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“It's obviously disappointing. This guidance isn't going to get anyone excited.”
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“There's not much in the way of revenue growth and their margins are not going up. That's not a particularly good story.”
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“Going into the quarter there was a ton of concern because a number of (technology companies) have really struggled. Everyone assumed that Cisco would see that weakness. But Cisco really didn't see it and appears to have taken market share.”
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“Everyone's been talking to everyone for a long time.”
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