A capitalist economy hums when leading businessmen are bubbling with animal spirits and are prepared to sink their money into risky ventures.

We believe their leading competitors will continue to take market share from Cisco at an accelerated pace throughout the slowdown -- especially in the service provider focused product arena,

We are seeing a belief that the Japanese economy is recovering. The Japanese are going to keep their money at home and overseas investors are going to put more to work in Japan.

My claim is that we do not have a market economy, but a capitalist economy.

We're developing a more bullish scenario here because of the slowdown in the economy leading to less pressure on the Fed to raise interest rates. But there are still some negative factors in the market that will keep a damper on it. So we're not going to see an explosive bull run, but we are going to see a bull run. The underlying interest rate picture and liquidity picture is starting to improve significantly.

Businessmen have no friends, they befriend only money