Cisco is getting a lift from apparent momentum behind its Nexus 9000 switches and Application Centric Infrastructure fabric. Investment firm UBS boosted its Cisco stock price targets after discussions with EMEA chief Chris Dedicoat yielded numbers UBS found encouraging.

Cisco has 900 – 1,000 Nexus 9000 customers and 120 customers for ACI and its Application Policy Infrastructure Controller as of fiscal Q1, according to UBS analyst Amitabh Passi, based on his talks with Dedicoat chronicled here in Barron’s. Passi senses increasing confidence and momentum in switching, software-defined networking, data center, mobility and ASR 9000 edge routing.

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