14 ordspråk av Timm Bechter

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 Chambers will probably remain fairly cautious. The jobs report wasn't great and there has been a little weakness in U.S. enterprise spending,

 Cisco is still the bigger of the two players. To say that Juniper is kicking Cisco's butt is really an overstatement.

 Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.

 Cisco needs to show growth in its core markets of routing and switching. It's almost the whole story.

 It's almost like Chambers is getting to be Alan Greenspan. The little things he says get interpreted in all different ways.

 It's very simple. There are too many equipment companies going after too few dollars.

 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,

 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.

 There could be a lot less spending. Most of the network build-out for larger telecom players is already done,

 There could be a lot less spending. Most of the network build-out for larger telecom players is already done.

 There needs to be rationalization in this industry. No one vendor has a major share.

 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,

 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.

 We've gotten to the point where Cisco needs to be more optimistic than they have been.



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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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