After a roller coaster 2012 as macroeconomic uncertainty surrounding the Eurozone crisis took a heavy toll on network spending, Cisco seems prepared for a much better 2013. Not only are its restructuring initiatives taking hold, but things are also looking brighter on the U.S. front. While Europe accounts for close to 20% of Cisco?s revenues and remains a worry, we believe that a sustained, strong showing from the U.S. as well as healthy growth in emerging markets will help more than offset the ...
After a roller coaster 2012 as macroeconomic uncertainty surrounding the Eurozone crisis took a heavy toll on network spending, Cisco seems prepared for a much better 2013. Not only are its restructuring initiatives taking hold, but things are also looking brighter on the U.S. front. While Europe accounts for close to 20% of Cisco?s revenues and remains a worry, we believe that a sustained, strong showing from the U.S. as well as healthy growth in emerging markets will help more than offset the ...
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