Aug. 4 at 10:52 PM
$ANET This might be one of the best run companies in tech. Their CEO Jayshree Ullal is a rockstar. Just look at the 12 year chart to see what she's done as CEO since they went public. That consistency nearly every year is absolutely incredible. She started out working at Cisco and became CEO of
$ANET soon after it was founded. The two companies are each other's biggest competitors.
When
$ANET went public, it had a market cap of
$3.5B and Cisco had a market cap of
$127B. Today,
$ANET is worth
$265B and Cisco is at
$490B. Don't be surprised if Ullal guides Arista to eventually overtake her former employer by market cap over the next 5–7 years.
