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Category Archives: Rivals
Is Cisco Greener?
Apparently, Cisco is greener (more green?) than Nortel. According to ABIresearch, Cisco edged out Nortel and HP when it came to evaluating “network switching vendors’ internal green initiatives as well as the greenness of their switches”. ABI said Nortel has the “greenest switches” – “Its switches have been optimized for low power consumption. While Nortel’s [...]
Posted in Rivals 14 Comments
What’s the Outlook For Equipment Suppliers?
NetworkWorld has an intriguing story focused on what’s in store for telecom equipment suppliers. Are there going to be winners and losers over the next few months as carriers and corporate customers deal with more pressure on IT budgets? Will an economic slowdown allow Cisco to take advantage of rivals’ struggles to gain an even [...]
Also posted in Industry Sales 5 Comments
Cisco “Never More Comfortable”
While analysts such as UBS’ Nikos Theodosopoulos lower their revenue expectations for Nortel, Cisco is downright bullish about its growth prospects. Cisco CEO John Chambers said the company has “never been more comfortable” with its long-term growth goals of 12% to 17%. His bullishness is based on the Internet’s growth and Cisco’s move into new [...]
Posted in Rivals 10 Comments
Bullish Talk from Cisco
While Nortel talked about a “challenging” business environment after posting its second-quarter results last week, Cisco took a markedly different stance after posting solid fiscal fourth quarter results yesterday. Cisco said it had “very strong” confidence in its long-term growth targets of 12% to 17%, while Cisco CEO John Chambers added that: “During each economic [...]
Also posted in Financials 16 Comments
Motorola Riper for a Deal with Nortel
Motorola looks increasingly vulnerable these days after it posted a 21% decline in first-quarter sales and a net loss of $194-million. The big shocker was a 40% drop in the mobile phone business to $2.1-billion. With Motorola scrambling financially, maybe the idea of a marriage/deal with Nortel looks more appealing as a way for two [...]
Also posted in M&A 9 Comments




What If It’s Not Enough?