Re: Just curious ..
The key is:
"Asia and Japan, which are supposed to be Chipzilla's growth areas, actually fell by eight per cent."
Based on earlier statements by Cisco, the 8% drop is largely as a result of a 10% drop in sales in China due to the US-China trade sanctions.
I would be surprised if Cisco was able to get the majority of that business back.
I haven't seen any evidence that this is security related, only speculation and the speculation tends to ignore any impact of trade sanctions.