瑞信-全球-TMT行业-2019年TMT会议要点-2019.12.6.pdfVIP

Equities Research 2019 TMT Conference Takeaways: Full Conference 6 December 2019 Credit Suisse Global Product Marketing Communications and Networking Equipment Datacenter REITs Arista Networks [ANET.N] 3 CommScope Inc. [COMM.OQ] 16 TMT Conference Takeaways Remain Outperform Despite Continued Business Pressures Sami Badri NEUTRAL Sami Badri OUTPERFORM Cisco Systems [CSCO.OQ] 4 Equinix, Inc. [EQIX.OQ] 17 TMT Conference Takeaways TMT Conference Takeaways Sami Badri NEUTRAL Sami Badri OUTPERFORM F5 Networks, Inc. [FFIV.OQ] 5 TMT Conference Takeaways IT Hardware Sami Badri OUTPERFORM CS 2019 TMT Conference 18 Motorola Solutions [MSI.N] 6 2019 TMT Conference Day 1 Takeaways TMT Conference Takeaways Matthew Cabral Sami Badri OUTPERFORM CS 2019 TMT Conference 19 Switch, Inc. [SWCH.N]