About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

Contact Cabling Installation & Maintenance

Editorial

Patrick McLaughlin

Serena Aburahma

Advertising and Sponsorship Sales

Peter Fretty - Vice President, Market Leader

Tim Carli - Business Development Manager

Brayden Hudspeth - Sales Development Representative

Subscriptions and Memberships

Subscribe to our newsletters and manage your subscriptions

Feedback/Problems

Send a message to our general in-box

 

Cathie Wood Likes UiPath Stock Over NVDA, Should You?

Cathie Wood

If you missed out on the 244% gain in Nvidia Corporation (NASDAQ: NVDA) in the past 12 months, you have impressive company. Cathie Wood, head of Ark Investment Management, sold NVDA stock in 2023 and never looked back.  

Critics of Wood, of which there are many, will see this as more ammunition for their critiques of her investment style. Detractors point most commonly to her Ark funds' heavy concentration in highly volatile disruptive technology stocks, the lofty valuations of many top picks, and – in some cases – underwhelming short-term performance.  

But could this be a tortoise and hare situation where Wood will, over time, enjoy the last laugh? Wood hasn't abandoned artificial intelligence stocks. She's just taking a different path. Whether or not she succeeds will depend on one stock that her funds have been buying hand over fist, that of UiPath Inc. (NYSE: PATH).  

A Path to Future Riches? 

Wood started buying PATH stock in April 2022, which coincided with the company going public. She has continued to hold or add to her position to this day. Today, UiPath is the second largest holding by share count in her signature Ark Innovation ETF (NYSEARCA: ARKK).  

At the time of her first purchase, Wood expressed "high conviction in UiPath's ability to integrate Robotic Process Automation (RPA) into many business processes across large enterprises around the world." To that end, UiPath has customers in several sectors, including healthcare, banking and financial services, insurance, government, telecom, and manufacturing.  

The company's mantra is "UiPath is AI at work." Its AI software bots can help enterprise customers move from discovery to fully automated operations. Since the first quarter of its 2022 fiscal year, UiPath has grown its annualized renewal run rate (ARR) at a compound annual growth rate (CAGR) of 35% through its most recent quarter ending in September 2023.  

It's the Egg to the Chicken 

The growth of Nvidia reminds investors that the AI story is still in its early stages. That's why investors continue to rush into Nvidia. AI chips will be essential to enabling AI applications. But no chip can make an application happen with software. Perhaps that's the bet that Wood is taking on UiPath.  

The question is, should you?  

PATH stock is down more than 66% since its initial public offering (IPO). However, the stock is up 52% in the last 12 months, but the UiPath analyst ratings on MarketBeat have a Hold rating on the stock with a $22.32 consensus price target that is 6% below the price on March 4, 2024.  

Looking at the option chain for PATH stock, $23.50 seems to be a sweet spot for short-term call and put options. Going out until mid-April, traders anticipate that the stock will be range-bound around its current level.  

One catalyst could be the company's next earnings report on March 13, 2024. The company is forecasting revenue of $381 million. That's slightly below the consensus estimate of $382.84 million. Additionally, the company expects annual recurring revenue (ARR) to be between $1.45 billion and $1.455 billion.  

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.