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The concept of software-defined networking (SDN) has generated considerable interest during the last several months. Although SDNs can be realized in more than one way, the OpenFlow protocol seems to have drawn a critical mass of prospective customer…
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Former Microsoft executive Bob Muglia will work with Juniper to compete with Cisco and HP in networking
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Now seems a good time to review Dell’s announcement last week regarding its acquisition of Force10 Networks. We knew a deal was coming, and now that the move finally has been made, we can can consider the implications. It was … Continue reading…
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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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Cisco says it is effectively fending off HP and Juniper as it grapples with a significant product transition in Ethernet switching. The transition, in which customers are opting for new lower margin, higher performing Catalyst and Nexus switches over o…
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Cisco’s FabricPath and HP’s FlexNetwork mark a shift in network architectures across the board
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Ethernet switch markets saw revenue declines despite a rise in the number of ports, say Dell’Oro and Canalys
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Customers accuse Cisco of intimidation when they did not buy anything, or enough from, the world’s leading and largest networking company. According to this Bloomberg story, Cisco questioned the competency of IT and networking officials at companies th…
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Ethernet switching declined 8% in the first quarter from last year, and 12% from Q4 2010, according to bulletins issued by two investment firms in recent days. And given Cisco’s weak outlook for its fiscal fourth quarter, the market may languish in the…
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HP and Juniper also benefit, according to Dell’OroPerhaps to no one’s surprise, 10G Ethernet and data center switching led growth of the overall Ethernet switching market in Q3. Dell’Oro Group released some numbers this week that show demand for 10G Et…
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Channel checks show strong first half of fiscal 2011 but competition from HP and Juniper could eat into switching share Cisco’s sales for its fiscal first quarter, which ended last month, are tracking ahead of expectations, according to a bulletin from…
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Juniper took one-third of Cisco's share in core routing shortly after coming … Router 7750 optimized for traffic management and processing of IPTV, WebTV, …
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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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