As the latest VMworld begins its transformation from current event to memory, now probably is as good a time as any to reflect on what it all means, if anything, for the future of data centers, the IT industry, and … Continue reading 
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CISCO
The Ethernet switch market grew 35% in the second quarter from last year, and 1% from Q1 to $5.2 billion, according to investment firm UBS. Cisco maintained its dominant share of the Layer 2-3 sector with 72%, while Juniper continued to gain – Cisco’s rival now has just under 2% share, up from 1.5% in Q1 and 1.3% a year ago. Read more
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Brocade is ready to give Cisco and Juniper a run for the money in 100G Ethernet. The company later this month will unveil 100G Ethernet routers and modules that it claims will be “industry altering” and its “most significant networking platform development” since acquiring Foundry Networks in 2008. Read more
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Cisco (NASDAQ:CSCO), which competes with Juniper (NYSE:JNPR) in the digital … evidence that Cisco is moving beyond its core router and switch business to …
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According to Alan Weckel, director of Ethernet Switch Market Research at Dell' (News … HP, and Juniper are the currently included vendors in the space. …
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Cisco's gone a bit deeper into the consumer space than Juniper, … mimicking a traditional SS7-based phone switch so much that SIP switches are now …
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The jury is out on Cisco; Juniper looks like a sensible buy today. … deeper than the router makers to find a pure-play investment in this sub-market. …
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IPoDWDM involves putting a tunable DWDM interface on a router. … and Alcatel-Lucent (NYSE: ALU) and Juniper Networks Inc. (NYSE: JNPR) now support it as …
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There’s really not a lot to like about Cisco’s (Nasdaq: CSCO) Q4 earnings statement and its cautious revenue forecast. Cisco’s fiscal Q4 ended July 31 results of $10.8 billion, while 27 percent above last year’s results, slightly missed analyst’s expectations of $10.9 billion.
But what’s troubling financial analysts and Wall Street even more is Cisco CEO John Chambers’ cautious outlook. Analysts and investors alike were expecting that Cisco would report an uptick in sales as service provider’s upgrade their respective networks to keep up with growing Internet-based applications.
“We are seeing a large number of mixed signals in both the market and from our customers’ expectations, and we think the words ‘unusual uncertainty’ are an accurate description of what is occurring,” Chambers told analysts on Wednesday.
Not surprisingly, investors did not like this outlook and punished Cisco by sending its share price down 8 percent in after-hours trading. The router giant forecast that revenue would increase 18-20 percent over 2009, which fell short of average analyst estimates of 21 percent to $10.95 billion.
Chambers attributed the cautious outlook to a dip in sales in late June and European debt issues, but added that business started to pick up at the end of fiscal Q4. Unfortunately, the sales uptick did not happen quickly enough. “He certainly sent investors mixed signals. But overall, it looks like orders ramped up towards the end of the quarter but weren’t strong enough to give the guidance that people were looking for,” said Bill Choi, analyst at Jefferies & Co.
One potential bright spot that could contribute to further growth was that Cisco was picked as one of AT&T’s three IP/MPLS, Ethernet and Evolved Packet Core equipment domain suppliers alongside rivals Alcatel-Lucent (NYSE: ALU) and Juniper (NYSE: JNPR). Although making it onto AT&T’s domain supplier list does not necessarily mean instant sales, it does give Cisco a chance to better compete for future IP-based voice, video and data traffic upgrades.
For more:
- see the earnings release here
- Reuters has this article
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Rumor Mill: Cisco buying Nokia?
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Today, Cisco is not the only game in the multi-function router town. Other manufacturers, including Juniper Networks Inc., Hewlett Packard Development Co. …
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NetworkWorld.comAnd the number two router vendor to Cisco doesn't see a need for LISP at all. Juniper says it's a single vendor-driven effort for a single vendor-driven …
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This from a recent press release:
SUNNYVALE, CA, Aug 04, 2010 (MARKETWIRE via COMTEX) — Juniper Networks(R) (JNPR 28.31, -0.17, -0.60%) today announced that several of its routing, switching and circuit-to-packet solutions have been tested and certified by the U.S. Defense Information Systems Agency (DISA) Joint Interoperability Test Command (JITC) for interoperability with Defense Department [...]
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In its earnings announcement for the second quarter of 2010, management noted that Juniper's share of the rebounding switch market had increased. …See all stories on this topic »
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The Emerging Security Assumption
by Larry Walsh on 10 August 2010
As embedded security become the norm, vendors talk about it less and less, but embedded security shouldn’t be assumed security, says Larry Walsh
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