The earnings call was a big change from February, when Chambers congratulated the storage team and said the numbers represented industry acceptance of our storage strategy.
With Cisco you never know, says financial analyst Steve Berg of Punk Ziegel & Co.
You can guess it may have been bad news but you cant be sure. Theres precedent for them not talking about it. On the other hand, if it were good news you would expect them to talk about it.
Cisco spokesman John Noh says there was no significance in Chambers practically ignoring storage during the 90-minute call. He has a lot of technologies to cover, and the call was limited, Noh says.
Few hints on its SAN switch sales have come from outside the company either. In a note today, Raj Srikanth of Deutsche Bank Securities
said SAN sales were soft. Another financial analyst, Kaushik Roy of Susquehanna Financial Group, says he is hearing something else.
Im not sure why they didnt give storage numbers, but my own checks indicate Cisco is making good progress, Roy wrote in an email.
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