John Chambers
John Chambers
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,
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.
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.
bundle communication consumer emerging key online provider service strategic triple video
Video is emerging as the key strategic application in the service provider triple play bundle of consumer entertainment, communication and online services.
architecture blurred business consistent customer customers designed family help improve line position product products provide segments served structure unique united
Our line of business structure has served us very well in the past, when customer segments and product requirements were very distinct. Today, the differences have blurred between these customer segments and Cisco is in a unique position to provide the industry's broadest family of products united under a consistent architecture designed to help our customers improve productivity and profitability.
adviser becoming believe business clear compelling confident customers economy economy-and-economics global provide strategic technology value
It is becoming increasingly clear that the global economy is improving, ... As customers feel more confident to invest, we believe that we are well positioned to provide compelling value as a strategic business adviser and technology partner.
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.
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,
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,
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.
area everybody market
Everybody understands the market in this area is consolidating,