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Cisco Media Roundtable – Financial Analyst Conference

September 6, 2007 at 12:00 pm PST

I just got out of a media roundtable Q&A with Cisco Chairman and CEO John Chambers (JC), EVP and CFO Dennis Powell (DP), EVP and CDO Charlie Giancarlo (CG) and EVP and CGO Wim Elfrink (WE). We had a handful of media in the room and a handful of media on the phone. Media weren’t allowed to ask questions during the Financial Analyst Conference, so this was their opportunity to get that burning question answered by our top executives. Following is a rough synopsis of some of the questions and answers from the roundtable. I have attempted to capture the exact language in my notes, but I’m not a stenographer. Where I am confident it is a direct quote, I will place it in “quotes.”John Chambers kicked off the talk with a brief overview of the day. “Today was about collaboration. The network enables the power of the ‘we’ instead of the power of the ‘you.’” “We talked about market transitions and our focus on customer requirements…not competition.” Collaboration is “not about a product. It is about an architecture.” We have created technology “in a fashion that a CEO can operate easily.” We showed a brief video about our company meeting using TelePresence and connecting six company sites around the world. It is easy to see how “this changes everything.”Question: What network load increase do you expect from video?JC: We predicted “network loads would grow in 200 to 300% range” five to seven years ago. Our CRS-1 “was built not for phone calls but for video.” “CIOs are now seeing that 100% growth is probable and 200% is likely.” CG: “The network load has doubled every year for 40 years.” “With video, for 10 to 15 years it can continue growing.” “It is fairly common knowledge that internet will be the primary transport mechanism for video.” WE: “We cannot operate alone, we have to be totally collaborative. TelePresence is crucial for our existence in India.” “TelePresence was one of reasons for me and my family to move to India, I knew I could stay connected.” Read More »

Cisco Video Dennis Powell: CFO Talks Collaboration

September 5, 2007 at 12:00 pm PST

I worked with Dennis Powell in 1999 on Cisco’s Y2K project way back when he was a VP and the controller of the company. He’s now an EVP and the CFO. He was smart, steady and deliberate in his approach to managing a global “follow the sun” Y2K operation and he is the same now that he is CFO.You can watch him live via webcast at 2:00PM PT…or come back later and watch the archive. In the meantime, you can watch this short video to see his answers to the following questions:1. What are you talking to analysts about today?2. A key theme of the FAC is collaboration, how does your Finance organization use Cisco’s collaborative and UC tools? 3. What is the one key message you’d like analysts to take away from FAC?* Read More »

John Chambers Video Blog: “If There is a Killer Application it’s Video”

September 5, 2007 at 12:00 pm PST

Okay, “The Platform: The Official Cisco Blog” has officially arrived. Our first video blog with Cisco Chairman and CEO, John Chambers, follows. He gives “The Platform” some time to take part in our “Three Questions” video series.* He spoke to us right before our annual Financial Analyst Conference, where, if you have any interest or inclination, you can watch live via webcast. (Beginning at 8AM PT).As stated, in yesterday’s blog entry, this is Chambers’ first external video blog (he’s done this internally), so we’re making history here, but please don’t ding him for the editing of the video…the editing “skills” are mine alone. And, as with any skill, they will hopefully improve with repetition.He answers the following questions:- What are you talking to financial analysts about today?- What is driving the current growth of the Internet?- What is driving Cisco’s consistent growth? Watch this space later today to view video blogs from our CFO, Dennis Powell, and our CDO, Charlie Giancarlo.*Just something I made up to keep videos brief, to-the-point, and easy to digest. Read More »

Cisco CEO Now on Stage at Financial Analyst Conference

September 5, 2007 at 12:00 pm PST

Cisco Chairman and CEO John Chambers is now speaking at our annual Financial Analyst Conference. If you would like to join us in his talk for the next hour, please join us on the webcast.He began his talk by saying that there is an “innovation void in the marketplace that we intend to fill” through our collaborative technologies (TelePresence, WebEx, UC and more).If you can’t join the webcast, I’ll be posting some updates and vlogs of executives (Dennis Powell and Charlie Giancarlo) throughout the day to help you get a flavor of what we’re saying to analysts.

Charlie Giancarlo Video Blog: “The Network is the Platform”

September 5, 2007 at 12:00 pm PST

Cisco EVP and Chief Development Officer Charlie Giancarlo is scheduled to come on stage at our Financial Analyst Conference at 9:15AM PT and lead a discussion of our engineering leaders (as well as our peripatetic BD guy). He’ll lead a Q&A with Jayshree Ullal, SVP, Data Center, Switching and Security Technology Group; Tony Bates, SVP/GM, Service Provider Routing Technology Group; Kathy Hill, SVP/GM, Ethernet and Wireless Technology Systems Group; Don Proctor, SVP, Collaboration Software Group; and Ned Hooper, SVP, Corporate Business Development. Please join the live webcast if you can. If you cannot, you can access the archive later today, but in the interim you can watch Charlie on this vlog (also his first external vlog) answering the following questions:- What does the “Network as a Platform” mean?- Why is collaboration so important to Cisco?- How does Cisco use Cisco’s collaborative and UC tools? Read More »