CSCO … i was going to post on it …

A SA author beat me to the punch as priorities kept me from posting something intelligent. I commented on the author and will be spending time between now and EOY fleshing out this thesis (not specific to CSCO but it will be included).

SA Post https://seekingalpha.com/article/4308030-real-story-behind-ciscos-weak-outlook

I agree w/ timelines, and I see 2021 as the beginning of a revenue upward cycle being driven by enterprise upgrades to meet 5G data and M2M usage demands. Between now and then, the macro winds will blow … a great buying opp in 2020 may surface, and if that happens, I will increase my % of CSCO to 7-10% from current 4.5% (long time kernel holding – cost basis <$15)

This 3 phase 5G implementation / roll out is the heart of the thesis mentioned.

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