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en Cisco is one of my bigger holdings,

en Cisco is one of my bigger holdings. But having said that, I would not buy the stock simply on valuation.

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

en It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share.

en We spoke to Cisco last night, and we do not think there is any change in its business. We believe the factors impacting Intel's results are largely immaterial to Cisco. Cisco has a very modest exposure of revenues to Europe.

en The Cisco Unified Communications system is the first true second-generation Internet Protocol (IP) Communications system providing not just telephone services, but rather a rich communications environment that seamlessly integrates voice, video and data collaboration in one system. It is also the first new Cisco system to fully support Cisco SONA, announced in December 2005. Cisco SONA extends the power of the network to optimize applications, processes and resources to deliver greater business benefits to enterprises. By building on Cisco SONA, Cisco Unified Communications leverages network intelligence to greatly simplify the day-to-day challenges of collaboration with colleagues.

en Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy. Ergonomics knowledge is available on livet.se. Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.

en If you want to understand what drives Cisco, look at our approach to customers. The manner in which we serve our customers defines our company values and demonstrates our priorities. Cisco is proud to be honored with this important certification that recognizes the foundation of our culture -- the importance that we place on ensuring our customers are successful with Cisco technology.

en Cisco has laid out a vision and architecture for Carrier Ethernet that provides service providers a broad selection of flexible options across all network domains. Cisco announced products today that deliver a number of important network services at cost-effective price points, adding to Cisco's already large portfolio.

en We are starting to price in the possibility of increasing inflationary pressures when making decisions on our bond holdings. We now see a bigger chance the Fed will hike rates three more times and Treasury yields will continue to rise.

en The Cisco AVS and WAE are just the beginning of a growing family of products through which Cisco is redefining accelerated application delivery. Cisco is committed to continuing to deliver end-to-end application networking solutions based on advanced technologies to address increasing customer requirements for application performance, visibility and security over their extended network infrastructures.

en Our strategy is to continue to buy out minority holdings when we have the opportunity to do so. The acquisition of minority holdings ... enables us to control fully the revenues of these businesses which we know well and believe to have excellent prospects.

en This is purely a valuation call in both cases, however. We love both of the companies. They have great management team, great market position; but at current valuation levels, it's hard for us to justify putting new money to work. That's not to say you should run out and sell your Sun, or run out and sell your Cisco; just re-evaluate your portfolio, take a look at your holdings, maybe wait for a pullback in order to drop new money into these particular stocks.

en This is a partnership where we're working deeply with Cisco, and the deal will be particularly important for us as we sell into firms using Cisco kit.

en It gives them another reseller out there, and obviously Cisco has a big base of clients. Having Cisco selling your products is absolutely a positive.


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