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Wednesday, Feb 13
More from Cisco's (CSCO) call: FQ2 router sales -6% Y/Y, partly blamed on lumpy service provider...
More from Cisco's (CSCO) call: FQ2 router sales -6% Y/Y, partly blamed on lumpy service provider orders. Switches were better, +3%. Service provider video (-1% exc. NDS) and security (+1%) were ho-hum, and collaboration (-11%) remains weak. Data center (UCS server) sales soared 65%. Wi-Fi was strong (+27%), but growth slowed from FQ1's +38%. Services +10% and still growing as a % of sales. Americas orders +2% (enterprise strength, federal weakness) and Asia-Pac +3%, but EMEA -6%. Cisco and EMC's VCE JV is on a $1B+ run rate. Shares -1.8% AH. (FQ1 data) (earlier)