so when you -- take, for example, arista which is networking, the consensus view is positive. of the calls i got on wednesday and thursday when we downgraded the space were on arista specifically. that's where my concern is, that the street expectations are not aligned with the forthcoming decline in spending and it cuts across networking and the areas of cybersecurity related to networking not all areas of cybersecurity in addition -- and that's an important thing we said. we spoke with the big retailers, there was an industry conference recently, we spoke with the big reta retailers, they are talking about pushouts of person project in cybersecurity from beginning of '23 to the end of '23 and maybe 2024 these kind of push outs, again, are not expected by the street. >> tal, i'm wondering about the impact of companies that have been gaining share or have models that seem to leave them open to continued growth in this environment. i'm thinking specifically about enterprise demand, right juniper has been gaining some share, so there's that argument there, and then if you are ta

this time on arista network.arget of 140 and a price spend on its market share expansion opportunities just a couple of reasons behind the bullishness. the $30 billion company up a percent in today's trade and it is higher than it was 12 months ago, dee. >>> as we head to break look at stocks not helping the tech rebound. a bit of a mishmash of names arista up 0.2 of a percent "tech check" is back in just a moment only at vanguard you're more than just an investor you're an owner. that means that your priorities are ours too. our interactive tools and advice can help you build a future for the ones you love. that's the value of ownership. (ted) after talking and texting for years, we got married... can help you build a future for the ones you love. for the family plan. (jane) and then we really expanded our family... for the wireless savings. (ted) it seemed like the responsible thing to do. (jane) and then, just yesterday, my sister told me about visible. (sister) yeah, get unlimited data for as low as $25 a mon

so this is a lot of factors weighing on the economy, weighing our, posing arista economic growth, the c b had originally wanted to do a gradual rate increase after so long with, with a neutral even negative rates. but they just felt that the situation was so bad that they had to make a stronger and stronger move. right. and so it, the, the aim presumably to stop the eurozone from falling into recession. will this do that? yeah, i mean, it's a really great question. obviously, this is the whole point of what they're going for here. and what are we talking about when you talk about recession? we're of course, talking about 2 consecutive quarters of negative economic growth. now the thing about raising interest rates is that it's a very delicate balance, big, big, he raised too hard too quickly and then it's very easy to trigger and economic recession. this is why the cb had been so reluctant. many people had said they should have acted months ago, just like the federal reserve in the u. s. did they started raising rates earlier this year? but yeah, i mean, there's so many different fact

comprarle la calle en vez de prepararlos en nunca estudiar y >> sandra bonilla está con expertos aristas por año en café lo que se desglosa en aproximadamente 92 dólares al mes. puede prevenir ciertos tipos de cáncer. puede prevenir el alzheimer, también te ayuda a mantener el peso. es un diuréticonatural para combatir la inflamación >> es muy posible que el café que usted tomó esta mañana haya sido tostado o empacado por manos hispanas. en (nombre inaudible), trabajan cientos de latinos que a diario realizan funciones como catar la bebida, tostarlo, distribuirlo, entre otras. por décadas en la antigüedad estos fueron los molinos de café que usaban. sin embargo hoy en día la manera en la que se produce y se consume esta bebida milenaria ha cambiado mucho >> hay que empezar con un café de calidad, que el café esté fresco, tiene que tener el molido adecuado para que el café cuele bien. también el café es el 98 por ciento de aguas y que el agua tiene que ser fresca, sin impunidades o algunos olores. son los clientes más importantes para café >> en momentos en que la economía es un tema que

be on this in this calendar it seems to me that tanya rodin rudenko came up with the idea of ​​an aristas, i think she said it because of the idea of ​​tatyana rudenko, our favorite volunteer. also, it is important to say that she chose tatyana for herself. the image of a motanka and i would like to devote literally half a minute of our broadcast to this ukrainian symbolism, because it is from the conversations and with the story of the military , the very rooms in the kyiv region where the motankas were located, where they just stood like dolls such decorations in the house, because for example, i also have a whole collection of motanka in my room, then in the office and the fund, then there are the military, the russians, the military, what kind of war criminals are they, they were afraid to touch those rooms. for example, i adore motanka since childhood and i did not even pay pay attention to the fact that they don't have faces, the russians probably just thought that they were some kind of voodoo dolls and it's better not to go there yes, yes, since february, thanks to my volunteers,

you have now somehow used to have arista hung into the 1st one would wake everyone up at 3 in the morning and i don't mean just as he would wake all the neighbors. tune up your stomach exit. yeah. and then we had another rooster that guard at the flock so well it would attack us and wouldn't let us approach the hens. meta him, we got rid of that one too. he had to numbered on all hopkins. and these hands also have to live without a rooster. now, up until a week ago, there were still 3 young roosters in the connell family's yard. they got along well until a fight broke out between them over the hans peace and harmony never returned. and so the roosters ended up in the frying pan. the family's passion for chickens began with a birthday surprise. they got to borrow chick, and there was no turning back. they just had to have another 5. that was the plan. anyway, i go a lot of these kind of no one i know stuck to 4 or 5 chickens. once you've caught the chicken bug, there's no going back like you'd see it is minus the 3 roosters. they now have 10 adult chickens and another 14 chicks hatched 2 w

arista networks is looking to make a bottom and snowflake. these are the stocks have been beaten up the most the charts are starting to turn. i like at the stock market and charts and they are all turning constructive we need to pay attention to it i don't think a lot of investors look at what can potentially can go right and everybody is looking at what is wrong. >> craig johnson thank you very much. we appreciate it. >>> when we he come back on the show, more on the story and natural gas flowing through the nord stream 1 pipeline we go back to brian sullivan in germany with more. >>> and goldman sachs's jeff cuk currie will say why gas will remain limited going forward. >>> and the morning's big money movers shares of one airline in the mystery chart failing to takeoff following the quarterly results. that name coming up. you have a very busy hour still ahead when "worldwide exchange" returns after this commercial break. what if you were a global energy company? with operations in scotland, technologists in india, and customers all on diffe

. >>> time now for a gut check juniper, arista and f5 are bracing for supply chain problems the otherstill see value in ararista. they're calling it one of the best protect networking games against the current macro environment, carl. zbll jon, let's it uturn to twi. the trial set for october following that court hearing in delaware on the heels of the decision, our next guest is finally ready to break silence having made no comments on the saga since musk first made the bid for the platform in april. joining us this morning to discuss former twitter ceo dick costolo is here. >> great to be here. great to be back here. >> first, just a comment on the hearing that we got. it's early days, obviously a general sense that better to win the coin toss than lose it >> yeah. i mean, like most people, i think i learned the word chance about 48 hours ago so i'm no expert in delaware chancery court but what seems to be in twitter saber, you know, hard to know. there are a bunch of hedge funds that have taken a long position here one of the previous guests seemed to believe based on their knowled