Quick Cisco Update

Yesterday, I wrote about how Cisco, despite strong strategy and execution, wasn’t seeing the rewards in the stock market.  Coincidentally, the company chose the same day to announce a product that was going to “change the Internet forever,” which turned out to be a faster router.  While this is a great way to address the need for ever-greater bandwidth, as exemplified by AT&T getting continually pounded by the iPhone’s massive data traffic, it’s not revolutionary.  It’s likely another industry-leading product from Cisco on a well-defined trajectory, but it doesn’t change the overall playing field.  As such, it doesn’t do much to change my earlier analysis.  Here’s more detail from Information Week.

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