Cisco Systems (CSCO) has struggled with the decision to stop operations in Russia and Belarus, as well as shutdowns in China, says Keith Snyder. He and Erik Suppiger discuss the takeaways from CSCO earnings. Erik notes that CSCO has benefitted from the improved supply chain, but its transition into software has slowed. They also go over other areas of tech to watch, highlighting Arista Networks (ANET). Tune in to find out more about the stock market today.
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