Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Peter Ecclesine who wrote (45949)8/19/2017 12:38:25 AM
From: Peter Ecclesine1 Recommendation

Recommended By
Frank A. Coluccio

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A small followup as this is the last Cisco quarterly report to expose Wi-Fi revenue

"wireless" is reported at $799M hardware, (6.5% of total revenue) and unstated Wi-Fi service revenue.

Cisco financial reports on "infrastructure" will lump switching, routing and wireless together; as of yesterday they have a single person responsible for P&L. Service Revenues have a different person responsible for P&L.

"Nothing beats the physics of the waveguide" ahhaha used to say
Subject 36817

fiber waveguides have 25 year useful life, 4G does not

To Cisco, "wireless" means Wi-Fi, we've come a long way, and we are heading toward "FreeG", which comes

after 5G, and all we count is service revenue ;-)
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