other hand, the losers will likely be those businesses that are unable or unwilling to adapt, leading to declines in market share, profitability, and overall relevance. When a mature business market like the data center market is challenged by the combination of ever growing data transmission needs ( internet, video data explosion) and a cataclysmic event like the arrival of Artificial Intelligence some businesses may struggle to adapt to the new changes and could potentially face financial difficulties or even go out of business. Others may be able to successfully pivot and adjust their strategies to align with the new paradigm, allowing them to thrive in the evolving market. I think Cisco and HPE have understood their current business model is threatened and they are quick to adapt. This will set off a chain reaction in the data transmission supply chain not seen since the introduction of the internet. New players or disrupters like Lightwave will emerge as winners.JMHO.
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