John Chambers
John Chambers
ahead confident five market next opportunity remain three
We remain confident about the market opportunity ahead of us over the next three to five years.
advanced along approach architecture balanced business core customer data delivered earnings geographic key order per pleased proves results revenue second share solid strategy strong technology terms video
We're pleased with the solid revenue and earnings per share results Cisco delivered during its second quarter, but also especially pleased with our strong order momentum. This proves our strategy is working in terms of the convergence of voice, video and data along with our balanced approach to our customer segments, core and advanced technologies, business and technology architecture and key geographic theaters.
across almost balanced both countries earnings europe growth pleased quarter rate report revenue
We are pleased to report the 33rd consecutive quarter of revenue and earnings growth. We are especially pleased with the balanced growth rate across almost all countries in both Europe and the Americas.
falling grew hair instead
where, instead of my hair falling out, I actually grew some hair.
proves strategy terms video
This proves our strategy is working in terms of the convergence of voice, video and data.
architecture blurred business consistent customer customers designed family help improve line position product products provide segments served structure unique united
Our line of business structure has served us very well in the past, when customer segments and product requirements were very distinct. Today, the differences have blurred between these customer segments and Cisco is in a unique position to provide the industry's broadest family of products united under a consistent architecture designed to help our customers improve productivity and profitability.
quarter solid summarize
I would summarize the quarter as a solid quarter,
address agenda aggressive bush congress economic fashion focus global healthcare helping information innovation issue issues job leadership litigation math members nation patent policy president remain research science support thank today urge
There is no more important economic policy issue today than helping our nation remain the global innovation leader. To do this, our leadership must focus on an aggressive agenda to support math and science education, patent litigation reform, healthcare information technology, and research and development. We thank President Bush for his leadership and urge all members of Congress to address these issues in a comprehensive fashion to get the job done.
bundle communication consumer emerging key online provider service strategic triple video
Video is emerging as the key strategic application in the service provider triple play bundle of consumer entertainment, communication and online services.
basics cash industry internet
What this industry is about is back to the basics in the new Internet economy; and the basics are profitability, cash flow, productivity and market-share gains,
change fewer movement networking seeing
We won't change at all, ... We feel consolidation will continue. We're seeing more and more movement to fewer networking vendors.