bruce van nice

Cisco's Bloated Cost Structure

there is not really a lot of insight or facts in your analysis Sramana.

Cisco emerged from the early 2000 bubble carnage stonger than ever, and remains one of the most profitable large companies in history. they have methodically and successfully identified and penetrated new markets since the company was formed. what facts do you have that suggest their formula will not be successful in emerging markets?

re: the valley. these same predictions have been made before. there was an exodus after the bubble and yet the valley is booming now (just try commuting!). what is different this time?