chuck robins saying that was consistent globally across the portfolio. in terms of the segments, infrastructure platforms that came in better and thaekted 7 plt 6 billion, the company's core networking offering related to switching and routing applications came in at 1.4 billion. security up 11% to 61.1 million. the q 2 guidance saying they did normalize no include thedy vised. grow on 9% on to the top none daup gap eps for more on what chuck robins you will hear jim cramer interview him. >> the stock up almost 5% right now. guy where do we go with cisco. their guidance is good on enterprise spending. >> the quarter was good. bet on eps and revenue that's good operating margins better than the street was looking for almost 32% the street was probably 30.5%. very good. the sque second quarter guide in line not a big deal. what are you willing to pay for this company probably trading close to 14 times next year's earning. 9 and a half to the 10%. eps what's the right multiple i would be inclined to by it upon a market resistance at a number of than more in

chuck robins spoke on mad money.very hedgefund has said late cycle which means you own nothing and should be short. i can tell everybody -- what value is that? everyone should be short. >> you are really casual today. >> robins talked to you about tariffs, something that wal-mart cfo has echoed. listen to what robins told jim last night on "mad money." >> we didn't see any difference in the momentum before we did that and the momentum after that in the quarter. obviously, we would prefer that the tariffs don't get increased to 25% january. my belief has been once we get through the mid terms that the administration would begin to focus on this. we are beginning to hear positive sound bytes around this. i'm optimistic that we will get to some resolution. >> some positive sound bytes. >> eight percent revenue is very strong. that was a reference. marlon brando said that. >> thank you -- i don't take offense. >> that's good. >> it's only personal. chuck robins, the kind of growth that he had and the fact that he is shif

we've been telling club members that cisco is doing well and has a terrific management team led by chuck robins. i am looking for a good number augmented by the decline in price for a lot of components they buy if you can get it around these levels i think it's a good thing. i think it's worth buying. i can't wait to hear what walmart says thursday morning. i suspect it'll be good. walmart's last call was a smash hit and i bet we get another one. i think their online numbers will be excellent too and listen if they talk about tariffss if they talk about a ton of merchandise from china the main thing i care about, 100 million shop there every week. i don't think that's happening, why i still remember a rate hike semiconductor pick of the litter applied material and some say lamb is better than them and then, wow, maybe the best manufacturer these days on earth, nvidia. my favorite in the space you could argue the sell-off began when applied materials told us about a pause in demand. we'd love to hear the pause is over i won't give you that green light. i think the stock, nvidia, let's say the na

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