The editors here at Network World are sorry to say good-bye to Brad Reese and his popular On Cisco blog. Brad has been a staple here at Cisco Subnet for three years. During that time, he has covered every aspect of the Cisco landscape, never failing to intrigue readers with his often controversial style. But all good things run their course and Brad has decided that it was time to dedicate more time to his business ventures. Read more
Kevin Houston's excellent blog - Blades Made Simple, has generated a fascinating "sparring match" between Cisco and HP data center gurus.
This ongoing "technical duel" is being fueled by the controversial results of The Tolly Group's recent lab test that was commissioned by HP:
Source: The Tolly Group
Even Kevin Tolly has made an appearance within the sparring match:
"I would like to clear up a misconception in some of the postings about the test. The test was not utilizing the uplinks on the HP Virtual Connect for anything but a small amount (less than 100Kbps) of management traffic.
"The test compares intra-chassis communications in the case of HP this traffic is within the c7000 chassis vs. a Cisco UCS (a logical system created by a single blade Chassis+Fabric Extenders (FEX)+Fabric Interconnect)." Read more
Trefis is a new financial platform that lets you see how a company's products impact its stock price.
According to its website:
"Led by MIT engineers and former Wall Street professionals, the Trefis team builds a model for each company's stock price so that in a single snapshot, Trefis can show you the relative importance of products that comprise a company's stock price."
Interestingly for Cisco, the Trefis stock price model shows that cash appears to be Cisco's 4th most valuable product: Read more
More than 2 months ago I blogged about Cisco's widespread and severe component supply shortages and when Cisco released its F2Q10 financial results on February 3rd, it certainly appeared Cisco had been making progress in cutting its product lead times.
However, only 2 days before Cisco released its F2Q10 results, Channel Reseller News reported:
"Cisco partners have complained that severe kit shortages have left them struggling to fulfil orders on time. Lead times on deals – particularly those involving 10 Gbit Ethernet technology such as the new Nexus switches – now stand at as long as five months, partners report. Gary Dobson, sales director at Cisco Premier partner Dynamic Technologies Europe (DTE), said he was quoted a lead time of 24 May on a pre-Christmas order for a government agency deal. He said DTE could lose the contract if the equipment is not on site by 31 March."
As those looming Nexus 5000 shipment deadlines approach, Cisco competitor Extreme Networks is offering channel resellers the opportunity to experience the timely shipment of its competing "Top-of-Rack Switch," the Summit X650.
Back on October 8, 2009, Cisco published again the end-of-sale and end-of life dates for its large installed base of Catalyst 6509 Chassis. Exploiting this formidable opportunity until the end of September 2010, Force10 will sell at a lower price its chassis-based C-Series C300 switch against any new Cisco 6500 Series chassis. Moreover, authorized reseller partners who generate more than $1 million in qualified C300 switch net sales to Force10 will receive an additional 10% cash rebate.
According to Force10, its C300 chassis solution surpasses the density and switching performance of the Cisco Catalyst 6509, supporting 384 line rate GbE ports and 64 line rate 10 GbE ports, in the same footprint as the Cisco Catalyst 4510R.
Force10 C300 Product Matrix:
Naturally, Force10 has HP resellers directly in mind with this promotion, because according to Andrew Stewart - vice president of worldwide channels and sales operations for Force10 Networks: Read more
Amazingly, it appears HP ProCurve is leveraging Cisco's worldwide army of certified engineers to its own advantage.
And how is ProCurve doing that?
Well, ProCurve's pitch appears quite simple:
Since Cisco engineers already have the knowledge needed for networking excellence, ProCurve is leveraging that know-how and expertise by showing Cisco engineers the similarities and differences between Cisco and HP networking products, including product features and configurations as well as areas of interoperability between Cisco and HP equipment when they’re deployed in the same network.
This month, Cisco is celebrating its 20th anniversary as a public company. However simultaneously, Cisco co-founders Len Bosack and Sandy Lerner are being forced to payout millions in an arbitration panel’s award to David C. Soward, following an angry, bitter, lengthy and very quarrelsome business dispute between the 3 former business partners.
Below, you can see that on February 22nd of this week, the U.S. Supreme Court turned away an appeal made by Bosack and Lerner, leaving intact a lower court ruling that upheld an arbitration panel’s award to Soward: Read more
Network research firm, the Dell’Oro Group, reports that Alcatel-Lucent gained almost five percentage points of service provider edge router market share in 2009, reaching 20%, the first time in ten years that a vendor other than Juniper has occupied the No. 2 position.
According to Basil Alwan, president of Alcatel-Lucent’s IP Activities and head of carrier portfolio strategy:
"Dell Oro’s report for 2009 reinforces the market success and momentum that we started back in 2004 and that continues to this day. The service provider edge is where operators define and deliver services for residential, mobile and business customers, making it a key focus for capital investment, despite the tough economic environment throughout 2009. This is the market opportunity that Alcatel-Lucent’s service router portfolio is ideally suited to address, and the reason we’ve taken another five points of market share in the last year."
Network industry research firm - Infonetics, published this week its 2009 4th Quarter Service Provider Routers and Switches Forecast Report, revealing vendor market share standings for the quarter and 2009.
According to Michael Howard - Infonetics co-founder and principal analyst:
"The top two vendors in the service provider router space, Cisco and Juniper, together went from owning 69% of the worldwide router market in 2008 to 59% in 2009, while Alcatel-Lucent, Huawei, and others gained share. Interestingly, smaller player Tellabs pushed past Ericsson in 2009, putting them in the top five for the first time. Tellabs had an especially strong year based on their focus on the mobile sector. All six of the top router vendors posted strong double-digit revenue increases in the fourth quarter, and we expect modest growth in the router segment to continue in 2010 as carriers carry out fixed-mobile convergence strategies for their router networks." Read more
Cisco celebrated its 20th anniversary as a public company this week. And what a ride it's been for Cisco shareholders. For example, in 1999, the average Cisco employee had over $250,000 in stock appreciation. Furthermore, at one point on March 27, 2000, Cisco's stock market capitalization of $569 billion made it the most valuable company on earth. Let's take a quick trip down memory lane... 1990 Read more
|Cisco goes public on February 16, 1990, and is listed as "CSCO" on the NASDAQ (National Association of Securities Dealers Automated Quotations).|
|Cisco's public offering values Cisco at $224 million.|
|Cisco reports revenues of $69 million with 251 employees during FY90.|
|On August 28, 1990, Cisco cofounder Sandy Lerner was fired by Cisco's Chairman who was also its original as well as sole venture capital investor/backer - Don Valentine; upon hearing the news of Sandy's firing, her husband and fellow Cisco cofounder - Len Bosack, resigned to show his support for her. The two later sold all of their Cisco founder's stock passing up what should have made them the wealthiest couple on earth.|
Network performance vendor - Plixer International believes that Cisco's Flexible NetFlow (FNF) is the future of NetFlow technology. Continuing its role as "NetFlow's technology evangelist," Plixer developed the following tutorial on how to setup standard fields in FNF for inclusion in my ever growing collection of Cisco How-To Tutorials.
However, please keep in mind that Plixer is keenly aware I lack any kind of "technical aptitude" whatsoever, and that's why Plixer made a few LEGO Block comparisons along the way in order to help me achieve a better understanding of FNF:
Here are the 4 steps of an FNF configuration:
|1.||Create an FNF 'record' and define the fields you want exported.|
|2.||Create an 'exporter' which tells the router where to send the Netflow 'record'.|
|3.||Create a 'monitor' which tells the router which 'records' to send from which 'exporter'.|
|4.||Apply the 'monitor' to the interfaces you want flows collected from.|
During Cisco's F2Q10 earnings call last week, Cisco CEO John Chambers bragged:
"We're back to record profits."
The next day I blogged about Cisco's F2Q10 accounts receivable issue:
"Year over year (YOY), Cisco's accounts receivable soared by $1.344 billion, an increase that was a whopping $618 million more than Cisco's net sales increase, which was just a mere $726 million."
According to Dual CCIE #18532 R&S/Security - George Morton:
"Over the last 30 days we have seen CCIEs drop their highly coveted certifications at a much greater rate than net new CCIEs.
"61 CCIEs dropped out of Cisco's prestigious certification program during the month of January 2010 alone.
"For further clarification, let's do the math together: Read more
In collaboration with MSNBC.com, Crivella West Incorporated - a knowledge discovery company, digitized, analyzed and arranged this e-mail collection of former Alaska Governor Sarah Palin, First Dude Todd Palin and 7 members of Palin's staff.
In the following internal email dated May 7, 2007 addressed to then Alaska Governor Sarah Palin (email address: email@example.com) and First Dude Todd Palin (email address: firstname.lastname@example.org), Erika Fagerstrom - Executive Residence Manager & Assistant to the First Gentleman Alaska Governor's House, praised the installation of new Cisco IP Phones in the Alaska Governor's Mansion: Read more
So thought I'd loosen up this time and blog about interesting statements made by Chambers.
Racking my brain, I kept thinking about John Chambers and his duck quacking!
How in the heck could I find something as interesting as that to blog about?
Well, I think I've found it.
Interesting statements (at least in my opinion) made by John Chambers during Cisco's earnings call.
Listening to the Cisco earnings conference call over the phone, I thought for sure that the following quotes were very interesting statements made by Chambers, you be the judge on just how interesting they are:
Interesting Statement Number 1: Read more
Source: Cisco Systems
It's my personal opinion, that it's always a "Red Flag" when a company's accounts receivable increases year over year (YOY) at a higher dollar amount than the (YOY) increase in a company's net sales.
So that's why when Cisco reported a F2Q10 accounts receivable (YOY) increase ($1.344 billion) that was a whopping $618 million more than Cisco's (YOY) net sales increase ($726 million), alarm bells began ringing in my mind.
7 Year Comparison of Cisco's 2nd Quarter Financial Numbers (In Millions)
|Cisco 2nd Qtr for the Year||2010||2009||2008||2007||2006||2005||2004|
Increase or (Decrease)
Increase or (Decrease)
|Days sales outstanding
in accounts receivable (DSO)
Tomorrow at 2:00 PM Pacific Time, Cisco will officially announce paying Melissa Hathaway (best known for authoring the Obama White House treatise - Cyberspace Policy Review), to be a senior adviser to its security team.
Hathaway appears to be cashing in on her government contacts.
View the growing laundry list of entities paying Hathaway to be a senior security advisor: Read more
So what happened in the space of a mere few hours? Read more
Scrappy data center networking vendor - Brocade, appears to be offering networking gurus the most valuable cert on earth, the Brocade Certified Network Engineer (BCNE) at $146,250, at least according to the average salary rankings of the 2009 Certification Magazine Salary Survey.
Cashing in on the big bucks further, Brocade can also lay claim to the 3rd most valuable cert - the Brocade Certified SAN Manager (BCSM) at $136,020.
Amazingly, Brocade then follows thru with an even more devastating uppercut knockout punch by claiming the 4th most valuable cert too - the Brocade Certified Fabric Designer (BCFD) at $134,100.
In an unprecedented carnage over the last 2 months, Cisco's worldwide CCIE R&S count has fallen by -110, which might help explain why Cisco’s Cisco Certified Internetwork Expert (CCIE R&S) was only ranked 10th at $120,130.
This month, the Thinking problem management! blog dished out its famous pineapple ratings:
According to the Thinking blog, its pineapple ratings are reliant on the non-scientific scavenging of the Meerkats and the attitude of the cobras. Read more
Brad Reese cofounded BradReese.Com Cisco Refurbished, which enables affordable Cisco networks globally by assuring customer satisfaction with guaranteed one year warranties on both Cisco Repair as well as Refurbished Cisco.
Don't be shy, contact Brad Reese online or call him at 717-707-0704.