This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Cisco Chief's Consolidation Charter

LAS VEGAS ( TheStreet) -- Cisco (CSCO - Get Report) chief John Chambers sees the tech sector consolidating in the hands of fewer players, namely Oracle (ORCL - Get Report), IBM (IBM - Get Report) and Hewlett-Packard (HPQ - Get Report) -- 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.
John Chambers
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 - Get Report) and Google (GOOG - Get Report) 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.
1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
GOOG $750.27 0.28%
HPQ $12.54 -0.79%
IBM $138.46 0.33%
ORCL $39.18 -0.20%
AAPL $117.82 -0.18%


Chart of I:DJI
DOW 17,798.49 -14.90 -0.08%
S&P 500 2,090.11 +1.24 0.06%
NASDAQ 5,127.5250 +11.3820 0.22%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs