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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: robert b furman who wrote (2819)	11/14/2013 10:04:38 AM
From: The Ox	Read Replies (1) of 8280

I'm not so sure that CSCO's in all that bad a shape. They've needed to reduce costs and adjust their product lines for the future and I think they are in the process of doing this. It's a large company doing many different things and it's probably a few quarters away from completing the bulk of these changes. The networkers all get shot when CSCO makes a bad report but that allows us to get them at lower prices. We know that demand for internet, phone and mobile is still exploding and that will create many opportunities for all of these companies. Which ones do it better, faster is the key to success!

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