In the wake of Jim Duffy's interview with Nortel CEO Bill Owens in which Owens claims Cisco is vulnerable because it has "no serious competition", Om Malik weighs in with his take. The highlight is this quote: “If I wasn’t American, I would be Chinese,” said Cisco CEO John Chambers, in an interview with the Xinhua Press Agency. Some might call it sucking up, but I call it the ultimate salesmanship from the consummate salesman. And as long as he is there, Cisco doesn’t have to worry about a thing."
You can also check out my posting on Owens' puzzling comment.
Om also points to a Banc of America investment comment that Cisco is taking market share from Avaya and Nortel. "Our positive view is reinforced by the company's dominant enterprise presence and IP experience, which we believe will enable the company to compete on a high percentage of VoIP deals," the invesment firm said. BoA's top data networking and wireline equipment picks are Cisco and Nokia. Its least favorites are Ciena and Lucent.
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