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.