Uncommon Wisdom:


June 1, 2011  1:52 PM

Cisco’s managed service offering for SMBs — who needs it?

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, managed services, SMBs

Cisco is announcing a new white-label managed service offering that’s designed to be resold by network operators (presumably Cisco customers) to rebrand for the SMB space. Cisco would provide the actual remote management resources. The move is yet another interesting slant on how Cisco thinks...

May 17, 2011  1:58 AM

Cisco’s financials: Time for a proactive plan

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper

Cisco reported its results, which the Street has described as those of a "company in transition." I disagree; they're the results of a market in transition and a company not yet transitioning. The signs of the conditions that have dumped Cisco's stock and fortunes have been clearly visible for...

May 10, 2011  1:02 PM

OpenFlow concept embodies challenges to Cisco’s resurgence

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, control plane, OpenFlow

It’s hard not to wonder at the way a company that was once a model of tech success (“I want to be the next Cisco”) is now seen as a model of a transition failure. The idea of breaking Cisco up into pieces so that valuable parts can grow faster than “legacy”...

May 5, 2011  12:54 PM

Brocade’s CloudPlex: Strong story, but architecture needs details

Posted by: Tom Nolle
Brocade, Cisco, cloud architecture, Cloud computing, Ethernet switching, Juniper, Virtualization

UBS released an Ethernet switching report that confirms the trends my surveys have shown for two years now—including the fact that the data center network evolution is driving enterprise network equipment spending. What my data has also shown is that enterprises are not likely to see data center...

April 19, 2011  1:41 PM

Looking behind Juniper’s new Emerging Technologies executive hire

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, emerging technologies, Juniper, service layer platforms, software, unified communications, Verizon Digital Media Service

While we don’t typically cover management changes and executive hires, I do think it’s significant that Juniper has announced a new VP (from Cisco) in a new position. Nawaf Bitar has been...

April 14, 2011  1:23 AM

Cisco’s consumer reorg misses the service layer cure

Posted by: Tom Nolle
Cisco, service layer, Telepresence, video conferencing

Cisco announced today that it would be “restructuring” its consumer business, dropping the Flip video line and focusing its home networking activities to gain better profits. The steps neither fix Cisco’s...

April 8, 2011  2:41 PM

Cisco’s makeover: It all depends on execution

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, content delivery networks, middleware, service layer architecture, UC/UCC, Verivue

Let's look at Cisco. The company has been a major disappointment to Wall Street for years now, and there’s been ongoing grumbling about a Cisco breakup or drastic changes in style and management. That now may be coming to a head as

March 16, 2011  2:58 PM

Vendors/operators weighing necessary cloud strategies

Posted by: Tom Nolle
Cisco, cloud, Cloud computing, Cloud Services, HP, IBM, Microsoft, Oracle, SMBs, XO

HP’s CEO is promising a more cloud-engaged HP, which seems a smart move given that it’s clear that cloud computing will in some way be the driver of virtually all...

February 11, 2011  3:11 PM

Alcatel-Lucent financials due to linking network service opportunities?

Posted by: Tom Nolle
Alcatel-Lucent, Cisco, lightRadio, service layer

Alcatel-Lucent announced its earnings yesterday and the results were a sharp contrast with Cisco’s, sending Alcatel-Lucent’s stock up more than

February 10, 2011  2:50 PM

Cisco gross margins down, reflect discounting and switching issues

Posted by: Tom Nolle
Cisco, financial results, service layer platforms, switching

Cisco’s numbers were a big disappointment to investors, and they focused on two issues that are key for Cisco (and the market) at this point:

  1. Cisco’s gross margins were off, and that’s likely due to discounting forced on Cisco by the competition.
  2. Cisco suffered in the...

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