Cisco shrinking overall ~2% per quarter. -10% routing, -5% switching, -4% DC. Increases dividend, investors happy
Amazon Internet of Things PaaS platform was announced yesterday with the buzz line “Cloud Services for Connected Devices”. I am comparing the strategic differences with Cisco Fog Computing.
John Chambers steps down as CEO, remains Executive Chairman & Chairman of Board. Chuck Robbins, sales & operations executive, will become CEO suggesting not much will change. Some thoughts and speculation.
I was reviewing the non-ACI Nexus 9000 products this week and started thinking that the Nexus 9000 will become Cisco’s response to whitebox disruption.
Chambers pointed the finger at Net Neutrality for a slow down in purchasing by carriers in US markets and that he perceives it as damaging to Cisco business interests. I find it more credible that SDN/NFV is slowing capital investments than some far off political change.