There needs to be rationalization in this industry. No one vendor has a major share.
More Quotes from Timm Bechter:
Cisco needs to show growth in its core markets of routing and switching. It's almost the whole story.Timm Bechter
Management stated that it believes 2006 will be the year of explosive growth in IP (Internet protocol) solutions and it is well positioned for this trend,
Timm Bechter
Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.
Timm Bechter
This will be a good year for wireless spending but 2006 won't be as good and Lucent is one of the single most companies exposed to that.
Timm Bechter
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