11:40 AM -- The growth
Cisco Systems Inc. (Nasdaq: CSCO) has enjoyed in emerging markets might be slowing down, based on first-quarter numbers in a recent 10-Q filing.
Analysts seem to think Cisco will rebound. If they're wrong, it could be trouble. With weakness in the U.S. enterprise market, Cisco's been riding on its other strengths -- like emerging markets. If those growth vectors stall, Cisco's recent optimism could take a hit.
Many would say that's already happened.
— Craig Matsumoto, West Coast Editor, Light Reading
If there isn't a master plan behind Google's creation of Kubernetes, maybe there ought to be.
Already replaced as CEO, John Chambers is fully detaching as he plans to step down as Cisco chairman, truly ending his time as the face and voice of the company.
The network must be automated. And Light Reading must write about it.
Comcast joins Google in asking for a flexible-rate optical standard, rather than 400G or terabit, but that's easier said than done
Cisco, Juniper and other more traditional Interop speakers might get overshadowed by the forces of virtualization
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