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June 21, 2024
Have pulled out. 1015 years ago, it was much bigger than that. Ericsson, etc. We are the size of market cap and growth and people were read about us with juniper and others and yet will pulled away from them as well. It isnt that cisco i am talking about is how fast his industry is changing. Out of the big six ip players three of us will not be relevant to our customers. You can say that as the Silicon Valley stuff where you move fast. If you look in this role, only 1 3 of you will be relevant i...
June 21, 2024
If you get a chance, you can watch it all again. I do very much encourage dennis will be leading the interview but this is very much a participatory event. We will have plenty of time for westerns afterword so please be ready for questions after that so please be ready. Thank you all for being here. I will hand it over to dennis. It is a comparable time today in new york. Lets get right to it. You recently predicted that perhaps over the next 10 years some of the Biggest Technology companies wil...
June 21, 2024
Security officer, go fix it for me. It has to start with the c. E. O. , to say this is a top priority for us as a company. But it is the thing that will slow our industry and can do billions of dollars of brand damage just like that, if bad question about one or two specific things that you would guys misuse the data. John . John, with the wall street journal. Take us back to india for a second and your enthusiasm about modi. There have been a lot of c. E. O. s that have come back and said this ...
June 21, 2024
Were you just go, holy. [laughter] as the rest of the world gets weak and more insular we have to be more engaged because these things will occur. Great question. Is is and it is going to have to be the last one. Governor, we in chicago and the council hugely appreciate your time and the opportunity to take your principles from your remarks and to have a conversation with all of us around those principles. And we are truly pleased and privileged to have the first opportunity to do so. Thank you....
April 3, 2024
Our top picks in the tech sector are Adobe, Cognizant Technology Solutions, and STMicroelectronics.
January 4, 2024
We believe the best tech stocks include Snowflake, Cognizant, and Teradyne.