Cisco shares are down between 11% and 13% even though it beat the Street’s revenue and profit estimates. HP and Juniper are truly winning enterprise business — not because of any real weakness in Cisco’s portfolio. IT purchasing is up and according to ESG Research, 46% of enterprise and SMB organizations will invest in networking equipment. Some industries like State and local government, transportation, and education are still really hurting. Unless Cisco matches prices, it will be difficult to compete in these financially-strapped industries.”]