Summary:

Light Reading: Cisco did drop some glum notes during the call. The book-to-bill ratio for Cisco’s first quarter was less than 1.0, an indication that orders slowed down. Chambers also noted “a lot of lumpiness in our router business,” citing possible reasons including increased Asian competition […]

Light Reading: Cisco did drop some glum notes during the call. The book-to-bill ratio for Cisco’s first quarter was less than 1.0, an indication that orders slowed down. Chambers also noted “a lot of lumpiness in our router business,” citing possible reasons including increased Asian competition and the introduction of new products including the CRS-1 core router. Or as I like to say… whoops!

Comments have been disabled for this post