Cisco Systems'
Juniper Networks
Meanwhile, Alcatel-Lucent
Finisar
Cisco has been beating the drum for higher bandwidth investments since, well, the beginning of time in Cisco terms. But it seems that its competition is picking up the lion's share of business these days.
It's always dangerous to dismiss a wounded giant entirely, but if Cisco wants to get back to its old, iconic status, CEO John Chambers sure has his work cut out for him.
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Juniper Networks is a Motley Fool Big Short short-sale selection. AT&T is a Motley Fool Inside Value recommendation. China Mobile is a Motley Fool Global Gains choice. The Fool has created a bull call spread position on Cisco Systems. Alpha Newsletter Account, LLC has opened a short position on Juniper Networks. The Fool owns shares of China Mobile. Alpha Newsletter Account, LLC owns shares of Cisco Systems. Try any of our Foolish newsletter services free for 30 days.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.