The first multiprotocol router emerged from a Stanford University computer lab in December 1984, solving a specific headache for Leonard Bosack and Sandra Lerner.
Cisco built the pipes that made the internet run, and the dot-com era still didn't hand them the biggest payday, per Henrik Zeberg (HenrikZeberg). The money landed with the companies sitting on top of the internet, not…
Henrik Zeberg on Nvidia and the AI dot-com parallel
Cisco is effectively selling the shovels for the entire AI buildout, yet the latest financial results suggest this boom is actively worsening its own business fundamentals. The last time the company served as the primary…
Cisco Q4 Earnings Analysis
