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The networking industry’s version of Groundhog Day resurfaced late last week when the Wall Street Journal published an article in which “people familiar with the matter” indicated that Brocade Communications Systems was up for sale — again….
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As reported by MarketWatch yesterday, Lazard Capital analyst Daniel Amir has written a note suggesting that Cisco Systems, “long a proponent of in-house solutions, has begun the shift to off-the-shelf Broadcom parts.” Amir added that he expects Bro…
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As reports of Cisco’s impending layoffs intensify and spread, I started thinking about how the networking giant got into its current predicament and whether it can escape from it. One major problem for the company is that the challenges it … Co…
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IBM announced its latest quarterly results yesterday, but it did something else, too: It reorganized itself, shuffling some executives upward and changing the reporting structure for others. On the surface, it’s not a big deal. It goes on all the time, especially at large companies besieged by changing markets, technological advances, bureaucratic inertia, and intracompany [...]
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Last week, Dell announced a fusillade of products for small- and medium-sized enterprises looking to benefit from converged, virtualized data centers. Depending on one’s vantage point, Dell proactively announced the products to offer its mid-sized enterprise customers interoperable solutions that will allow them to derive efficiencies from data-center automation; or it made the announcement reactively, [...]
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Well, I’m finally getting around to commenting on the Brocade One announcement earlier this week. To understand the present, however, it often is necessary to have an appreciation of the past. Brocade’s recent history was the precursor to its announcement this week, and recounting that history will help us understand what the company is trying [...]
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Journalists and pundits who’ve never crossed over to the “dark side” — that is, worked directly for an industry vendor — often are enamored of mergers and acquisitions (M&A). They think they’re exciting, the eminently newsworthy apotheoses and syntheses of bi-coastal wheeling and dealing on Sand Hill Road and Wall Street. These observers see the glamor [...]
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Earlier this week, Juniper Networks unveiled new switches, routers, software, and services, all of which were positioned as helping enterprises adapt their network infrastructure to increasingly virtualized application requirements. In Juniper’s worldview, that adaptation involves an evolutionary transition from relatively complex, three-layer networks to simpler, flatter, single-layer networks. Junper calls it the 3-2-1 progression in [...]
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Juniper Networks today announced a program to discount its EX Series branch offices switches by about 60 percent for new customers trading in old gear from “legacy” suppliers. The offer isn’t open to folks who already own Juniper switches, though it is to Juniper customers of other products, like security, that haven’t yet tried its switches. Read more
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In a post earlier today, I mentioned that HP, with 3Com now in the fold, understands that it must bolster the quality and quantity of its field-sales team if it hopes to compete effectively against Cisco Systems. HP is doing more than thinking and talking about it. According to sources familiar with the situation, HP [...]
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In a recent story in the Ottawa Citizen about Huawei establishing an R&D center in Canada’s capital city, journalist Bert Hill mentioned in passing that the Chinese telecommunications-equipment vendor played no small part in the evisceration and ultimate demise of Nortel Networks, Ottawa’s one-time technology kingpin. Make no mistake, Nortel had enormous self-destructive tendencies, and [...]
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In his column this week at MarketWatch, John C. Dvorak muses about potential acquisitions that Hewlett-Packard might pursue.
Seizing on recent comments from HP CEO Mark Hurd regarding intensifying competition with Cisco and Oracle — proud owner of Sun Microsystems and all of its hardware and software technologies — Dvorak posits that HP might acquire [...]
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One problem, Bremner said, is that Juniper lacks a mid-range router. Only one per cent of Canadian switch sales came from Juniper in Q3 2009, although the …
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New data on the state of the Ethernet-switching market surfaced yesterday and today.
First, Dell’Oro Group reported that the Ethernet-switching market grew sequentially at a 20-percent clip in the fourth quarter of 2009. As a result, Cisco, HP, and Juniper were said to have added $600 million in incremental revenue.
Said Alan Weckel, [...]
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