Comments on: At Cisco, Macroeconomic Reality Bites

By: Trouble Returns to the Land of Telecom - GigaOM

Trouble Returns to the Land of Telecom - GigaOM — Mon, 10 Nov 2008 05:00:43 +0000

[...] November 9, 2008 | 9:00 PM PT | 0 comments Earlier this month, Cisco Systems came out with an unusually downbeat forecast. The company, whose sales have traditionally seemed to defy gravity, admitted its numbers were [...]

By: Trouble Returns to the Land of Telecom - GigaOM

Trouble Returns to the Land of Telecom - GigaOM — Mon, 10 Nov 2008 05:00:41 +0000

[...] | Sunday, November 9, 2008 | 9:00 PM PT Earlier this month, Cisco Systems came out with an unusually downbeat forecast. The company, whose sales have traditionally seemed to defy gravity, admitted its numbers were [...]

By: anonymous

anonymous — Sun, 09 Nov 2008 12:45:42 +0000

Chambers said the same thing in 2001 and got a 7 year extension to improve things ….But where is the growth? Stock did not do great either. Cisco lost key execs in 7 years …time to get some young blood in there for the 2.0 and 3.0 world.

By: Rob Adler

Rob Adler — Fri, 07 Nov 2008 15:17:21 +0000

Reuter’s had a timeline of Chamber’s revenue predictions: http://www.reuters.com/article/companyNews/idUSN0632465020080207

Chambers seems to be optiistic during Daylight Saving Time and pessimistic during Standard Time. So I am hoping this is just Seasonal Affective Disorder (SAD).

By: Manish J.

Manish J. — Fri, 07 Nov 2008 05:21:09 +0000

If all you have is a hammer everything is a nail. With this economic downturn, I’m guessing people will downgrade their internet service and go for something cheaper at the moment. But then again people might ditch their cable providers and download the content (ex. HBO’s Entourage).

@Larry L.
“Enterprises are out to save money, the quickest way to reduce spend is Travel, its immediate and easily measured. Every 1 week trip you save in the US (approx $1800), not including lose of productivity while traveling”

The big assumption with the above statement is that there are deals in play and a need to travel.

By: Om Malik

Om Malik — Thu, 06 Nov 2008 22:04:04 +0000

@Doug Mohney

Amen Amen to that… seriously I believe there is a whole bunch of people who have built their business on too much optimism. I am worried that we are seeing a big swing in the sentiment –

By: Larry L

Larry L — Thu, 06 Nov 2008 20:04:45 +0000

I don’t agree with you, I do believe Cisco will under preform as whole, but I also think Video will be very big.

Enterprises are out to save money, the quickest way to reduce spend is Travel, its immediate and easily measured. Every 1 week trip you save in the US (approx $1800), not including lose of productivity while traveling.

Will it push the Bandwidth and network gear, not really, the only network gear push I see is new and consolidated data centers.

By: Doug Mohney

Doug Mohney — Thu, 06 Nov 2008 16:52:12 +0000

Chamber’s sunny optimism rule – “When Chambers predicted growth, it’s not coming.”

January this year, video was going to be the driving force for happiness, love, and more gear.

In dot.com, bandwidth rates were going to double and double and Cisco would grow FOREVER…. until it turned to dot.bomb.

Deja vu, anyone?