CEO Chuck Robbins said he thinks that will make for overall higher IT spending and stronger custom from the public sector.
A lot of businesses have tanked. And those businesses who have survived do not have enough money to spend. And a lot of those businesses that have managed to scrape a few dollars will prioritize anything else but the networking gear to spend money on.
If there are some that are able to weather this storm it will not help because, guess what, the Cisco's prices are not really affordable.
Has anyone asked at the "floor price" of Cisco's SD Access? It targeted at business with very deep pockets.
And do not get me started about the "stability" of the codes.