Replies to post #23135 on The Rising Influence of Rising Affluence

[DewDiligence]

CSCO’s improved Webex could be a Zoom-killer:

https://www.barrons.com/articles/cisci-takes-aim-at-zoom-with-an-overhauled-webex-51607444101

Impressive array of new features.

[DewDiligence]

ZM rises—then falls—on_FY4Q21_earnings_and_FY1Q22_outlook:

https://finance.yahoo.com/news/zoom-video-communications-reports-fourth-210500881.html

https://www.barrons.com/articles/zoom-video-communications-stock-earnings-report-wall-street-51614714144

ZM had a blowout-great quarter and issued solid guidance for the current (FY1Q22) quarter, but all that still doesn't justify the valuation.