Shares of Cisco (NASDAQ:CSCO) reacted only slightly to the company releasing earnings. In this video, Motley Fool senior technology analyst Eric Bleeker has several other storylines that he wants investors to be aware of with Cisco today. He discusses why he really likes the company's IT spending at the moment, why the Cisco narrative as a switching and routing play is rapidly shifting, and how the company's cash management is evolving. He also talks about how it affect you.

Eric Bleeker, CFA owns shares of Cisco Systems. The Motley Fool recommends Cisco Systems. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.