Encouraging signs from COMS
But COMS indicated America (particularly in education and government) as being the strongest geography and other geographies seeing steady growth also. Pricing overall seems to be more "ordinary". Enterprise revenues showed solid 7% growth after few quarters of decline which bodes well for market participants such as EXTR, FDRY and CSCO. VoIP revenues also saw 20% sequential increase which could benefit AV. The newly introduced high-end switches seems to have had great start which could mean that either the market is expanding or competitors are losing some share (I would say its somewhat of both).