Wu-Chen Ho
๐ค SpeakerAppearances Over Time
Podcast Appearances
First of all, it's the gross margin results and the EPS guide, right?
You're not getting the EPS bump relative to the revenue growth.
So what it tells me is that the DRAM price spikes or the component issues are also continuing to hit Cisco.
First of all, it's the gross margin results and the EPS guide, right?
You're not getting the EPS bump relative to the revenue growth.
So what it tells me is that the DRAM price spikes are โ or the component โ
First of all, is the gross margin results and the EPS guide, right?
You're not getting the EPS bump relative to the revenue growth.
So what it tells me is that the DRAM price spikes are, or the component issues are also continuing to hit Cisco.