Replies to post #22719 on The Rising Influence of Rising Affluence

[semi_infinite]

CSCO - noted in the release that remote work means heightened cyber security risks and thus increasing business from cloud cyber security services and software. Sure can't tell that from stock prices of the biggest independent providers out there such as feye, crwd, pfpt. There must be a disconnect out there. Of those mentioned pfpt has the best long term chart.

[DewDiligence]

Barron’s like CSCO on valuation:

https://www.barrons.com/articles/cisco-can-overcome-the-global-chip-shortage-51621647884