Sometimes it's all about the execution.

Motley Full Money. I'm Deidra Woolard here with Motley Full analyst Tim

Byers. Tim how you doing this morning?

Well he caffeinated, ready to go.

Glad to hear it. We double dipped on you this week, but I think for good reasons because there's so much

interesting stuff to talk about and we're going to mix it up today with a little bit of tech and a little

bit of retail, so a little something for me and a little something for you. I want to start up with a networking company

Cisco. I have owned Cisco since before the dot-com bust and have held it through

horrible years.

I'm maybe a little optimistic about where

they're headed as they get deeper into the AI infrastructure.

You know, the revenue was solid, their software and

subscription business that's growing, but man the market just hated the

guidance, so I'm trying to figure out where Cisco goes from here.

Should I be optimistic? I'm trying to figure out where Cisco goes from here.

Should I be optimistic?

Well, let me give you a reason to be optimistic.

I mean, normally in situations like this, there's a market overreaction. I think that probably is the case here.

There's a couple of things that are going to be interesting indicators, but let's talk about first things first here.

What Cisco said is that orders are not coming in at the

rate that they want them to come in. The street did not like that. The guidance

is going to be muted. And so ultimately what this means is that they have

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