| Yes, Cisco does seem to be well-positioned, here. Sooner or later, the telecoms will start upping capex. Not yet, obviously. But, when they do, they'll want to buy from the equip companies that have not just survived, but had the financial strenght to continue acquisitions, R&D, and servicing, all through the downturn. Noone wants to buy equip from a company that might be out of business, or forced out of some product lines, when times are bad. So, Cisco's enterprise business will allow them to gain share in telecom-equip. |
