Kenneth Leon
Kenneth Leon
analyst build confidence investor meeting pivotal remain renewed time
The analyst meeting is a pivotal time for Cisco to build renewed investor confidence. We remain positive.
advantage company early issues keeping key large lost market product respond step whether
Key issues will be whether Cisco has lost a step or two in keeping its early mover advantage on new product fronts, and whether the company is getting too large to respond to rapid-fire market changes.
benefit brand companies customers despite entertainment extending low margin running
Despite the low margin opportunities of running an MVNO, entertainment companies see benefit of extending their brand and programming to their customers through mobility.
besides competition continued leading lower pressure price solutions trends
Besides the continued trends of carrier consolidation around the globe, we see convergence and competition to new IP-based solutions called IMS leading to price pressure and lower margins.