
NASDAQ:CSCO
Must look at it holistically. With proliferation of fibre and densification of optical equipment was a tailwind though this has slowed down. Another aspect is the sanctions that are allowing Cisco to compete when otherwise it would not have been. We have seen big moves from legacy tech due to the broadening of the market. Could see some more upsides, but would look at more mature tech.
Won't get into too much trouble holding it over time. He prefers higher growth exposure, such as semis and FANGs. Not too much risk owning it. It's big and established, akin to IBM.