CSCO Earnings

Quote from coolweb:

i know the router industry

I assume csco bases most of the % revenue on their router business , not their other 300 small businesses they acquired, linksys is big though.

The router industry is dead,
Theres no new expansions, no need for new routers,
if I was going to buy a router today , I would go for the cheaper alternatives: juniper / extreme

lets face it, the internet infrastructure is over.
theres no 15% growth in router needs every year like back in the 90s when the internet was budding
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Based on your comments about I'd say you don't know "the router business" at all.

No need for new routers? That's about as stupid as the famous quote that Bill G. (never) said about no one ever needing more than 640K of RAM.

Traderdragon is right, there is a lot more to networks then just the up-front hardware costs.

Have you ever worked in a group that manages a complex network infrastructure? Hint: Playing with your linksys at home doesn't count.
 
Boy howdy, its quite amazing what a little bullish talk from a CEO can do. if you waited till the open your screwed. Gap city everywhere you look.

Just seems a tad fishy.
 
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