This article at Seeking Alpha shows that John Chambers sold more than 30% his Cisco shares last month and is just one of 8 other executives who sold significant numbers of shares in the last month.
In this transcript from Seeking Alpha, Gary Moore, Chief Operating Office of Cisco claims that ” eight of the global ten over-the-top providers like Amazon are huge Cisco customers”. For network architect & strategy types, it’s worth reading to see how Cisco intends to extract more revenue from your budget. In particular there are several references to Cisco “analytics service offerings” which Mr Moore states are opportunities for upsell in SmartNet maintenance. It might be worth looking into those products to prepare a “defense against the dark arts” from Cisco account managers.
There are two sides to Cisco’s success with UCS announced today. It’s a great achievement that has a hidden challenges.
I doubt that anyone bought a Vblock because it was a market leading networking strategy. I’ve been a supporter of VCE but today I’m doubtful that choosing Cisco ACI is good strategy for their customers. My view is that most customers buy VCE Vblocks as a VMware platform. What VCE offers is a services package of fully supported storage, compute and networking that removes customer risk around VMware deployments while reselling EMC & Cisco hardware.
In last weeks Packet Pushers episode Show 177 – Current Practices I speculated about the relationship of Cisco and QNX. Turns out that most of what I discussed was wide of the mark and partly incorrect.
Cisco announces that it has expanded its ACI Strategy to include the Campus and WAN in the scope of the product as well hybrid cloud functionality. Some thoughts on what this means for network architects and engineers: My View – Cisco wants to maintain control and ownership of customer budgets on networking by having a […]
Reuters reports that Lenovo has bought the server division of IBM. Some observations from my perspective.
I’ve heard a few people state recently that Cisco hasn’t made a large acquisition in the last couple of years. Although the Insieme/Cisco ACI spin-in was high profile, it was moderately valued about USD$800MM and it wasn’t really an acquisition. It’s the acquisition of NDS that most people are not aware of. Cisco acquired NDS […]
The Cisco Nexus 9000 supports two versions of network operating system on the device. You can buy some models of the Nexus 9000 family today that run NX-OS just like the NX6K, NX7K etc and late in 2014 “NX-OS Plus” will be available. Two operating systems for the same switch isn’t new for Cisco if you remember the switch […]
The first thing I thought of when I saw this slide is that Cisco UCS will be integrated ACI in short order. It seems like the obvious competitive response to VMware ESX ability to virtualise the hypervisor. I asked the question during my briefing and got an answer that indicated that wider integration of Cisco products, including […]