PRIMER 8 October 2026 US Networking & Communications Equipment US Networking: Connecting the dots... A primer on networking equipment in the age of AI Daniel Zhu +1 917 344 8309 daniel.zhu@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Viola Chen +1 917 344 8614 viola.chen@bernsteinsg.com Phoebe Sun +1 917 344 8481 phoebe.sun@bernsteinsg.com We initiated on US Networking and Communications Equipment on 9/29 after the close. This note serves as a primer for investors new to the sp ...