Cisco

Cisco’s generalized data center solution — risky business

Cisco made its long-awaited “California” announcement, but the event didn’t fully address the critical questions of just how the new products will be positioned. At one level, Cisco announced itself as a general-purpose...

Cisco’s blade server market entry: Can it work?

Cisco is expected to launch its blade server project “California” today, and there is a lot of disagreement over just what’s coming. Some predict Cisco...

Cisco’s blade aspirations short on software?

Cisco’s new blade offering, Project California, is likely to be strong on blade and short on software other than

Cisco positions for cloud computing move

Cisco is reportedly eyeing VMware for possible acquisition, a move that would surely put Cisco squarely into the IT competition and mark perhaps the most dramatic transformation of business model attempted by any major U.S. tech vendor.

There are other things that Cisco could be focusing...

Service layer platform vendors: Not game-changing yet

Nortel may be preparing its own application platform, something that would compete with HP ProCurve, Cisco’s new blade server, and Juniper’s JCS1200. All of these products reflect the reality that the “network” is dividing formally into a service layer and a transport layer, and that...

Cisco and Alcatel-Lucent earnings: Better than expected

Cisco reported its quarterly earnings yesterday, and while its numbers were better than expected, there was a problem with the company’s guidance. In effect, Cisco is projecting the current problem will extend through April and has reduced year-over-year guidance accordingly. The Street saw...

Juniper’s core virtualization strategy is critical for telecom

Juniper announced a new “core virtualization” strategy with the TX Matrix Plus, and the concept is quite interesting. The new capability links the Juniper JCS1200 for hosted-control-plane and the TX Matrix Plus as a large aggregator/on-ramp to create an IP infrastructure that can be...

Cisco blade servers — part of a bigger plan?

Rumors that Cisco was going to enter the blade server market have been swirling for a year now, and got some boost from being published in The New York Times this week. It appears from our sources that Cisco really is entering that market and will be making the announcement...

CIMI Corp. analysis on critical telecom vendors

The February, March and April issues of our newsletter, Netwatcher, will include a special series on eight critical telecommunications vendors. We will present a SWOT analysis of each vendor based on our assessment of the critical market issues in 2009 and beyond.      -...