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Juniper invests in cloud and big data

Ponies up for Cloudscaling's Series B round; resells Guavus router analytics applications
Submitted by Jim Duffy on Thu, 05/23/13 - 4:32pm.

Not long after announcing an integration arrangement with the OpenStack cloud company, Juniper has invested in Cloudscaling's $10 million Series B round.

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Factors converging to drive 10G

Price and inventory reductions, Intel "Ivy Bridge" stoking demand and growth, Crehan says
Submitted by Jim Duffy on Mon, 05/20/13 - 10:56am.

The market for 10G Ethernet is poised for strong growth due to a number of factors, according to Crehan Research. Those factors include:

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Cisco to SDN: Bring It On

After blowout Q3, company's confidence unwavering in the face of the next disruption
Submitted by Jim Duffy on Thu, 05/16/13 - 3:02pm.

Never one to back down from a challenge, Cisco CEO John Chambers expressed unbridled confidence in the company's position as it faces down its next test: the advent of SDNs.

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100G, SDN leaving older switches behind

HP, Juniper encourage wholesale upgrades for the data center; will Cisco/Insieme do the same?
Submitted by Jim Duffy on Mon, 05/13/13 - 10:48am.

Unlike Juniper core switching customers, HP users can still expect some significant upgrades to their older switches even though HP unveiled two new platforms for the data center last week. HP plans to equip the four-year-old 12500 data center core switch with 40G Ethernet before the end of the year.

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'Bigfoot' SDN sightings and Internet of Whats? highlight Cisco survey

IT feeling left out as businesses run roughshod with application rollouts
Submitted by Jim Duffy on Wed, 05/08/13 - 4:16pm.

SDN and "The Internet of Things" are two of the hotter topics in the industry today, thanks to industry coalescence and Cisco marketing, respectively. But Cisco admits that less than half of those who work in IT are even vaguely familiar with "The Internet of Things."

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Cisco's OpenFlow basher jumps to Big Switch

Fantasy is reality for Prashant Gandhi
Submitted by Jim Duffy on Fri, 05/03/13 - 2:56pm.

Here's a jawdropper, and a PR coup for Big Switch: Prashant Gandhi, senior director of the Server Access Virtualization Technology Group at Cisco - he of the "OpenFlow is a fantasy" rant at a March tech blogger meeting - has jumped to OpenFlow crusader Big Switch Networks. Gandhi will run product strategy and development there.

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Cisco enterprise boss reports on programmability

Catalyst 3850 in an academic OpenFlow exercise; its chip on the Cat 4K later this year; and why we're more like Juniper
Submitted by Jim Duffy on Wed, 05/01/13 - 2:59pm.

The Catalyst 3850 switch with Cisco's programmable Unified Access Data Plane (UADP) ASIC and Cisco ONE APIs is in early adopter OpenFlow deployments with academia, reports Rob Soderbery, senior vice president and general manager of Cisco's Enterprise Networking Group.

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SDN market about to explode

Could be 10 times previous forecasts, according to researchers
Submitted by Jim Duffy on Thu, 04/25/13 - 6:31pm.

The software-defined networking (SDN) market is expected to surpass $35 billion in the next five years, far higher than previously reported, according to research by start-up vendor Plexxi, website SDNCentral and venture capital firm Lightspeed Venture Partners.

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Cisco nemesis Huawei retreating from the U.S.

After bashing from Congress, execs say company lost focus and interest; enterprise lives on in U.S. though
Submitted by Jim Duffy on Tue, 04/23/13 - 4:55pm.

Huawei has retreated from the U.S. market after taking a beating from Congress on security issues with Chinese tech companies, according to this post in sister pub PC World.

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Run from Daylight

Dell went to OMG for SDN standards work after considering Cisco, IBM's Project Daylight, the precursor to OpenDaylight
Submitted by Jim Duffy on Wed, 04/17/13 - 3:03pm.

Once word started to spread among the vendor community about Cisco and IBM's Project Daylight SDN initiative -- the precursor to the Linux Foundation's OpenDaylight project -- Dell decided to initiate its own SDN standards effort within the Object Management Group.

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Cisco, IBM on the defensive with OpenDaylight

Marginalizing OpenFlow might shift the SDN conversation from network commodity to service and support
Submitted by Jim Duffy on Wed, 04/10/13 - 6:18pm.

You know, the more you consider the strategic importance of the OpenDaylight project to the vendors involved, the more it becomes apparent: Daylight is defensively strategic to those who seek to marginalize the impact of SDNs in general, and of OpenFlow in particular.

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Cisco sees big plans for Big Data

Survey finds it becoming a strategic IT priority over next five years
Submitted by Jim Duffy on Sat, 03/30/13 - 11:43am.

Two-thirds of IT managers recently surveyed by Cisco believe Big Data will be a strategic priority for their companies over the next five years. Sixty percent said they believe Big Data can help improve decision making and global competitiveness.

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Juniper losing its enterprise mojo

Do Cisco rival's recent results, maneuvers and reported moves show a business unraveling?
Submitted by Jim Duffy on Tue, 03/26/13 - 4:46pm.

Is Juniper's enterprise strategy unraveling? Enterprise accounts for 35% of the company's business but consider these recent, or recently reported, developments:

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Cisco, others see run on data center switches

But software centrism, competition prompts a stock downgrade just after Juniper's
Submitted by Jim Duffy on Thu, 03/21/13 - 10:08am.

Data center Ethernet switch revenues exceeded $2 billion in the fourth quarter of 2012, putting this market on an $8 billion annual run-rate, according to Crehan Research. Calendar 2012 revenue growth "far exceeded" that of 2011, the firm states, helped by a slowdown in the decline of chassis/modular Ethernet switch shipments and increasing adoption of 10G Ethernet switches.

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Downgrade on Cisco rival shows warts

Goldman Sachs says "sell" Juniper stock based on routing, switching and security challenges
Submitted by Jim Duffy on Tue, 03/19/13 - 8:51pm.

Goldman Sachs' downgrading of Juniper's stock this week indicates the myriad challenges facing the company in all of its key markets. The investment firm downgraded Juniper to a Sell from Neutral and lowered its price to $17 from $21 based on concerns in three of its major markets: service provider routing, enterprise and data center switching, and security.

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Silicon photonics "disruptive," Cisco says

Chip technology will enable 400G, Terabit Ethernet
Submitted by Jim Duffy on Fri, 03/15/13 - 11:41am.

Everyone is talking about how disruptive SDNs will be. Cisco, however, says SDNs are a "limiting vision" and that the broader picture - and impact - will be in network programmability and orchestration.

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SIP pioneer Rosenberg returns to Cisco

Not feeling a fit at Skype after the Microsoft buy, he's now heading up cloud collaboration
Submitted by Jim Duffy on Tue, 03/12/13 - 2:32pm.

Jonathan Rosenberg has left Skype as chief technology strategist and returned to Cisco to help the company better compete against video and collaboration start-ups and consumer-oriented businesses that threaten its opportunities in those markets. Rosenberg, a pioneer is the development of the SIP protocol, left Cisco in 2009 as a Cisco Fellow in the Voice Technology Group.

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CEO of Cisco competitor talking FUD

Did Brocade's Carney help create QFabric 10 years ago?
Submitted by Jim Duffy on Thu, 03/07/13 - 3:03pm.

This post is not as much about Cisco as it is about two of Cisco competitors - and some curious comments recently made by one competitor's recently installed CEO.

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Cisco targeted by another patent troll

VirnetX seeking $258 million from alleged VPN infringement
Submitted by Jim Duffy on Tue, 03/05/13 - 11:25am.

Another patent enforcement company is coming after Cisco. VirnetX Holding Corp. is seeking $258 million from Cisco for allegedly infringing VPN patents, according to this Bloomberg report.

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Cisco looking to make things right with West Virginia

Offers to "take back" routers at center of contract controversy, extend warranties free-of-charge
Submitted by Jim Duffy on Fri, 03/01/13 - 12:12pm.

Cisco has offered to "take back" routers it sold to West Virginia if the state finds they are inappropriate for its needs, according to this post on wvgazette.com.

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