Cisco Systems Inc (MEX:CSCO)
MXN 1175 -19.5 (-1.63%) Market Cap: 4.74 Til Enterprise Value: 5.01 Til PE Ratio: 25.20 PB Ratio: 5.15 GF Score: 76/100
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Cisco Systems Inc at Bank of America Merrill Lynch Global Technology Conference Transcript

Jun 04, 2019 / 06:45PM GMT
Release Date Price: MXN1040 (+0.92%)
Unidentified Analyst

Okay. If you don't mind, just to sit down so we can start. We -- the next -- you got a glimpse of our discussion in the previous session if you attended the 5G session. Jonathan Davidson is Head of Service Provider business, and he's going to introduce himself in a few seconds. We want to talk about what Cisco is doing with service providers, the growing parts, the challenging parts, the product portfolio. Before you start -- before we start, I want to first thank you, all of you. We're at the end of the IR season, all the votes are in, hopefully. I want to thank you for your continued support. We have a terrific team, research team that has been around for many, many years. I'm just closing 21 years at Bank of America. Justin and Kash and Vivek and Wamsi are all superstars, and we want to sincerely thank you for your continued support on all the activities around our research.

We published heavily on 5G. We published heavily on Huawei and what's going to happen to -- if trade war continues. And even various views, different views within Bank of America, how the whole trade war

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