Nov. 7 at 5:18 PM
$ANET Long on this one. It will have short-term volatility, but long-term (12 to 18 months) this will easily double. They have solid team, solid product line and laser focused execution on high-speed networking.
$CSCO used to be the switch-zilla, king of networking, but it no longer is. It just is trying to do everything - compute (UCS), network (Nexus, Catalyst, Meraki), Security, Collaboration and now AI (in which they are already late to the game) - but yet market cap of only
$284 B, wheres
$ANET just with networking alone is sitting at
$180B market cap. That should tell something. Short-term you will see swings, but long term I have a feeling it will go all the way up to
$400+ and will do another 4:1 split.
