JN JNPR Juniper Networks 로딩 중... : 애널리스트의 강세 및 약세 의견

Cisco's new campus networking products, crucial for the refresh cycle, have less memory content than general compute, making them less susceptible to price hikes and potentially more attractive to customers amid the current shortage. — This could make Cisco's campus switching portfolio more competitively priced relative to full-system compute rivals, accelerating share gains in the refresh market.