Americas Technology_ Hardware_ 2024 bus tour takeaways_ ANET, CSCO, SMCI, 650 Group
Amazon&shein·2024-11-26 06:25
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 22 November 2024 | 2:24PM EST Americas Technology: Hardware 2024 bus tour takeaways: ANET, CSCO, SMCI, 650 Group We hosted a hardware investor bus tour in California on November 21, 2024 to meet with management teams from Arista Networks (ANET, Buy), Cisco Systems (CSCO, Neutral), Supermicro (SMCI, Neutral), and 650 Group (Private). Key takeaways from each of our meetings follow. Arista Networks (ANET, Buy) Management attendees: Chantelle Breithaupt, Chief Financial Officer; Joh ...