Tim Daubenspeck
Tim Daubenspeck
good growth margins revenue
There's not much in the way of revenue growth and their margins are not going up. That's not a particularly good story.
anyone guidance obviously
It's obviously disappointing. This guidance isn't going to get anyone excited.
talking
Everyone's been talking to everyone for a long time.
appears assumed concern market number quarter taken ton
Going into the quarter there was a ton of concern because a number of (technology companies) have really struggled. Everyone assumed that Cisco would see that weakness. But Cisco really didn't see it and appears to have taken market share.