Cisco maintains leadership in networking/data centers; recommended for patient investors to watch.

It's time to switch to Cisco. It's time to shine a light on technology. So, you're talking about Cisco, in which you do n't currently own any shares . I think Cisco fits my worldview.

I'm always looking for companies in niche areas that do things that other companies don't, or are at the forefront of doing them. Cisco has been exactly that for a long time, in the field of networking, which I feel people are now tired of .

Cisco has great products, offering a wide range of products not only for data centers but also for enterprises, and has a huge selection of products, but the most popular products currently are those for data centers.

companies such as OpenAI, Anthropic and Google are competing directly with Cisco for the most in-demand routers. This poses an obstacle to growth, especially for those working in this specialized field.

Well, I think they, let's say regular data centers , are the best. They are very skilled at their work, and they are everywhere.

Most likely, Cisco will maintain its leadership and leading position over time, and as you know , these companies that compete for dominance seem to compete to the very end, do n't they?

There will come a day when their money runs out, and they will have to focus on what they do best, which is building models, not building the system in which these models are built.

So, I think if you're a patient investor, you should take a look at Cisco, excuse me, and keep a close eye on it to see what happens in this frantic race of data centers and giant cloud computing providers.

As for the world of routers, you mentioned that it was stagnant for a while, then came back strong, and we are looking to Cisco in this field. You know, with this high demand and insufficient supply , they may not be the pioneers, the best, or the fastest, but they will be very much present .

Computing will become ubiquitous, and almost every service provider will use it, including Cisco, and perhaps Cisco specifically, because all these devices must communicate with something, and that is what is called a network , and that is the essence of Cisco's business: enabling networks to be consistent and available.