GLG News Analyses of the following article:
Cisco’s Sales Will Drop as Much as 17%, Chambers Says
Published at: www.bloomberg.com
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Michael Horsch FizzPrincipal AdvisorFCI Inc.
Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.
August 5, 2009
Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition. Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco. In addition, with $30 plus billion of cash they are better positioned than most.
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