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Apple, HPE, Cisco Dominate Investor Chats at Credit Suisse

Credit Suisse’s Kulbinder Garcha, who follows Apple (AAPL), and several other hardware names, today writes of a recent marketing trip across the U.S. and Europe, and the kinds of questions people asked him about the iPhone giant, and about Cisco Systems (CSCO), Hewlett Packard Enterprise (HPE) and other names. As far as "interest levels,” Garcha writes that Apple, HPE, Qualcomm (QCOM), NetApp (NTAP), Motorola Solutions (MSI), and Cisco having fairly high and stable interest from investors, while Arista Networks (ANET), Juniper Networks (JNPR), IBM (IBM), HP Inc.
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