2020 Outlook The Cloud Has Four Walls
Comment of the Day

December 19 2019

Commentary by Eoin Treacy

2020 Outlook The Cloud Has Four Walls

Thanks to a subscriber for this report from Credit Suisse which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

While the semiconductors sector has been a major outperformer over the last 18 months, the performance of the network infrastructure companies has lagged. There is some tentative evidence that decline is ending following the announcement of the trade war hiatus but it is still early days.

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