I think Apple was a sentimental favorite for some, but congratulations to Cisco. Perhaps the thinking is that digital "infrastructure" makes more sense at the moment than "applications." One wonders how much longer that distinction will be important.
Monday, June 1, 2009
Cisco In, GM Out
Cisco on June 8 will be part of the Dow Jones Industrial Average, General Motors will not. It sort of tells you something about what "industrial" now means.
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment