From the category archives:

Cisco Subnet Blog

OpenFlow start-up Big Switch Networks is submitting its controller software to the open-source community in order to catalyze an ecosystem of application developers, according to GigaOm. Read more

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Juniper’s enterprise business is tracking well but the compnay still may face some challenges in 2012 as four major new products ramp. For Cisco, this is good news – enterprises are spending, which means they’ll buy Cisco stuff as well as Juniper’s – a…

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Juniper CEO Kevin Johnson is reportedly being eyed by the Yahoo! board as a possible CEO candidate. AllThingsDigital posts that the leading candidate for the vacant post is Hulu’s CEO, Jason Kilar, but that Juniper’s Johnson and online advertising entr…

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Despite a decline in the overall market, Cisco grew revenues in carrier infrastructure in the third quarter on both an annual and sequential basis. Synergy Research Group found that Cisco grew share in service provider core and edge routers, and Carrie…

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The reinvention and recovery are well underway. Another Wall Street analyst expects Cisco to hit the mark this quarter, just two quarters after eliminating 12,000 jobs in a restructuring to focus back in its core routing and switching businesses. Read …

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Juniper met expectations for its third quarter earnings, but the company still faces challenges in the current fourth quarter and into early 2012. Juniper is waiting for four key product developments to ramp before reaching the revenue growth levels – …

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Cisco’s new aggression

by Jim Duffy on 12 September 2011

So Cisco’s taking the gloves off. After promising to become much more aggressive in defending its installed base and market share as it restructures to regain lost profits, Cisco is naming names in its effort to marginalize the competition. Read more

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Like rival Cisco, Juniper is expected to cut its workforce as spending among key customers declines. In a bulletin issued this week, investment firm UBS states that Juniper may cut 10% of its 9,300-strong workforce to reduce expenses and boost profitab…

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I know some of my Anon detractors will be thrilled with this news: I’m going on vacation for two weeks! So this will likely be the last post in “The Cisco Connection” until August 29. Enjoy the rest of the summer!
I leave you with this — the first in …

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So it appears enterprise IT spending is pretty healthy despite the challenges of some of Cisco’s peers. Cisco itself doesn’t appear to see any downturn, given the impressive results in its fiscal fourth quarter. Read more

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We all know what’s happening in the stock market and the economy after the debt ceiling debate and the lowered US credit rating from Standard and Poor’s. But is this indicative of the direction of IT spending? Read more

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Has Juniper caught the Cisco ‘flu?’ It appears that many of the same issues affecting Cisco are also afflicting Juniper two quarters into 2011. Read more

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It was a cleaner software foundation that attracted former Microsoft executive Bob Muglia to Cisco rival Juniper Networks. That, and the fact that he was familiar with many executives at Juniper from his days at Microsoft. Read more

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Like Cisco, Like Juniper

by Jim Duffy on 30 June 2011

Juniper’s second quarter may lack some luster due to lower demand among service providers and enterprises, according to investment form UBS. UBS states in a quarterly preview bulletin that its “checks” show a product transition challenge in switching …

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