« S&P 1450 | Main | Welcome Back, Carney »

Courtesy of SeekingAlpha:

#1

Operator: Thank you. And our first question from Brant Thompson, Goldman Sachs.

(The call doesn't go through)

We'll move to our next question.

John Chambers: Brant, we'll get back to you. If you'd replace the phone call for some reason it didn't go through. Probably not using a Cisco IP phone. We'll give you a special discount if you want one.

#2

Charlie Giancarlo: So we view it as a very promising new area for us. Already many hundreds of millions of dollars for us in revenue. And we really see it as being something that will allow us to gain market share and achieve our growth goals there.

John Chambers: Jeff, two comments. For those of you that haven't heard Charlie talk very often, that's has excited as Charlie gets.

#3

John Chambers: The exciting thing is that video in my opinion. I've never seen there was a killer App until I talked about video.

Flashback to 2001.

"E-learning is the next major killer application," Cisco CEO John Chambers proclaimed in his keynote here Monday.

#4

Bill Choi - Jeffries: Okay. Thanks. Maybe two quick questions, sir. One, you talked about loosely and then tightly coupling of product architecture strategy. As far as video strength we're seeing, so far it seems to be very assay specific.

Can you talk about when you anticipate the tight coupling of this, particularly in the 9K as our markets into the routing space when do you expect the strength to occur? And then a follow-up question on switching.

John Chambers: Let me ask, which one do you want? I apologize, because Blair is going to shoot me about talking too long. Give us one question. And I apologize for holding you to one? Would you want the answer to that first one or would you want us to do the second one?

Bill Choi - Jeffries: Let's do the second one. Switching…

John Chambers: I had a good answer to that first one.

(Hat Tip: Owen Thomas).

Posted by edelfenbein at February 7, 2007 12:13 PM