John Chambers
John Chambers
changing guidance remind room
Let me remind everyone in this room that we are not changing guidance,
eight excited given guidance momentum people positive
Momentum is a little fragile, and when people got excited before, they were disappointed, ... But this is the most positive guidance we've given in eight quarters, going into a seasonally challenging quarter.
adviser becoming believe business clear compelling confident customers economy economy-and-economics global provide strategic technology value
It is becoming increasingly clear that the global economy is improving, ... As customers feel more confident to invest, we believe that we are well positioned to provide compelling value as a strategic business adviser and technology partner.
chosen future gary spend time
While evaluating his future professional opportunities, Gary has chosen to spend some time with his family,
continues gain global momentum recovery
recovery continues to gain momentum on a global basis.
credit depends external greatly weaknesses zone
I would say this for Montserrat ? one of its credit weaknesses is that it's in a zone that depends greatly on external savings.
earnings orders per perspective quarter revenue share solid strong summarize
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.
quarter solid summarize
I would summarize the quarter as a solid quarter,
commercial decisions evolution five leaders market next opportunity question three
We always try to look three to five years out in the decisions we make and there's no question that the Cisco brand, our opportunity in the commercial market and the evolution of our leaders are going to take us to the next level.
access balance broadband capacity connected devices enable engage fact free innovation inside internet management network providers remain service services techniques
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.
economy pick
When the economy does pick up, ... so will ... spending.
billion customers dollars financial invest million providing solutions
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,
against believe continues gain growth market product rate share
We believe our growth rate indicates that Cisco continues to gain market share against our traditional competitors in most product sectors,
above below encouraged faster goes grow growth hard largest last obviously optimistic people percent players pleased quarter results
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.