|By Fuat Kircaali||
|March 14, 2009 07:12 AM EDT||
Cisco's January sales were down 20% from a year ago. Its customers are holding off their purchasing decisions under the current economic climate. The only growth potential the company has today is in the virtualization market, which is expected to increase by more than 40% in 2009.
Cisco is not exactly a software company. Like Dell they need to come up with a sustainable proposition for their customers. So far what we have seen from Cisco is a virtual router. The word on the street is that next week they are expected to announce their game plan, perhaps a virtualization product and solutions portfolio in partnership with VMware. Cisco owns 2% of VMware. The big chunk of VMware is owned by its parent EMC. The only meaningful way for Cisco to get a sizable chunk of the Virtualization market in the long run would be through acquiring EMC.
One suggestion to "Mr. Nice Guy John Chambers" would be to have a breakfast meeting with Larry Ellison before his romantic dinner with EMC's Joe Tucci. The drama which comes out of Ellison's bloody approach to these matters is always more fun to watch. They can of course still put together an attractive retirement package for Tucci as the two Microsoft cronies Paul and Tod really move to the driver's seat and the spotlight they have been waiting for under John Chambers.
Hey you never know, if the virtualization business really takes off then Paul can make a move to Chambers' seat. We have seen this happen many times in history, Mitchell Kertzman taking over the helm at Sybase from its founder Mark Hoffman after Sybase's Powersoft acquisition is one of them. :-)
Jan. 19, 2017 07:45 AM EST Reads: 4,216
Jan. 19, 2017 07:45 AM EST Reads: 6,318
Jan. 19, 2017 07:30 AM EST Reads: 3,622
Jan. 19, 2017 07:15 AM EST Reads: 3,785
Jan. 19, 2017 07:00 AM EST Reads: 1,204
Jan. 19, 2017 07:00 AM EST Reads: 5,032
Jan. 19, 2017 07:00 AM EST Reads: 2,001
Jan. 19, 2017 06:45 AM EST Reads: 4,211
Jan. 19, 2017 06:45 AM EST Reads: 449
Jan. 19, 2017 06:00 AM EST Reads: 4,755
Jan. 19, 2017 06:00 AM EST Reads: 824
Jan. 19, 2017 06:00 AM EST Reads: 1,585
Jan. 19, 2017 05:30 AM EST Reads: 1,894
Jan. 19, 2017 05:15 AM EST Reads: 5,079
In his session at 19th Cloud Expo, Claude Remillard, Principal Program Manager in Developer Division at Microsoft, contrasted how his team used config as code and immutable patterns for continuous delivery of microservices and apps to the cloud. He showed how the immutable patterns helps developers do away with most of the complexity of config as code-enabling scenarios such as rollback, zero downtime upgrades with far greater simplicity. He also demoed building immutable pipelines in the cloud ...
Jan. 19, 2017 04:15 AM EST Reads: 3,455