John Chambers
John Chambers
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.
address agenda aggressive bush congress economic fashion focus global healthcare helping information innovation issue issues job leadership litigation math members nation patent policy president remain research science support thank today urge
There is no more important economic policy issue today than helping our nation remain the global innovation leader. To do this, our leadership must focus on an aggressive agenda to support math and science education, patent litigation reform, healthcare information technology, and research and development. We thank President Bush for his leadership and urge all members of Congress to address these issues in a comprehensive fashion to get the job done.
ahead confident five market next opportunity remain three
We remain confident about the market opportunity ahead of us over the next three to five years.
customers given remains visibility
Visibility remains limited, and this should come as no surprise, given that our customers' visibility is limited,
believe brief business cautious creating current customers expansion help increasing pause remain solve sources
While we remain cautious about the implications of a brief pause in the current 10-year expansion of the U.S. economy, we believe that Cisco has never been better positioned to help our customers solve their two most important business issues: Increasing productivity and creating new sources of revenue.
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.
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.