Timm Bechter
Timm Bechter
chambers enterprise fairly great jobs remain report weakness
Chambers will probably remain fairly cautious. The jobs report wasn't great and there has been a little weakness in U.S. enterprise spending,
alan almost chambers says
It's almost like Chambers is getting to be Alan Greenspan. The little things he says get interpreted in all different ways.
companies equipment few
It's very simple. There are too many equipment companies going after too few dollars.
areas bigger business core fast grow needs numbers product since
Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.
bigger buy fewer five larger products providers rather reason service six stands train
There are fewer service providers and they are bigger and more powerful. It stands to reason that they want to buy from larger diversified companies. They'd rather not have to train technicians on products from five or six different vendors.