We are very happy to be reporting that our pro-forma earnings passed the $1 billion mark for the first time. |
We believe our growth rate indicates that Cisco continues to gain market share against our traditional competitors in most product sectors, |
We didn't really know what was happening, |
We must ... balance the fact that innovation inside the network is just as important as innovation in services and devices connected to the Internet. Broadband Internet access service providers should remain free to engage in pro-competitive network management techniques to alleviate congestion, ameliorate capacity constraints, and enable new services. |
We obviously are getting to be one of the largest players in the industry, so it's hard to grow faster than that number, ... But we're very, very pleased with the last quarter results of 53 percent year-over-year. That's on the upside, so I wouldn't get too optimistic when it goes above 50 percent, just like we encouraged people two years ago, when it went below 30 percent growth for us, not to get too pessimistic. |
We remain confident about the market opportunity ahead of us over the next three to five years. |
We saw strength across our core switching and routing businesses, as well as traction in our advanced technologies. The service provider and public sector segments, in particular, continue to be solid markets for our products, |
We see no indications in the marketplace that the radical Internet business transformation in practices like customer service, supply-chain management, employee training, empowerment, and e-commerce that is taking place around the world today is slowing -- in fact, we believe it is accelerating globally, |
We see no major changes in that model for the next several years, ... In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several years. |
We see no major changes in that model for the next several years. In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several 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. |
We want to be the most predictable, boring growth company, |
We were comfortable with first-quarter results, |
We will invest 1.1 billion dollars in India, of which 150 million dollars would be for providing leasing and financial solutions to the company's customers and partners, |
We won't change at all, ... We feel consolidation will continue. We're seeing more and more movement to fewer networking vendors. |