I obtained Roku wrong originally and then I got on board after my children told me,’Dad, I believe, exactly what are you doing?’ Roku is real. I presumed that Amazon was going to wash them out. That was wrong. Amazon doesn’t always destroy, though we call it the Death Star.”
:”Look, I believe Cisco’s fantastic. There has been a really great article at the Journal today about all the things that [CEO] Chuck Robbins has done correctly and that I believe people need to see it. It has a three percent return and remember the fact that they were hurt by DRAM costs, which have come down, so consequently their margins will expand.”
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