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...Nvidia 2023 = Cisco 2000?...
...Cisco Systems, the star of the lot, reached a market cap of $550bn. Today, a much more diversified Cisco is down to $200bn. Some companies, such as Alcatel-Lucent and Brocade, were eventually acquired....
...This gave scope to increase their potential market with a “silicon-to-systems” product set and to boost margins....
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...We’ve compared Nvidia in 2023 to Cisco in 2000 — but back then Cisco was only growing about half as fast. Should we relinquish our scepticism? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Technology company Cisco recently sent 17 employees to Rhodes for three months in a collaboration with the local government there....
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...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
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...Email me your thoughts at sid.v@ft.com. Latest news Amy Kazmin in Rome has a fascinating piece on why Giorgia Meloni is pushing back on Italy’s shift to digital payments....
...A version of this article was first published by Nikkei Asia on February 14 2023. ©2023 Nikkei Inc. All rights reserved....
...Wednesday: Network equipment maker Cisco and China’s Tencent announce earnings. Thursday: Chinese consumer electronics company Xiaomi and south-east Asia superapp Grab report results....
...Reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to let us know. Happy reading!...
...Let us know what you think at imani.moise@ft.com and sid.v@ft.com. A programming note: FintechFT will take a one-week break in observance of the Easter holiday. The next issue will be April 25....
...The supply chain squeeze being felt across many parts of the manufacturing sector is set to hit profit margins at Cisco Systems in the current quarter, the US networking equipment maker said on Wednesday...
...While investors may fret about the slowdown in video sales, Zoom’s expansion into corporate phone systems bears watching....
...Cisco was a big winner. Over the next 21 years, Cisco’s revenues grew four fold to $49bn, with profits quintupling to $11bn....
...Write to the FintechFT team at imani.moise@ft.com and sid.v@ft.com. You can build it, but will they come?...
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