John Chambers
John Chambers
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,
continues gain global momentum recovery
recovery continues to gain momentum on a global basis.
billion cash combining customer execute future gained generate industry last loyalty market networks operations optimistic per potential profitable providers service share strategy
We're profitable and have the potential to be very profitable, ... We generate cash from operations of over $1 billion per quarter. We have $19 billion in cash and equivalents in an industry that is in debt. We've gained more market share than we've ever gained in this last quarter. We've got the customer loyalty and strategy for where the industry's going, which is combining networks for service providers and enterprises. So I'm very optimistic about our future if we execute right.
chances five gain lose market next players share three
In the next two to three years there will probably be only three to five players in this area. The chances to gain or lose market share are exciting.
believe early external factors gaining held minority recovery seen slowly starting time
For the first time in a very long time, I believe the external factors are slowly starting to be more positive, ... This is still a minority view, held by a minority of our customers, but we've seen early indications that the recovery could be gaining momentum.
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.
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,
champion creation debating determine job options proud strongly
What options expensing will determine is job creation and job loss, ... This is why we are debating it so strongly and I'm proud to champion it.
across advanced continue core markets provider public saw sector service solid strength switching
We saw strength across our core switching and routing businesses, as well as traction in our advanced technologies. The service provider and public sector segments, in particular, continue to be solid markets for our products,
area everybody market
Everybody understands the market in this area is consolidating,
across assume build employees home number security
Assume employees are going across a lot of networks. So you have to build in security from the home to any number of networks.
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.