Cisco Upbeat

David Bogoslaw from Business Week writes that Cisco is very upbeat about its future.

To quote his article: "It speaks to the "confidence Cisco has in the spending environment and trends in video going onto the network and the absolute imperative for operators to upgrade their networks to handle the load," said Jason Noah Ader, managing director at Thomas Weisel Partners LLC in Boston.

Cisco has invested heavily in enterprise communications, having bought WebEx and continuing to search for ways to add large group webcasting capabilities to the its small group collaborative offerings. And that makes sense.

The more companies invest in communications, the more they must upgrade their networks. For Cisco that equals a win-win.