Erik Suppiger
Erik Suppiger
cycle legitimate upgrade
There's a legitimate upgrade cycle coming. It's just getting started.
expecting guidance run stock strong
The stock has had a strong run and I'm not expecting guidance to necessarily be a significant catalyst.
believe channel core customers features improvement introduced issue lost partners product transition
I believe there is a product transition issue going on. I think that it has lost the mindshare of its channel partners and some customers because, from a product improvement perspective, it hasn't introduced new features for its core product in about a year.
buy expect features generate gets good product quarter transition
I would expect when the new features come out, it will generate an acceleration in the company's growth. And while the product transition is a least a quarter out before it gets meaningful, I still think it's a good buy at this level.
activity america certainly improving line north order point reported results signs slightly stronger terms
North America was stronger than I was anticipating in terms of bookings growth. While the reported results were in line to slightly better than expected, they certainly point to improving order activity and some encouraging signs on that front.
marginal slightly
This is a marginal disappointment. Revenues were slightly shy.
apparent certainly estimates raised whisper
Cisco certainly outdid the whisper numbers, so to speak. It is pretty apparent that estimates will be getting raised going forward.
basically consensus fact guided light low missed range revenue slight yes
In light of the fact that they basically were at the low end of their guided range and they missed the consensus revenue number, yes I think there's a slight disappointment in the revenues.