According to the stock market, Cisco's issues appear to be Cisco specific
Mon, 11/15/10 - 11:40pm View comments
Last week, The Wall Street Journal published some disturbing quotes by Wall Street analysts regarding Cisco's issues, for example:
"CSCO has entered stage of secular decline in terms of both growth rate and margins driven by increasing competition on a number of fronts from more and stronger competitors."
"Cisco's outlook represents a material reset from consensus and our expectations -- as well as a material divergence relative to commentary from other networking players. We are concerned that market share erosion may also be playing a role."
"With a much heralded sales force and forecasting engine, we wonder if taking down expectations two quarters in a row is a sign that perhaps Cisco is overextended with 30 new initiatives."
Finally, according to the stock market chart below, Cisco's issues definitely appear to be specific to Cisco when compared to its competitors:
Cisco (CSCO) vs. Juniper (JNPR), F5 Networks (FFIV), Riverbed (RVBD) and Aruba Networks (ARUN)
