He maintains above-consensus estimate for 2011, 2012 and 2013, reflecting share gains in IP routing and sustained growth in the U.S. wireless equipment market.

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But with reasonably safe profits from submarine optics, IP routing and Services, we believe the company is in a position to generate between 1% and 4% operating margins every year going forward, which should turn, over the cycle, into positive cash generation before restructuring costs.

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Cisco's gateway, which underwent a trial in Honolulu, functions similarly but is more hardware-based, complementing its line of network routing equipment and voice-over-IP telephony.

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