Steve Kamman Quotes

We believe Cisco will not meet consensus revenue estimates in fiscal 2002 and expect it will no longer be able to rely on appreciating stock as a currency.

- Steve Kamman

Tags

Cisco | Meet | Consensus | Revenue | Estimates |

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We view his rapid action here as a strong indication that Nortel will similarly clear the decks, in terms of its current business operations, when they report fourth-quarter results. - Steve Kamman

Might it be that Cisco and Nokia talked about a closer selling relationship? Sure. Maybe that's where it all started. But it's, 'Let's get together for the game,' vs. 'Let's get married.' It's a huge difference. - Steve Kamman

It's probably more macro than it is Cisco. Cisco is eating off lots of people's plates. The call made it clear that Cisco is taking market share. - Steve Kamman