Is Competition Starting to Eat Into Cisco’s Core Markets?

February 23rd, 2010 admin

Cisco Systems, no matter what happens, always seems to find a way to move forward. It grows its revenues and squeezes out profits even when the world is falling apart, thanks largely to its near-complete domination of its two core businesses, routers and switches. But it seems the 2009 recession, increased competition and the presence of low-cost hardware providers has started to cut into company’s seemingly unassailable position. (Related: Cisco vs All Comers ) Nikos Theodosopoulos, research analyst with UBS Research, today sent out a note to his clients that highlights data from market research firm, The Dell O’ro Group. Here are some of the highlights from his report…


Originally posted on Gigaom

 
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