Timm Bechter Quotations

There are fewer service providers and they are bigger and more powerful. It stands to reason that they want to buy from larger diversified companies. They'd rather not have to train technicians on products from five or six different vendors.

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,

We've gotten to the point where Cisco needs to be more optimistic than they have been.

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,

There could be a lot less spending. Most of the network build-out for larger telecom players is already done,

There needs to be rationalization in this industry. No one vendor has a major share.

It's almost like Chambers is getting to be Alan Greenspan. The little things he says get interpreted in all different ways.

It's very simple. There are too many equipment companies going after too few dollars.

Cisco needs to show growth in its core markets of routing and switching. It's almost the whole story.

Cisco needs to have bigger numbers from new product areas since the core business is not going to grow that fast in this economy.

Cisco is still the bigger of the two players. To say that Juniper is kicking Cisco's butt is really an overstatement.

Chambers will probably remain fairly cautious. The jobs report wasn't great and there has been a little weakness in U.S. enterprise spending,