5 network predictions for 2017

It’s hard to believe the year is almost up. That means ‘tis the season to be jolly and to deck the halls. For analysts, it’s time to put on a Carnac the Magnificent hat and try and predict the future. I already did a couple of posts look at the strategies of Cisco and some of its key competitors, so I’ll stick to broader industry themes. 

1. A repatriation holiday passes and stimulates some mergers and acquisitions.

I have been beating the repatriation drum for years. In fact, in 2011 I wrote a post asking President Obama to grant a one-time holiday.

If you’re not familiar with what I’m referring to, repatriation is the process of bringing foreign cash back into the United States. The tax rate on this has been absurdly high, so companies with large foreign holdings leave the cash outside the country. A lower rate would bring some tax dollars into the country and allow companies such as Cisco, Microsoft and Apple to invest more domestically. 

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