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Ewebute

5,909 Posts.

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12/06/24

16:07

Post #: 74281767
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Originally posted by Ewebute: ↑

I see where you went wrong. I was looking at switches within the data centres which connects all the storage and processing units.

If you look at all the information I was posting, it related to Data Centre Switches. It even mentions it within the data provided.

My observation about Cisco is that with all these data centres being built (supposedly), the share price is going down. The total dollar market is still increasing overall and even with a loss of market share they should still be improving.

These are part of the AI and storage building blocks for interconnectivity. This is what people should be buying if there are going to be as many Data Centres as suggested a few weeks ago.

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XJO Value at posting: 7,718.7
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