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Will Affirmed Networks Melt $4 Billion From Cisco's Top Line?

Cisco Systems getsabout half of its roughly $7.4 billion in routing hardware revenues from selling to voice, data, and video transmission service providers, according an August 2016 conference call withKelly Kramer, Cisco'sCFO. Thanks to their declining capital expenditures it's hard to see how those service providers will keep spendingnearly $4 billion [...]
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