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May 13 2008   2:13PM GMT

HP nears EDS acquisition deal



Posted by: Tom Nolle
HP, IT, IBM, Cisco

HP is nearing an agreement to acquire EDS, which would make it the second-largest integrator in the world after IBM and a truly formidable challenger to IBM for perhaps the first time. The deal comes as the role of IT is shifting in the market in general, due to the emergence of the SOA-driven IT cycle, and also to a shifting relationship between IT and networking. While the deal highlights competition in the IT space, it also has implications for Cisco, whose software/service initiative is the company’s primary growth strategy. EDS has also had relationships with network vendors and a not-too-successful strategy to integrate networks and services it launched with Level 3.

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Apr 29 2008   6:02PM GMT

IBM cloud computing focused on networking control?



Posted by: Tom Nolle
cloud computing, IBM, Cisco

Cloud computing may be heading for a major role in the marketing plans of major vendors like Sun, HP, IBM, and Microsoft. Since the Internet is really an information network, it is really as much or more about storage and software as about network routers and other bit-moving gear, and IBM’s recent announcement of cloud computing support shows that the big IT players want to formalize their participation in and control of the server side. We believe that cloud computing activity will also push out into enterprise computing, and that it is a major part of IBM’s strategy to wrestle control of networking away from Cisco and its competitors.

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Feb 7 2008   3:19PM GMT

Cisco earnings show order slowdown



Posted by: Tom Nolle
Juniper, Cisco, Routers

Cisco reported decent numbers for the current quarter but acknowledged the slowdown in orders that we predicted for the first half of this year. The company relies on enterprises for a large chunk of revenues, and that sector is very troubled by the credit crash and consumer concerns. We believe that spending for 2008 will recover in the second half. The slowdown will have its greatest impact on network vendors with a lot of enterprise exposure, but it will also make it difficult for Juniper to get quick traction with its new EX enterprise Ethernet line.

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Dec 31 2007   10:13PM GMT

2008 cable capital expense trends



Posted by: Tom Nolle
capital expense, Cisco, Cable

Lower prices on cable modem termination system ports are likely in 2008, and this often means that the cable companies are putting pressure on the vendors with advance notice of procurements. The changes in pricing will come with some capability to re-architect the downstream bandwidth to the home, allowing either standard DOCSIS 2.0 rates up to about 15 Mbps or DOCSIS 3.0 rates as high as 100 Mbps. The former is more likely to deploy here in the US. A big push by cable players in 2008 would benefit Cisco significantly and would likely drive cable capex higher, to win the MSOs more Wall Street ire.

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Dec 21 2007   12:22AM GMT

Cisco loses chief development officer



Posted by: Tom Nolle
Cisco, Networking, Routers

Charlie Giancarlo, former CDO of Cisco, resigned today. Charlie was the expected successor to John Chambers, but recent political moves within Cisco suggested that succession, if it happened at all, would be long delayed. Giancarlo was a strategist, a thinker, and not a salesman or a showman, and Chambers is clearly both of the latter. Cisco’s reorganization seems to show that there will not be a designated heir to Chambers in the near term

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Dec 13 2007   6:47PM GMT

Cisco Dips Toe into “New Media”?



Posted by: Tom Nolle
Open source, Cisco, Social networking, Networking

Cisco made an exploratory foray into the new media space at its C-scape conference, with a short discussion of its architecture for social and entertainment portals, EOS. This open-source framework is expected to be available to developers in 2008. There were no real details of Cisco’s plans here, and it is widely believed that the step is so far more exploratory than a commitment to significant resources or efforts.

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