Based on your comments about I'd say you don't know "the router business" at all. No need for new routers? That's about as stupid as the famous quote that Bill G. (never) said about no one ever needing more than 640K of RAM. Traderdragon is right, there is a lot more to networks then just the up-front hardware costs. Have you ever worked in a group that manages a complex network infrastructure? Hint: Playing with your linksys at home doesn't count.
Boy howdy, its quite amazing what a little bullish talk from a CEO can do. if you waited till the open your screwed. Gap city everywhere you look. Just seems a tad fishy.