On Tue, 9 Nov 2021 at 19:13, Gert Doering <g...@greenie.muc.de> wrote:
> Cisco is a textbook example how to drive away a truly loyal user base, > and then blaim it on stock market analysts ("they said that any company > without a recurring revenue software model will be dead soon"). Ranting and raving follows. All (smart) executives claim the upside is because of their leadership and downside is because of the market. While no data supports that replacing executive A with executive B improved or reduced company performance, that is, we don't know what qualities make companies fail or succeed. But I admire the beauty of something like this: https://exainfra.net/about-us/ 'Under Xs’ leadership, GTT bought over 40 companies and grew annual revenues from $65 million to over $1.6 billion during his tenure' You have <150 words to highlight your most important achievements in your career. And you choose to focus on the time when not only shareholders but many classes of debt holders got completely wiped due to over-extending. In most other cases you just can't do that. Crane operator can't brag about that one time when his mistake caused the building to collapse, in fact he'll struggle to get hired by anyone aware of it. But management has no metrics, so you are as competent and valuable as you confidently say you are (which is why being tall helps being a successful manager, as it's a metric we are able to compare easily and being tall means to us being more competent). Having said that, 5y performance: SP500: 110% CSCO: 90% NOK: 20% JNPR: 10% PANW: 300% ANET: 450% So Cisco is losing to the wide market only very little, and is outperforming other SP vendors (Huawei excluded). So the market doesn't entirely agree with your assertion of user base attrition. -- ++ytti _______________________________________________ cisco-nsp mailing list cisco-nsp@puck.nether.net https://puck.nether.net/mailman/listinfo/cisco-nsp archive at http://puck.nether.net/pipermail/cisco-nsp/