Cisco's Chambers Glows at N+I

COMMENTS

Newest First | Oldest First | Threaded View

Page 1 / 6 > >>

macsteelship 12/5/2012 | 3:08:27 AM

re: Cisco's Chambers Glows at N+I Hi,

I'm planning update my entire networking equipment and I have to choose between this two brands.
For one hand Cisco offers me:

1 Catalyst 4506 (Layer 3 - Core Switch)
13 Catalyst 2950SX (Layer 2)

And Nortel:

1 Passport 1624G (Layer 3 - Core Switch)
13 Baystack 470 (Layer 2)

I want that my network be fast and stable.
Which one you recomend it?

Thanks,
Mariano.

Reply | Post Message | MESSAGES LIST | START A BOARD

enigmata9 12/4/2012 | 10:26:52 PM

re: Cisco's Chambers Glows at N+I He's crowing about the fact that Cisco is well positioned to survive amongst the bloodbath of the last year and a half. The key is that revenues aren't in a nosedive like so many other of Cisco's competitors. All in all, I'd say that's something to crow about.

Reply | Post Message | MESSAGES LIST | START A BOARD

maryhadalambda 12/4/2012 | 10:26:52 PM

re: Cisco's Chambers Glows at N+I No revenue growth, flat sales. What's this guy got to crow about? I hear he's auditioning for the role of Truman Capote ...

Reply | Post Message | MESSAGES LIST | START A BOARD

wilecoyote 12/4/2012 | 10:26:51 PM

re: Cisco's Chambers Glows at N+I Are you kidding? I mean really...kidding, or just naive?

Cisco has $21.5 B in cash. They are profitable. They showed growth while Juniper, Nortel, Ericsson, Alcatel and Lucent all fell down, hard. In the worst technology market in two decades, Cisco has now won in their key markets. Yes, they won. They are the Microsoft for communications, without the antitrust. Get over it.

Reply | Post Message | MESSAGES LIST | START A BOARD

gumbydammit 12/4/2012 | 10:26:50 PM

re: Cisco's Chambers Glows at N+I
How many companies (and employees) would KILL for flat growth right now?

CAW, CAW.......CAW!
/gd.

===========================
No revenue growth, flat sales. What's this guy got to crow about? I hear he's auditioning for the role of Truman Capote ...

Reply | Post Message | MESSAGES LIST | START A BOARD

let-there-be-light 12/4/2012 | 10:26:50 PM

re: Cisco's Chambers Glows at N+I Who is naive here?

Why compare Cisco with LU, Alcatel, and Nortel and spout about the toughest technology market in living memory?

Why not compare Cisco with Intel or Microsoft? You might as well.

Stupid is as stupid does

Reply | Post Message | MESSAGES LIST | START A BOARD

wilecoyote 12/4/2012 | 10:26:49 PM

re: Cisco's Chambers Glows at N+I OK Forrrest...thanks for clarifying: you are naive. Now that we've got that squared away, let's look at the facts:

I'm comparing their "real" competitors, or the companies that were once positioned to compete against them.

Consider this: Cisco, with their cash and market cap, can buy almost all of these companies combined.

And, what's wrong with comparing with Intel and Microsoft? They too have tens of billions in cash and can win any battle they really want to win. Ain't nothing wrong with that.

Reply | Post Message | MESSAGES LIST | START A BOARD

let-there-be-light 12/4/2012 | 10:26:48 PM

re: Cisco's Chambers Glows at N+I I apologize. My stupid comment was WAY out of line.

Nevertheless, comparing Cisco with those telecom companies is very misleading.

What we have is a telecom meltdown, and not an enterprise meltdown. Cisco totally dominates the enterprise, and is doing extremely well, so no real surprises and nothing to really crow about. If the stock market wants to take off on another flight of fancy, fine with me...(even LU's stock price went up today, how ridiculous can you get??)

Now, if you were to show me Cisco increasing revenues in their telecom part of the business, I'd be really impressed..

Until then, remember, pride comes before a fall..

Reply | Post Message | MESSAGES LIST | START A BOARD

wilecoyote 12/4/2012 | 10:26:47 PM

re: Cisco's Chambers Glows at N+I Alright, enough. You usuall have interesting insights here so let's retract our claws.

I personally think Cisco was smart to never take its eye off the golden goose of enterprise networking. It is the largest business they have and nicely profitable. What they are doing right now is waiting until the market looks ready to recover in the carrier world (could be a few years) and they will start making moves to build a worthwhile product line when the time is right.

Who can you really compare Cisco to anyway? Extreme is only around to keep the DOJ off Cisco's back, selling as a second source (not a bad place to be in some ways, like a pilot fish on a shark, eating up scraps but hey you're alive!). Foundry and Riverstone are unidimensional, one product companies despite the hype, and there is no differentiation in their product lines. Startups? Please. Every one of them is begging to get cheap Cisco stock.

Juniper can't get out of its own way now.

So, the relatively large systems companies are the only near term competition because if push comes to shove, they can buy most of the smaller firms.

I'm impressed with financials right now. Not necessarily who's winning contracts in the carrier world. Financials are everything for at least another 12 months. Technology is taking a back seat.

Reply | Post Message | MESSAGES LIST | START A BOARD

netgenius 12/4/2012 | 10:26:47 PM

re: Cisco's Chambers Glows at N+I As an unhappy Cisco shareholder, I munch on my coal cake and listen to the tings of Las Vegas Champane glasses and how good the "green" looks.

Hmmm...this coal cake sucks....said the peasant.

We know how this story ends.

Reply | Post Message | MESSAGES LIST | START A BOARD

Page 1 / 6 > >>