《CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat》
Cisco在网络与数据中心领域保持领先地位，适合有耐心的投资者关注。
是时候转向思科了。是时候把目光投向科技了。所以，你说的是思科，而你目前并未持有任何思科的股份。我认为思科符合我的世界观。我一直在寻找那些处于细分领域、做其他公司不做的事情、或者走在做这些事情最前沿的公司。
思科长期以来恰恰就是这样，在网络领域，而我觉得人们现在对此已经厌倦了。
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 .