Shareholder wants Cisco to slim down

Cisco is fat and needs to lose the excess so it can adequately compete with rivals in the emerging, developing markets, according to a Sramana Mitra, a Cisco shareholder writing in SeekingAlpha. So far, a sensible analysis. But then Sramana says that many of the Silicon Valley headcount that could be shaved are “from those very low-cost destinations which would absorb the impact of the downsizing. Perhaps, some of these employees would be happy to go back home.” Hmm, wonder what her stock would do if Cisco’s brightest were to “go back home”?