Jeff Wilson - network security analyst at Infonetics Research, provides further details on why Cisco has lost market share in network security:
"Cisco is the revenue-leading vendor overall with 38% of total network security appliances and software in 1Q09 (down 2.8 points from 4Q08); Cisco has held this share position since CY02; they've been a strong leader in this market for a long time now, and the main reason for their strength (their ability to sell the total solution and attach security sales to network infrastructure sales) is also the main reason for the huge decrease in their revenue (a 20% drop) in 1Q09; security sales will come back for Cisco (they noted that security attach rates to routers didn't decrease at all, and their content security revenue actually grew in 1Q09); we expect that by between 3Q09 and 4Q09 they'll be back to 4Q08 levels for security revenue. Juniper and Check Point are second and third with 10.4% and 9.5% respectively. Both felt the pinch in 1Q, but neither felt it as bad as Cisco did."
Related story:
Cisco losing share across the board: analyst
Why do you think Cisco has lost market share in network security?
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Why have they lost share?
Same reason they are losing share in other core areas. Too much focus on other stuff like consumer, videoconferencing, servers and other things they know little about. It causes them to divert resources.
New Cisco Chief Strategy Officer
With the newly appointed Cisco Chief Strategy Officer, Ned Hooper, also in charge of Consumer Products, is there really going to be any room for doubt as to where Cisco's new focus will be?
Sincerely,
Brad Reese
BradReese.Com Cisco Refurbished
Cisco is refocusing
You'll be seeing some announcements from Cisco soon about refocusing on core competencies and centralizing engineer power to focal products and possibly exiting some saturated markets with low revenue.
I certainly hope so
I certainly hope so and very much look forward to seeing the hard working and passionate employees of Cisco getting their Mojo back!
Sincerely,
Brad Reese
BradReese.Com Cisco Refurbished
Maybe because of their
Maybe because of their concept of proprietary products that require disparaging technologies and overlapping products to perform simple security tasks?
Maybe their costs; hardware, maintenance, manpower and TCO?
Cisco for years (1980 thru mid 2000) expounded on the "highly effective" method of "stateful inspection" as a firewall technology while also yelling at the top of their lungs that application security (traffic normalization and protocol anomaly detection) are too slow a technology to put on your network. what they meant was we cannot put this in a router!
What would these numbers look like if the ASA/PIX was not in the mix. Everyone knows network engineers select Cisco security products and not information security practitioners.
Are you saying
Are you saying that Cisco security products have never gotten the respect of information security gurus?
If so, why not?
Sincerely,
Brad Reese
BradReese.Com Cisco Refurbished
Brad is lost
Brad,
You've gotten to the point that you are posting as anonymous to try and spread this idea that you think Cisco is going down.
http://www.networkworld.com/community/node/43620#comment-212895
Pretty bad. Why don't you just curl up into a little ball and go hide in a corner?
Let me see if I understand this right
Let me seek if I understand this right, you've just posted a comment anonymously, however, you're accusing me of posting comments anonymously.
Pretty slick way to get readers to view your comments by saying your anonymous comments were made by me.
As the late Rodney Dangerfield would fondly say:
"Whatever Pal"
Sincerely,
Brad Reese
BradReese.Com Cisco Refurbished
Are you denying that was you?
Are you denying that you posted that? Only you comment on "30 to 50 market adjacencies" because you have no idea what it means.
To highlight another message that I posted so your readers can be aware how truly clueless you are
My response to your continuous use of the term "market adjacency"
---------------
Brad,
Just so you never have to quote or paraphrase this again. You keep talking about Cisco's 30 to 50 market transitions and adjacencies. Do you even know that these are not new products or technologies, but rather just action plans to penetrate markets that we already exist in.
One Example is Mexico 3.0. It's a market we already dominate, and with Mexico being a top 10 Economy by 2025, and top 5 by 2050 (Goldman Sachs). We want to be in that market.
Another example is Healthcare. The Cisco Healthcare effort is focused on: Creating and validating Cisco's overall healthcare strategy and using technology to enable effective, timely collaboration among healthcare professionals and institutions.
Another example is Quality. We have a virtual team devoted to the increase in customer satisfaction as well as the quality of our current products (Software and Hardware).
So please Brad, when you talk about market adjacency and transitions, don't use the 30-to-50 as new products but internal initiatives to expand, create quality and improve Cisco's vision.
Get it straight before you speak up
----------------
Brad Reese Comments
All comments made by myself have the following subtitle:
By Brad Reese on Tue, 07/21/2009 - 5:44am.
As well as the following Signature:
Brad Reese
BradReese.Com Cisco Refurbished
If you don't see both of my identifiers above, then the comment was not made by me.
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Furthermore, are you saying that the following aren't Cisco’s top 30 growth initiatives and adjacent markets?
1. Advertising
2. Brazil/Russia/Saudi Arabia Strategy
3. China 3.0
4. Cisco 3.0
5. Cloud Computing
6. Collaboration/UC/WebEx/TelePresence
7. Commercial Acceleration
8. Consumer
9. Emerging Countries 2.0
10. Globalization
11. Green
12. RIS Routers in Space
13. Managed Services
14. Media Solutions
15. Mexico 3.0
16. Mobility
17. Quality
18. Safety and Security
19. Services
20. Small Business
21. Smart Connected Communities
22. Smart Grid
23. Software / XaaS
24. Solutions
25. Sports/Entertainment
26. Talent
27. Command/Control/Colaboration/Teamwork
28. Video
29. Virtualization Data Center
30. Virtual Healthcare
By the way, Network World readers have known for quite sometime that I'm totally clueless.
I'm just wondering what took you so long to realize it?
Sincerely,
Brad Reese
BradReese.Com Cisco Refurbished
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