- With worsening financial markets, acquisition opportunities are beginning to reveal themselves.
- Cisco has spent $20 billion on bolt-on acquisitions since 2015; perhaps it’s time to go big, as Cisco’s business performance is deteriorating.
- Despite its many acquisitions, Cisco has little revenue growth to show, as it has fallen behind on technology leadership.
- With a fortress balance sheet, Cisco still has the opportunity to take on substantial debt.
- A big acquisition might be the last hurrah for the existing management team to propel Cisco out of the mud.
For further details see:
Cisco: Time To Bring Forth The Elephant Gun