According to TBR's Dennehy, "(It) raises the question as to whether or not the company's future growth prospects are as bright as they were just a few quarters ago. The company may simply be too large and dispersed to achieve growth rates comparable to smaller and more focused competitors."
And Cisco's strategy of marketing its products as components of an overall end-to-end, architectural approach will be under pressure to deliver as well, especially in enterprise IT where HP and IBM are now competitors instead of cooperators. Says Metzler:
"Are the bets they're taking on a unified infrastructure going to pay off on two levels: 1) that IT organizations adopt the unified infrastructure; and 2) that Cisco's one of if not the major player in that space?"
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