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.