But they are beating them, and attacking them.
Cisco's end-to-end solution does nothing but slow the entire industry from the benefits of innovation.
Cisco has always been the technology follower, not a leader!!!
Stockman
Uh, well assuming we agree with your position that Cisco does not innovate and only follows, well - who cares. Let's see; Bay is short this quarter and Cisco is??? well we'll see, but we've yet to hear any preannounce. Bay is 25% off it's 52 week high, while COMS and ASND are trading at 1/2 thier 52 week high and Cisco...well right there near the high with an "up and to the right" trend. Never really falling more than 10% off the high...just keeps right on chugging along.
So, Stockman, I suppose we could care about Cisco's ability to innovate, but ya know, what I really care about is Cisco's ability to continue to grow at faster than the market rate. Let the competition spend the money and take the arrows for new product and market development, Cisco will watch, learn, and do a better job.. They have and will continue to do so.
Gary
BTW: Cisco is way ahead of the game when you look at the next revolution of multiservice on IP nets. This is real solution innovation...delivering tangible, usable solutions to customers. Customers don't by technology, they buy solutions to their networking problems. |
