Then versus now

[LifeOfDreamer]

I miss 2016 thru Jan 2020.
When I used to know a thing or too about a thing or two, in tech space.

Now I just know it got/was and somewhat still is too expensive…so I haven’t been drilling down, bc what is the point if I think market is dragging them lower?

Long/good thread on ANET.
You would have made 16% CAGR past 5 years if you held ANET since early 2018. Good, but not great.

I did about 40% CAGR past 5 years, so I probably made the correct call.

Sure was a lot of dogma back then too.

Bear's take on Arista

Cisco’s market cap is 10x because it is in a lot more markets than just DC switching. If, and it is a huge IF, ANET can triple or quadruple their market share they would be at $6b/yr while Cisco is already at $6b/Q. When NVIDIA hit the approx $6b/yr revenue mark, they were probably valued around $65b. Difference is they had 4 distinct markets, and not 1. Last I will say about ANET, because I appreciate this board and have no desire to be a contrarian for contrarian’s sake. I have over a decad…