CES: Cisco Press Conference
By Alexander Eule
The Cisco Systems (CSCO) event is more intimate than most today — the company required a pre-registration and seemed to be turning people away.
Even in the small room, Cisco has an impressive setup with half of the stage setup to resemble a home den, complete with entertainment center. Chambers is working the room unlike the other presenters I’ve seen today.
Chairman and CEO John Chambers led off his speech by asking “A decade ago who would have thought that Cisco, video and the consumer would be coming together at CES.”
Highlights from Chambers talk: [Link]
HOT RESEARCH
Cisco Rides the Cycle
Wedbush Securities sees positives for the networking giant.
Cisco Systems (CSCO: Nasdaq) By Wedbush Securities ($24.61, Jan. 5, 2009)
WE REGARD OUR DECEMBER information-technology (IT) survey to be especially positive for Cisco Systems (ticker: CSCO) due to strong-cyclical implications and increasing priority of collaboration, cloud computing and virtualization.
These factors imply the efforts by Cisco to expand into new product categories, including server computers, and channels (Acadia with EMC (EMC)) that target virtualization and cloud computing increasingly appear to anticipate the market in both direction and timing.
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