128 ordspråk av John Chambers

John Chambers

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Our overall guidance is to be more conservative in the third and fourth quarters. We expect a much wider range of estimates.

We remain confident about the market opportunity ahead of us over the next three to five years.

We thought this [downturn] would last for two quarters, ... Now we are saying that it will last for at least - at least ? three quarters.

The first three-and-a-half months of calendar year 2001 have been extremely challenging for many of us in high-tech.

Changes that used to occur over quarters are literally occurring over months.

Within the Nasdaq as an example, I do believe that out of the top 100 companies ... half of them will not be around five years from now,

One of the cornerstones of what I believe will be the future is wave after wave of applications,

We're talking about changing every aspect of our lives,

linear and on expectations.

What this industry is about is back to the basics in the new Internet economy; and the basics are profitability, cash flow, productivity and market-share gains,

We're profitable and have the potential to be very profitable, ... We generate cash from operations of over $1 billion per quarter. We have $19 billion in cash and equivalents in an industry that is in debt. We've gained more market share than we've ever gained in this last quarter. We've got the customer loyalty and strategy for where the industry's going, which is combining networks for service providers and enterprises. So I'm very optimistic about our future if we execute right.

[That was the case Wednesday night, when Cisco executives talked about results for the fiscal second quarter (which closed on Jan. 26). Chambers and chief financial officer Larry Carter spoke only about the next quarter, when revenue growth from the second fiscal quarter is expected to be nil or in the low single digits.] Our visibility is still very limited, ... If there's one lesson we've learned over the past year, it's how quickly things can change.

Visibility remains limited, and this should come as no surprise, given that our customers' visibility is limited,

From an operational perspective, this quarter was a home run,

with a slight upward bias.

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