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Cisco stock has a flat to negative 10 year return (2004-2014). Tells you everything you need to know. Nothing has proven durable for them. - Broadband explos

• deleted 12y ago
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• hyperbovine 12y ago
  Well, they would not be the first company to competently churn out well-engineered products year after year and fail to become the darling of the stock market. Also, I really fail to see how dialing on the social media revolution would have magically caused they stock price to rise. Start calling them "routr"s, perhaps?
  • 001sky 12y ago
    The focus on the "widget engineering" is misleading. Are these the right widgets? dunno. The bigger questions are about the widget business. The stock is under-performing the market, despite major influexs of market inflation (ie, price bias), and huge shifts in the secular demand for bit-throughput. The company has had the leading position in the widget business for a generation. But this raises questions about the future viability of the widget business if ROI is essentially zero (?). Is the widget business inherently not-profitable? Or is the company mismanaged (outside of widget engineering?) I don't know the answers, but it seems people should be thinking about them. The engineering teams are mostly like not the main issue. The lack of more lucrative product/market fit seems to be a perrenial issue for the higher level exevutives.
• jason46 12y ago
  Perhaps the company is poorly managed, but I can't see any company "replacing" cisco, especially in the light this article presents, show me where I can buy a google switch.
• jlgaddis 12y ago
  How much of the enterprise and service provider market share do they have again?