Christopher Stix Quotes (3 Quotes)

Positive news flow from Cisco's carrier business surfaced last week with two wins from China Telecom and Global Crossing. We believe the company is beginning to regain momentum in the core router business. In our view, Cisco can stabilize this business over the next several quarters.

We continue to believe that business at Cisco is very good, and that good news is likely to come out of the analysts' meeting.

While the market continues to be weak in comparison to last year, it appears to have stabilized, which on the margin this is good news for Cisco.