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The third market adjacency I would like to discuss today is collaboration. We believe that collaboration is driving the next waves of business growth, innovation, and productivity. The future of work is changing and organizations are working for new ways to address their challenges. There are four key trends that are critical to customers that are driving collaboration -- consumerization of IT, global value chain, worker mobility, and information overlay. Cisco is delivering on these experiences to transform the way that we collaborate with real-time voice and video interactions as we enter new markets in this area.
As much as it is about video, our intentions to acquire Tamburg is also about the integration of video into a broader $30 billion market for collaboration. By acquiring Tamburg and extending our video in-point product line, we hope to grow business interest in video as part of how enterprises communicate internally and between businesses. Similarly, our interest in [Cera] is based on the floating use of mobile devices by consumers and businesses in innovative ways where entertainment, social networking, collaboration, and business productivity. Through our intent to acquire [Cera], we are focused on offering rich quality multimedia and experiences to mobile subscribers. Cisco and [Cera] are bringing complementary technologies and capabilities to design to accelerate this transition to the rapidly growing mobile Internet, where the network as a platform to enable service providers to launch, deliver, and most important monetize the next generation of mobile multimedia applications and services. Now moving on to customer segments and geographies, where the discussion on a global basis will be measured by both orders year over year and sequential orders. As a general statement, our position in terms of both technology partners and a business partner to our customers in service provider, enterprise, and government is continuing to expand in a very positive way. On a global basis, our total product orders year over year were down in the high-single-digits, which was a major improvement from fiscal year 2009 Q4 year over year total product orders, which were down in the mid-20s. http://seekingalpha.com/article/171358-c... PSEM CC: Enabling serial connectivity in computer, communication and consumer applications remains a primary focus of Pericom. In fiscal '09 ending June of this year, we had a broad deployment of our serial connectivity and timing solutions into PC notebook, desktop and digital video applications. As we entered fiscal '10, we are pleased to see the application base expanding into new areas including PC servers and embedded systems, such as printers, wireless routers, and digital media gateway. We continue to leverage our core technologies in signal switching and routing, signal integrity and timing to develop solutions for new serial protocols. This is exemplified in our recent introduction of five new products supporting the emerging USB 3.0 Superspeed standard that will operate at 5-gig speed per second. Sentiment : Strong Buy Rating :
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