Thursday, November 12, 2009
Cisco vs. HP: 3Com Acquisition Ups the Ante
Cisco and HP have been duking it over their visions for the next generation data center architecture and the battle is just getting interesting.
Tuesday, September 15, 2009
Clearwire Launches Test in Silicon Valley
Clearwire today announced the launch of its a developer version of 4G service in the Bay Area. The developer version of the WiMax-based network covers “more than 20 square miles” in Santa Clara, Mountain View and “parts of downtown” Palto Alto.
Sunday, September 13, 2009
Skype Deal Drama Gets Joost-ier
There are growing signs of tension between some of the players behind the $2 billion deal to sell eBay’s Skype to a group of investors.
On Friday, Joost, the U.K. Internet video company, said that by shareholder vote it had removed Michelangelo Volpi from its board of directors and from his position as chairman of the company. Volpi, a former high-level Cisco executive, stepped down from Joost’s CEO position in July, and is now a general partner at investment firm Index Ventures.
Tuesday, September 1, 2009
Cisco Video: Is Cloud Computing Powered by Angels?
I guess no one has a clue what the increasingly fashionable term “cloud computing” means.
Wednesday, August 26, 2009
Arista Networks Zooms Out with VMware Announcement
VMworld, the annual conference hosted by software maker VMware, is fast becoming one of the hot tech conferences, in large part because VMware’s technology has become an important selling point for tech-equipment makers like Dell and Cisco Systems. There are likely to be dozens of new product announcements made at the conference, which kicks off Monday.
Thursday, August 6, 2009
Cisco CEO John Chambers’s Big Management Experiment
Cisco Systems has overhauled its management structure in order to support 26 new businesses that the company says could soon reach $1 billion each and account for more than 25 percent of Cisco’s revenue.
Now executives work on committees–dubbed councils and boards in Cisco-ese–and the company makes 70 percent of its decisions collaboratively, up from 10 percent just two years ago.
Tuesday, August 4, 2009
Cisco Systems: Expectations Rising for Tomorrow’s Q4
Expectations have been building for Cisco Systems’s fiscal Q4 report, which comes tomorrow, after the bell. Deutsche Bank last week forecast a “beat and raise” report, while Pacific Crest discussed prospects Cisco’s enterprise customer base is going to rebound for the company.
Thursday, July 16, 2009
Cybercrime Tactics Fit for an MBA Program
Online scam artists are borrowing customer-acquisition and partnership strategies from legitimate marketers, a Cisco security executive says.
In conjunction with the company’s midyear security report, Patrick Peterson, Cisco’s chief security researcher, said in a Webcast that the increasing sophistication of the cyber criminal is one of the biggest threats security experts face.
Thursday, June 25, 2009
SAP to Stick to Software, Says CEO
SAP’s new CEO Leo Apotheker says the software giant will focus on its core software business, even as its rivals expand beyond their traditional boundaries.
The latest trend in the tech industry–at least among its biggest companies–is to offer products and services that used to be provided by partners.
Thursday, May 7, 2009
Next best thing to “teleporting”?
Cisco CEO John Chambers doesn’t just talk a good game about telepresence, the videoconferencing technology that creates the illusion you’re in a room with someone who’s actually thousands of miles away.
Tuesday, April 7, 2009
Networking Hardware: Estimates Still Ratcheting Lower
The Q1 earnings period could be a tough one for networking equipment companies; estimates for the likes of Cisco and Juniper in particular have continued to edge lower. William Blair analyst Jason Ader this morning weighed in with updates on those two stocks and a couple of others following a late March survey with 36 VARs in the U.S. and the U.K. Ader joined the chorus of estimate cutters; but he sees improvement on the horizon.
Monday, April 6, 2009
Cisco: Goldman Downgrades, Credit Suisse Cuts Numbers
Cisco Systems shares are headed lower this morning after Goldman Sachs analyst Simona Jankowski cut her rating on the stock to Neutral from Conviction Buy, noting that the stock had reached her $18 price target. Jankowski writes that she maintains a positive long-term view on the stock, “as Cisco’s execution and balance sheet position it well to benefit from favorable secular trends in IP networking.”
Monday, March 30, 2009
Is the Open Cloud Manifesto Doomed?
Is the Open Cloud Manifesto doomed even before it’s officially announced?
Well, if not, it’s certainly been hampered. Why? The top three cloud platforms have decided not to participate. So it looks like IBM, Sun, Cisco and a host of smaller companies will be on hand to represent the new Open Cloud Manifesto when it is announced on March 30. And some say Cisco’s support may be iffy. But who will not be among the list of supporters are Microsoft, Amazon and Google.
Thursday, March 5, 2009
Broadband Speeds Our Economy
Now that President Obama has signed the $787 billion economic stimulus package into law, the real hard work begins: using that money to create jobs. To accomplish its many goals, the country needs the infrastructure to support them. That’s why the funding for broadband was so vital.
Monday, February 9, 2009
IPOs Are Dead; Long Live IPOs
The numbers are startling; one technology IPO last quarter, only six in 2008. Is innovation dead? Did Google/Microsoft/Cisco consume all the promising start-ups? Did Sarbanes-Oxley render IPOs too hard and costly? Yes, if you believe columnist, conference and collective wisdom. They’re wrong.
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