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  • Michael Eisenberg
    Little Engine that could: Stealthy Israeli Start Up Compass-EOS takes on $CSCO & $JNPR http://on.wsj.com/ZK8KbD
    3/14/13
    Reply (9)
    • DaLatin: CSCO worries me.Comp coming from all over & Chambers does a stand up routine each 1/4 & poo poos,but,their gonna get hurt by several firms
      3/14/13
    • David Jackson: Biggest challenge for $CSCO is Huawei and ZTE, not startups, because CSCO is a serial acquirer of startups.
      3/14/13
    • DaLatin: DJ,agree with Congress blocking Huawei & CSCO ending their subcontracting with Huawei.I'm a fan of Huawei & see them as #2 smart phoner soon
      3/14/13
    • David Jackson: Huawei is a bigger challenger on the equipment side, where CSCO plays.
      3/14/13
    • David Jackson: On smartphones, Huawei will have to compete with other Chinese low-end providers. See http://bit.ly/YskAYP
      3/14/13
    • DaLatin: Huawei worlds # 1 telco.But,CSCO was working with ! Now they stopped after Congress slammed their servers & banned them.C CBS 60 Minute pod
      3/14/13
    • Michael Eisenberg: Don't doubt start up disruptions? Especially when there is both CSCO and JNPR
      3/14/13
    • David Jackson: Wasn't saying they can't be disruptive; just that CSCO has proved it's happy to pay up by acquiring them. Reduces the long term threat.
      3/14/13
    • DaLatin: Chambers has hurt CSCO over an over buying all sorts of stuff.Some he hasactually shut down & lost selling others.Just saying !
      3/14/13
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