@Adlyb1. Perhaps I should have stated in the article "... this looks like a $1B/year product" rather than "... this is definitely a $1B/year product". In any case, depending on market conditions, Cisco may have the ability to reduce the price to, say, $299; that will enable a larger segment of the households to start considering this device. The real money, we can all see, is in the recurring service revenues.
@Adlyb1: This article was not really intended to be authoritative research: I do not belong to any investment advising company. As an individual investor, you will need to assess any investment with certain criteria, many your own, including the traditional P/E, P/B, P/S, etc. This article was only meant to provide the reader with one such additional criterion.
A good analysis of what is possible by merely dealing with Power-over-Ethernet devices. If we bring other devices to this fold, the savings can only add up.
Cisco Systems Inc. F1Q09 (Qtr End 10/25/08) Earnings Call Transcript [View article]
On page 3, it seems like the paragraph that starts "As we approach ..." should end not in "... regardless of opposition challenges", but in "... regardless of opportunities and challenges."
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Cisco Systems Inc. F1Q09 (Qtr End 10/25/08) Earnings Call Transcript [View article]