Our overall guidance is to be more conservative in the third and fourth quarters. We expect a much wider range of estimates.

Video is emerging as the key strategic application in the service provider triple play bundle of consumer entertainment, communication and online services.

By combining broadband Internet, phone and video services over a single cable line, we are taking a major step towards implementing future integrated data, voice and video telecommunications on a mass market scale.

Momentum is a little fragile, and when people got excited before, they were disappointed, … But this is the most positive guidance we’ve given in eight quarters, going into a seasonally challenging quarter.

When the economy does pick up, … so will … spending.

It’s not about size, it’s about your ability to make a difference. At that small size, collaboration is all the more important.

Visibility remains limited, and this should come as no surprise, given that our customers’ visibility is limited,

We won’t change at all, … We feel consolidation will continue. We’re seeing more and more movement to fewer networking vendors.

We always try to look three to five years out in the decisions we make and there’s no question that the Cisco brand, our opportunity in the commercial market and the evolution of our leaders...

recovery continues to gain momentum on a global basis.

India has the potential to be our biggest market in Asia, bigger than China, in as much as two to five years.

We remain confident about the market opportunity ahead of us over the next three to five years.

We also now believe that this slowdown in capital spending could extend beyond two quarters,

[That was the case Wednesday night, when Cisco executives talked about results for the fiscal second quarter (which closed on Jan. 26). Chambers and chief financial officer Larry Carter spoke only about the next quarter,...

We are making these changes at a time when we are beginning to see signs that our business is stabilizing,

If they feel like business is going to tighten in the first quarter of next year, they are probably going to be more conservative. And I think that is too early to call.

This will happen with or without us. Political Webmasters will soon have as much to do with elections as pollsters and media advisers.

I would say this for Montserrat ? one of its credit weaknesses is that it’s in a zone that depends greatly on external savings.

The Internet revolution will determine which companies survive and which get left behind, … Increasingly, the Internet is recognized as the key driver in our global economy.

This will happen with or without us, … Political Webmasters will soon have as much to do with elections as pollsters and media advisers.

What options expensing will determine is job creation and job loss, … This is why we are debating it so strongly and I’m proud to champion it.

If this market transition truly evolves the way that I think it’s most likely to, the worst decision you could make is not to move.

We thought this [downturn] would last for two quarters, … Now we are saying that it will last for at least – at least ? three quarters.

Globally, business and government leaders are beginning to dramatically transform their traditional business models into Internet economy business models. Customers are increasingly seeking Cisco’s expertise to help them through this transformation.

There’s room for another planet between Mars and Jupiter. Given that planets formed everywhere else, why couldn’t another planet have formed there?

Although we can’t predict the future, our orders for the first weeks of this quarter are in line with the expectations we discussed in our fourth quarter earnings call.

We want to be the most predictable, boring growth company,

There is no more important economic policy issue today than helping our nation remain the global innovation leader. To do this, our leadership must focus on an aggressive agenda to support math and science education,...

From an operational perspective, this quarter was a home run,

By providing the systems that make the Internet work, Cisco is playing a major role in helping customers thrive in the explosive Internet economy. As a result, we are growing faster than all of our...

Through the wisdom of its government leaders and the entrepreneurship of its private sector, India has rapidly risen to become a major force in the global economy, … Cisco believes that the Internet, and related...

When in doubt about our goals, we would encourage you to take the conservative view.

We must … balance the fact that innovation inside the network is just as important as innovation in services and devices connected to the Internet. Broadband Internet access service providers should remain free to engage...

The first three-and-a-half months of calendar year 2001 have been extremely challenging for many of us in high-tech.

We’re taking these steps because of the continuing slowdown in the U.S. economy and initial signs of a slowdown expanding to other parts of the world.

While we remain cautious about the implications of a brief pause in the current 10-year expansion of the U.S. economy, we believe that Cisco has never been better positioned to help our customers solve their...

India has rapidly risen to become a major force in the global economy.

We were comfortable with first-quarter results,

We obviously are getting to be one of the largest players in the industry, so it’s hard to grow faster than that number, … But we’re very, very pleased with the last quarter results of...

The market’s going to move with tremendous speed. If there is such a thing as a killer app, video is it.

Everybody understands the market in this area is consolidating,

We are continuing to see a number of signs that could be interpreted with the appropriate caveats as optimistic,

But it’s possible the orbits of the asteroids today show some memory of having had a planet in the asteroid belt.

Within the Nasdaq as an example, I do believe that out of the top 100 companies … half of them will not be around five years from now,

The commercial segment produced the best results,

Cisco’s collaboration with AT&T and GI will result in a New World network that will fundamentally change the way communications services are delivered to the consumer market,

We will invest 1.1 billion dollars in India, of which 150 million dollars would be for providing leasing and financial solutions to the company’s customers and partners,

I think it’s too early to tell,

I believe we are in at least a two-quarter slowdown,

Product orders grew year-over-year faster than revenues.