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In a recent post at EtherealMind.com, Greg Ferro examined possible implications associated with the impending dominance of merchant silicon in the networking industry. Early in his post, Ferro reproduces a Broadcom graphic illustrating that the major s…
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At Martin Casado’s Network Heresy blog yesterday, a guest post was offered by Andrew Lambeth, who once led the vDS distributed switching project at VMware but is now, like Casado, ensconced at Nicira. The post was titled provocatively, “Networkin…
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Since Dell’s acquisition of Force10 Networks, many of us have wondered how Dell’s networking business, under the leadership of former Cisco Systems executive Dario Zamarian, would chart a course of distinction in data-center networking. While Zamar…
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It has been nearly eight years since EMC acquired VMware. The acquisition announcement went over the newswires on December 15, 2003. EMC paid approximately $635 million for VMware, and Joe Tucci, EMC’s president and CEO, had this to say about ……
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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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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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“There’s something happening here, but what is ain’t exactly clear.” – Buffalo Springfield, “For What It’s Worth.” Software-defined networking (SDN) and its protocol of choice, OpenFlow, have been in the news for the past couple…
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Yes, I’m back for further cogitation on software-defined networking (SDN) and OpenFlow. As I wrote in my last post, relating to Cisco’s recent support for OpenFlow, I wasn’t able to attend the Open Networking Summit held last week at Stanford …
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It has not been easy finding time to write this past week. In addition to work and other demands on my time, I had been suffering from a blockage in my ear that impaired my hearing, upset my balance, and … Continue reading →
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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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As Cisco has struggled to adapt to the protracted global market downturn and the “recoveryless” recovery — it’s been going on so long, perhaps we should just call it the Information-Age Depression — the company’s CEO…
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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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