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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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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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CEO John Chambers said Cisco’s recent reorganisation is delivering a market advantage over its rivals
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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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OpenFlow originated in academia, from research work conducted at Stanford University and the University of California, Berkeley. Academics remain intensively involved in the development of OpenFlow, but the protocol, a manifestation of software-defined…
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