LAS VEGAS ( TheStreet) -- Cisco (CSCO) chief John Chambers sees the tech sector consolidating in the hands of fewer players, namely Oracle (ORCL), IBM (IBM) and Hewlett-Packard (HPQ) -- and he promises that Cisco will be among those left standing.
Like others, Cisco's road to tech's elite status is paved with mergers. And Chambers says he has a blueprint that helps determine each move.
|Cisco Systems chairman and CEO John Chambers|
"Our play is on industry architecture, not consolidation. It's how everything ties together," said Chambers in an exclusive interview with TheStreet's James Rogers at last week's Consumer Electronics Show in Las Vegas.
Just as hammerers see everything as nails, networkers see everything as a connections. Chambers says routers lead to switches and switches lead to security, which leads to video, entertainment, cloud computing and data centers. And these connections spread across business systems and phone networks to any device with content, says Chambers."We are the only player that is playing that," says Chambers. Outfits like Apple (AAPL) and Google (GOOG) might take issue with that assertion, arguing that they are playing in the very same game. But Cisco, with Web tech equipment comprising its core, has defensible claims to being the provider of building blocks for a networked future.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV