Uncommon Wisdom:


February 4, 2010  2:10 PM

Chambers’ financial comments rosy, but will core market suffer?

Posted by: Tom Nolle
Cisco, core market, core routers, CRS-1, financials

Cisco reported its numbers, which were significantly better than estimates. Profit growth was significant, but it was the 8% revenue growth and rosy comments on the state of the recovery that made Chambers’ remarks on the call...

January 8, 2010  2:39 PM

Cisco social media platform could provide broader-based platform

Posted by: Tom Nolle
Cisco, service platform, social media

Cisco may be taking its social media platform, EOS, to service providers, and in fact we have already heard one that’s been pitched on the concept. Not only that, there is rumored to be some interest within Cisco and among operators in

December 17, 2009  2:31 PM

Juniper acquisition rumors swirl around Bytemobile

Posted by: Tom Nolle
Cisco, handset technology, Juniper, mobile solutions, service layer architecture

At least one financial analyst (Avian Securities) says Juniper is considering a bid for Bytemobile, a provider of specialty service tools and mobile optimization solutions for the wireless space. There...

December 8, 2009  4:27 PM

Cisco’s growth targets: Increase market, but what of the service layer?

Posted by: Tom Nolle
Cisco, data center, mergers & acquisitions, service layer architecture, telecom equipment vendors

Cisco is expected to take a bold step this week and tell the financial community it can return to its historical targets of 12-18% growth, owing in part to the economic recovery and in part to Cisco’s radical moves to increase...

November 12, 2009  2:01 PM

HP’s 3Com acquisition: Vendor market activity spurred the move

Posted by: Tom Nolle
3Com, blade servers, Brocade, Cisco, data center, enterprise networking, Foundry, HP, IBM, IT, Juniper

HP has made a somewhat-surprise move and acquired 3Com, a venerable but now fallen giant in the networking field, and the move is very likely...

November 5, 2009  2:08 PM

Cisco’s earnings show customers’ releasing 2009 project budgets

Posted by: Tom Nolle
Cisco, financial results, mergers and acquisitions

Cisco saw both revenues and profits fall, but both also beat analyst expectations. Chambers was upbeat about the next two quarters, pumping estimates ahead of current guidance. Order growth in the U.S. was flat,...

November 4, 2009  1:11 PM

Cisco/EMC joint venture: private & public cloud data center strategy

Posted by: Tom Nolle
Cisco, Cloud computing, data center, EMC, network computing, Storage, Virtualization, VMware

Cisco, EMC and VMware have formed a joint venture called “Acadia” to promote a new vision of the data...

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October 21, 2009  10:17 PM

Cisco’s ISR G2 and Borderless Networking: Service layer implications?

Posted by: Tom Nolle
Cisco, control plane, equipment vendors, Linux, service layer architecture, Virtualization

Cisco has announced a new generation of its popular ISR platform (G2, fittingly), and also announced an initiative/architecture called Borderless Networking. The ISR upgrades...

October 20, 2009  1:21 PM

Cisco and Oracle look to change data center landscape

Posted by: Tom Nolle
Cisco, collaboration, data center, HP, IBM, Oracle, Virtualization

Oracle and Cisco may change the landscape in the data center if the companies continue to pursue their current tracks, according to most pundits, and we...

October 14, 2009  11:26 AM

Cisco’s Starent acquisition could be LTE procurement zone play

Posted by: Tom Nolle
Cisco, Juniper, LTE, M&A, procurement zones, service layer architecture

Cisco wrote another big check, this time to acquire Starent, a major player in the mobile/LTE space. And with the move, it may have leapfrogged a number of competitors. Starent and Cisco were somewhat competing previously, and Wall Street reports that it expected Juniper to announce a partnership...

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