funny how RVBD reported awesome numbers and that CSCO would impact their stock price. Ignore CSCO. They have become the MSFT of the 2010s. It appears that they are just losing market share to the likes of RVBD, FFIV, ARUN, etc.
Ignore Cisco in communication vendor space? you joking, right? Even the CEO of RVBD says CSCO is the king till Layer3-4. Without Layer 3-4, you have nothing in Layer4-7. Wake up, stop blind pumping and think realistically. For Cisco its just a quarter. They will come back as they did in 2009.
Your statement is stunningly ignorant. Cisco just said they have 10% less demand.
That's depression redux territory in terms of demand.
Everything but ultra defensives are going to get hammered tomorrow.
CSCO is the primary cog in the demand chain.
Less demand for CSCO means less demand for almost everything else that is tailored to optimize networks which are predominant Cisco based networks with little guys like this stock and others supplementing Cisco.