If they continue to elect to do aggressive equipment financing or taking equity stakes in startup models, they can't be passive in their involvement. Mielke says unpaid bills won't be the ultimate downfall of equipment providers. I think the market is punishing them for not showing big gains. It's about expectations. The expectation in the market is that all of these guys would have these huge gains.
Cisco is the one who set that expectation.
Those expectations have undoubtedly been dashed in light of market conditions over the past several months, but turning things around may not be impossible. Inc. Please read our legal page before using this site.