Timm Bechter
Timm Bechter
bigger buy fewer five larger products providers rather reason service six stands train
There are fewer service providers and they are bigger and more powerful. It stands to reason that they want to buy from larger diversified companies. They'd rather not have to train technicians on products from five or six different vendors.
gotten needs optimistic point
We've gotten to the point where Cisco needs to be more optimistic than they have been.
believes explosive growth management solutions stated year
Management stated that it believes 2006 will be the year of explosive growth in IP (Internet protocol) solutions and it is well positioned for this trend,
larger less network players
There could be a lot less spending. Most of the network build-out for larger telecom players is already done,
companies exposed good single spending wireless year
This will be a good year for wireless spending but 2006 won't be as good and Lucent is one of the single most companies exposed to that,
companies equipment few
It's very simple. There are too many equipment companies going after too few dollars.
alan almost chambers says
It's almost like Chambers is getting to be Alan Greenspan. The little things he says get interpreted in all different ways.
major needs
There needs to be rationalization in this industry. No one vendor has a major share.
almost core growth markets needs
Cisco needs to show growth in its core markets of routing and switching. It's almost the whole story.
areas bigger business core fast grow needs numbers product since
Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.
bigger kicking
Cisco is still the bigger of the two players. To say that Juniper is kicking Cisco's butt is really an overstatement.
chambers enterprise fairly great jobs remain report weakness
Chambers will probably remain fairly cautious. The jobs report wasn't great and there has been a little weakness in U.S. enterprise spending,