at Zacks.com (Nov 18, 2014)
Synergy Research has good and bad news for Cisco (CSCO). The good: Cisco's collective share of the 6 largest enterprise networking segments - Ethernet switches, telephony, routers, unified communications, Wi-Fi, and telepresence - rose slightly in 2012 in spite of tough competition from rivals large and small. The bad: total revenue for those markets fell 2%. Hence the emphasis Cisco is placing on software and services as growth drivers. The company recently unveiled Quantum, a software suite for mobile carriers that features products from recent acquisitions (I, II, III).