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Drivewaygirl
User Rank
Platinum
been here before
Drivewaygirl   8/12/2011 9:35:40 PM
NO RATINGS
I'm skeptical Scott. Cisco has toyed with us before. I don't like being led on...

TelecomFreq
User Rank
Platinum
Re: Too early to tell
TelecomFreq   8/11/2011 4:00:33 PM
NO RATINGS
I agree, its a bit too early to tell, the main issue that needs to be addressed is a return to solid engineering of new products. Though Cisco is still still number 1 in the routing and switching market, Alcatel-Lucent is closing in on them, it was earlier this year when ALU passed Juniper to become to number 2 company in the routing and switching market, making them a serious threat to Cisco's core buisness.

Value Hiker
User Rank
Platinum
Too early to tell
Value Hiker   8/11/2011 3:34:41 PM
NO RATINGS
I am not so confident that this is a start of  the true turnaround. For Cisco employees I met recently, the morale was low, and good employees are jumping boats. Company's fundamental issues have not been addressed yet. I prefer to stay put at this time

tokyogai
User Rank
Platinum
I think it is a trend
tokyogai   8/11/2011 1:33:07 PM
NO RATINGS
Looking around at the technology infrastructure companies, they have all been starting to buy and to upgrade their systems. The push on 4G mobile requires a lot of other areas to be beefed up. I think the rise in sales seen by Cisco is just a part of this new push. Unless all confidnce is lost, this trend should continue for a while. It takes years for the equipment buys to turn into new network capabilities.

yalanand
User Rank
Platinum
Re : Cisco Hops 17% on Earnings
yalanand   8/11/2011 1:12:35 PM
NO RATINGS
Good to see Cisco shares bouncing up. Needs to be seen if this is temporary bounce back or sustained trend.





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