William Becklean
William Becklean
William Beckleanis an American competition rower and Olympic champion...
good mean quarter
There's still a lot of uncertainty. Cisco had a good quarter but that doesn't mean that there will be another one out there like this one.
confidence enterprise environment expects half hard high last level pickup seeing spending year
Everyone expects a pickup in enterprise spending in the last half of the year but we're not seeing it yet. This is still an environment where it is hard to have a high level of confidence forecasting a recovery.
ending fiscal growth half likely revenue second stronger year
Revenue growth is likely to be stronger in the second half (of the fiscal year ending in July) than in the first half.
build companies enormous opportunity
That'll be an enormous opportunity for companies like Cisco to build those networks.
definitely driving growth market modest pickup sales since spending switch tough
There has been a modest pickup in spending but it's still pretty tough out there. It's definitely growth initiatives that are driving sales since the switch and router market is pretty tepid.
beating benefit credit great market numbers
We're in a market where you don't get any credit for a great quarter. I don't think beating the numbers will benefit Cisco very much.
believe growth next prospect relatively slow stock upside
With the prospect of relatively slow top-line growth over the next two quarters, we believe the upside in the stock is limited.