Everyone's been talking to everyone for a long time. |
Going into the quarter there was a ton of concern because a number of (technology companies) have really struggled. Everyone assumed that Cisco would see that weakness. But Cisco really didn't see it and appears to have taken market share. |
It's obviously disappointing. This guidance isn't going to get anyone excited. |
There's not much in the way of revenue growth and their margins are not going up. That's not a particularly good story. |