Everybody understands the market in this area is consolidating, |
For the first time in a very long time, I believe the external factors are slowly starting to be more positive, ... This is still a minority view, held by a minority of our customers, but we've seen early indications that the recovery could be gaining momentum. |
For those that have fixed exchange-rate regimes, you will need a greater amount of foreign reserves. That's the case in Belize, it's the case in the Eastern Caribbean zone and it's also the case in Barbados. In those cases, the level of reserve coverage is one of credit weakness. Where you have a bit more flexibility in the exchange rate ? for instance, Jamaica ? you would require a smaller amount of international reserves. |
From a global CEO and government leader perspective, we remain in a `show- me' economy, |
From an operational perspective, this quarter was a home run, |
Given the uncertainty going into the Y2K quarter, we are very pleased with our quarterly results, |
Globally, business and government leaders are beginning to dramatically transform their traditional business models into Internet economy business models, ... Customers are increasingly seeking Cisco's expertise to help them through this transformation. |
Globally, business and government leaders are beginning to dramatically transform their traditional business models into Internet economy business models. Customers are increasingly seeking Cisco's expertise to help them through this transformation. |
I believe we are in at least a two-quarter slowdown, |
I believe we are in at least a two-quarter slowdown. |
I think it's too early to tell, |
I would say this for Montserrat ? one of its credit weaknesses is that it's in a zone that depends greatly on external savings. |
I would summarize the quarter as a solid quarter from a revenue and earnings per share perspective and a strong quarter from an orders perspective. |
I would summarize the quarter as a solid quarter, |
I would summarize the quarter as balanced, with solid results in a majority of areas, |