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James Faucette of Morgan Stanley probes about the pace of making acquisitions. CEO Chuck Robbins said $CSCO is in a good position as a strategic buyer with some of the challenges in the public market and some of the valuations becoming a little more realistic. He added that over the next 12 months, it will not be as fast paced as it was last year.
$TWTR mentions Snap as one of its fiercest rivals in its 10K filing. Great head start for Snap ahead of IPO!