John Chambers
John Chambers
commercial decisions evolution five leaders market next opportunity question three
We always try to look three to five years out in the decisions we make and there's no question that the Cisco brand, our opportunity in the commercial market and the evolution of our leaders are going to take us to the next level.
access balance broadband capacity connected devices enable engage fact free innovation inside internet management network providers remain service services techniques
We must ... balance the fact that innovation inside the network is just as important as innovation in services and devices connected to the Internet. Broadband Internet access service providers should remain free to engage in pro-competitive network management techniques to alleviate congestion, ameliorate capacity constraints, and enable new services.
economy pick
When the economy does pick up, ... so will ... spending.
billion customers dollars financial invest million providing solutions
We will invest 1.1 billion dollars in India, of which 150 million dollars would be for providing leasing and financial solutions to the company's customers and partners,
capacity completed facility
When completed the new facility will have the capacity to accommodate approximately 3,000 staff,
believe beyond capital extend spending
We also now believe that this slowdown in capital spending could extend beyond two quarters,
both changes enterprise last major markets model next optimistic point position provider service several
We see no major changes in that model for the next several years. In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several years.
both changes enterprise last major markets model next optimistic point position provider service several
We see no major changes in that model for the next several years, ... In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several years.
believe business customer employee internet practices radical slowing taking today
We see no indications in the marketplace that the radical Internet business transformation in practices like customer service, supply-chain management, employee training, empowerment, and e-commerce that is taking place around the world today is slowing -- in fact, we believe it is accelerating globally,
aspect changing talking
We're talking about changing every aspect of our lives,
growth highlight last list number order percent quarters six strong year
While there were a number of highlights, it was probably the U.S. that topped the highlight list with strong order growth of approximately 20 percent year over year. This is better order growth than we've experienced in the last six quarters in the U.S..
improvement pleased results room
While there's always room for improvement, ... we were very pleased with our results in what is a seasonally-challenging quarter.
above below encouraged faster goes grow growth hard largest last obviously optimistic people percent players pleased quarter results
We obviously are getting to be one of the largest players in the industry, so it's hard to grow faster than that number, ... But we're very, very pleased with the last quarter results of 53 percent year-over-year. That's on the upside, so I wouldn't get too optimistic when it goes above 50 percent, just like we encouraged people two years ago, when it went below 30 percent growth for us, not to get too pessimistic.
against believe continues gain growth market product rate share
We believe our growth rate indicates that Cisco continues to gain market share against our traditional competitors in most product sectors,