John Chambers
John Chambers
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,
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,
believe both ceos economy good hiring looking people saying spend
You are looking at an economy that most CEOs are going to believe will be a good economy for 2006. Most CEOs are saying they are going to spend both on hiring of people and on technology.
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.
believe brief business cautious creating current customers expansion help increasing pause remain solve sources
While we remain cautious about the implications of a brief pause in the current 10-year expansion of the U.S. economy, we believe that Cisco has never been better positioned to help our customers solve their two most important business issues: Increasing productivity and creating new sources of revenue.
changing guidance remind room
Let me remind everyone in this room that we are not changing guidance,
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,
believe beyond capital extend spending
We also now believe that this slowdown in capital spending could extend beyond two quarters,