Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.
Timm Bechter
Chambers will probably remain fairly cautious. The jobs report wasn't great and there has been a little weakness in U.S. Enterprise spending
weakness jobs enterprise great chambers
We've gotten to the point where Cisco needs to be more optimistic than they have been.
optimistic
There are fewer service providers and they are bigger and more powerful. It stands to reason that they want to buy from larger diversified companies. They'd rather not have to train technicians on products from five or six different vendors.
products powerful reason train
numbers business grow economy
It's very simple. There are too many equipment companies going after too few dollars.
simple
There needs to be rationalization in this industry. No one vendor has a major share.
share rationalization industry
It's almost like Chambers is getting to be Alan Greenspan. The little things he says get interpreted in all different ways.
things chambers
There could be a lot less spending. Most of the network build-out for larger telecom players is already done
This will be a good year for wireless spending but 2006 won't be as good and Lucent is one of the single most companies exposed to that
good single
Management stated that it believes 2006 will be the year of explosive growth in IP (Internet protocol) solutions and it is well positioned for this trend
management growth internet solutions
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