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Optical/IP

Cisco's Billion Dollar Plays

SANTA CLARA, Calif. -- John Chambers, president and CEO of Cisco Systems Inc. (Nasdaq: CSCO) broke out the revenue potential and timing of six key technology markets that Cisco believes will drive future growth, during his morning keynote at the company’s worldwide analyst conference here in rainy Santa Clara.

The technology areas that Cisco expects to attain $1 billion markets, in order of current size, are:

  • Security
  • Networked homes
  • IP telephony
  • Optical networking
  • Wireless LANs
  • Storage
Chambers said Cisco’s goal in each of these new technology markets is to get to $1 billion in revenue within five to seven years from when it entered the market, and that Cisco is headed for that goal with each of these technologies.

“At the present time all of them are headed in the right direction, but if we hit half of them that’s a pretty good job."

The Cisco CEO stressed that Cisco as a company aims to practice what he preaches about IT productivity. Cisco’s internal focus was on increasing productivity in terms of both revenue per employee and customer satisfaction.

Chambers said customer satisfaction is one of Cisco’s key metrics, which it uses to rank each employee in the company. He cited a survey from Heavy Reading, Light Reading’s market research division, that indicates that Cisco ranked No. 1 among equipment vendors in the eyes of most carrier employees, emphasizing the need for Cisco to execute on service providers’ positive perception of his company (see Cisco Winning Market Perception War).

[Ed. note: The Heavy Reading 2003 Telecom Equipment Market Perception Study examines the market perceptions of over 700 service provider employees around the world.]

In a Q&A session, Chambers also addressed a print advertising campaign that Juniper Networks Inc. (Nasdaq: JNPR), Cisco’s largest competitor in the router market, is running in the Wall Street Journal. (The campaign, which uses cartoons to disparage Cisco, also may be viewed on Juniper's Website.)

“These cartoon ads have grown increasingly disparaging,” one audience member said. “This is some serious trash talking."

“In terms of how we deal with competition [Cisco] likes to play with class and… talk about what we’re doing, and about the positives within the company,” responded the CEO. “As a coach you don’t let your players make a lot of negative comments about the opposition because they get fired up enough as it is.

"[The Juniper campaign] surprised me because Juniper usually plays with a lot of class, and we are seeing some different behavior from them. Will we follow similar approaches? Absolutely not!”

In response to another question, Chambers said that Cisco’s strategy in selling IP telephony revolves around selling it as an entire network.

“I think the decision [about IP telephony] is already done. The question is whether they will do it with a single network. It has to do with where are you in making pinpoint decisions or network decisions, or network-to-network decisions."

Refining a long-running sales theme, Chambers stressed that, as always, the heart of Cisco’s message is that it can increase productivity with new network technologies.

Increased productivity has a “one-to-one correlation” with capital spending in the IT sector, he said, and continued growth in productivity will drive more capital spending, which in turn will create new jobs.

“We expect our customers to see their business improve, then they’ll spend on capex. Then they’ll watch that for a while, then we’ll see jobs.

“The reason I’m optimistic about not just the next year, but the next decade is productivity and the leverage you get from it. At 5 percent GDP growth, which I think is possible, you can double productivity every 14 years.”

— R. Scott Raynovich, US Editor, Light Reading

ethel the frog 12/4/2012 | 11:10:34 PM
re: Cisco's Billion Dollar Plays To get $1Bn a year in optical reveune they would need to buy a large incumbent supplier - how about Lucent or Alcatel?
jim_smith 12/4/2012 | 11:10:44 PM
re: Cisco's Billion Dollar Plays Of the six plays, only IP telephony seems lucrative to me. Security is small. Incumbents in Optical and Storage will give Cisco stiff competition. Networked homes & wireless LANs have razor thin margins.

On a related topic: How long can Cisco maintain its huge profit margins on switches & routers?

Service providers are in terrible pain - their profit margins are plummetting. Sooner or later Cisco is going to feel the pain.

Having said all this, I am totally amazed how Cisco keeps pulling off the "1 cent above earnings" stunt... just amazing!
BobbyMax 12/4/2012 | 11:10:51 PM
re: Cisco's Billion Dollar Plays First of all it should be pointed out that Cisco is not very honest in describing its product. Unlike traditional companies like Lucent, Nortel and others, it does not have bative talent. Everything is acquired. It does not participate in performance evaluation of its products. More often than not, it does not have any data to backup the reliability and performance of its products. It has spent an enormous sums of money at the trade shows to have the largest display booths and entertainment. This money eventually gets charged to customers. Cisco also buys outdated products and sells it as the next generation products.

A large number of its top management people come from a very small company of 15 people which it acquired. Effectively Cisco does not have an independent Board. The SEC does not ascertain the independence of the board members.

Ciosco does not treat its competitors with respect and diginity. Unfortunately the high=tech industry does not have an equivalent of Consumer Report.

Cisco does not and did not have any expertise in the telecommunications technology, but it has declared itself as a prime telecom company. The US companies do not have smart buyers so the vendor that pesters the vendors makes the sale.

Currently HuaWei is the only viable competition Cisco faces. To eliminate competition, Cisco filed a frivolous law suite against HuaWei and effectivly stopping HuaWei from selling in North America. Since these law suites are not publicized all over the country, many fellow American citizens are not aware of the activities of Cisco.
andropat 12/4/2012 | 11:10:51 PM
re: Cisco's Billion Dollar Plays you didnt have to say procket. i could tell in your comments you were referring to procket and some of its past employees. get a life pal.
optical_man 12/4/2012 | 11:10:54 PM
re: Cisco's Billion Dollar Plays "Gotta love Cisco they get carriers hooked on their reselling juice (carriers/ISPs make a lof of $$$ of of reselling 2600s, Catalysts etc.) and then when it comes time to upgrade their Core they are stuck with the Gorilla"

yukon,
come on. Cisco in the core? What are you smoking. You aren't anywhere near the core of the RBOC's. You must be selling edge services/devices. Cisco isn't in the core.
Cisco wants to be in the core, but haven't yet figured out how. Someday they will be, just not today. The BOC's aren't stupid. Won't let 'em in until they figure out the game. (the game means many, many things, not just politics, but technology, 20 year business cases (that's one Cisco hasn't mastered yet, all their business cases are 2-3 years) etc)

On a separate, but similar note, all of the folks on LR that I see beating on the BOC's need to realize that the BOC's will come back to life, and will buy our equipment to make their networks work/customers happy.
You keep beating on the obvious survivors of the downturn, and you're gonna get bitten in the butt (some of you to the point of bankruptcy....these guys are M.S.'s, MBA, PhD.s etc. they ain't dumb)
lightreceding 12/4/2012 | 11:10:55 PM
re: Cisco's Billion Dollar Plays Chambers has to get a new sales gig and get off the tired old productivity trip. Cisco should know all about productivity, after all they have thousands of working using computers to pretty up powerpoint slides for countless internal meetings to discuss how their cross-functional teams are going to add value to the sales process. Too bad that it is really such a waste of effort, all those pretty slides but no real work.

Cisco is the technology industries greatest purveyor of FUD. That they should talk about anyone else is shameful. They used their first to market momemtum well, but their products are known to underdeliver.

Not only doesn't Cisco have much going in Optical but what about Security, the PIX is pretty old stuff and as far as I can recall they aren't doing a whole lot else, a bit with VPN, and what else?

And what does Networked homes mean? You sell a little CPE router and a broadband connection and what else? Is Cisco going to build a smart fridge?

They aren't exactly doing awhole lot in the other areas either, Andiamo trying to catch up in Storage, a wireless product that lacks features and is being attacked by commodity products. They do use their own IP phones and which are capable of dropping packets and breaking up, so I guess QoS is still an issue.

Anyway it sounds like Chambers is blowing smoke.
yukon-cornelius 12/4/2012 | 11:10:55 PM
re: Cisco's Billion Dollar Plays Gotta love Cisco they get carriers hooked on their reselling juice (carriers/ISPs make a lof of $$$ of of reselling 2600s, Catalysts etc.) and then when it comes time to upgrade their Core they are stuck with the Gorilla who's been filling their wallet with resell cash and locking them into exclusive partnership agreements...when their network would be better off with Juniper or somebody else's router or multiservice switching-routing platform.

The again it's all about the money in the end so the higher-ups at UUNET, Verizon, AT&T, Level 3 or wherever don't lose sleep at night over whether or not they purchased the best technology - only what brings them the greatest amount of cash. Good Enough + Good Revenue streams beats out Best Technology any day of the week. I hate to admit it but Cisco knows how to play that game pretty d*mn well. Lightreading should have annual "Beta-max" awards for the best technologies/products that flop and never make it.

YC
hiflier 12/4/2012 | 11:10:56 PM
re: Cisco's Billion Dollar Plays John Chambers shouldn't talk so much about the "dealing with Class" with the competition. Cisco has long made is standard sales practice to trash talk the competition when competing. Usually this trash talk is about the prospects for the competitor to survive or planting rumors that Cisco will "buy them out". And Microsoft has no monopoloy on "strongarm" tactics in negotiating with partners either as Cisco is a master of the "buy all your gear from Cisco or else" approach. What is the "Cisco Powered Network" program all about anyway. The DOJ just never got around to taking a look at the Cisco Goons like they did with Microsoft.

The one thing that Cisco almost NEVER does in a sales situation is talk about the superiority of their technology versus the competition as it usually never is.

Deal with class my ass....

But they are the most successful company in the industry so who can argue - just please don't tell me they are classy. The Juniper adds are pretty tame I thought.
mrredback 12/4/2012 | 11:10:57 PM
re: Cisco's Billion Dollar Plays fw23,

You are

1. Trying to get a rise out of people by your
CONSTANT --> BLABBERING. I don't think even
LR folks will claim their SURVEYS --> are
SCIENCE.
2. You were fired by Juniper, or lost a ton of
money on them, hey who didn't lose money on
them.
3. You are just clueless. Hey why give you the
credit for some Andy Kaufmann like stunt, when
you are probably just a moron.
4. FW23 --> BOBBYMAX

Get a life dude!
andropat 12/4/2012 | 11:10:58 PM
re: Cisco's Billion Dollar Plays fw23,

can you please keep your procket-loving, juniper hating ass off these boards. You are making it extremely hard to buy anything from Procket just based on your stupidity.

What in the hell did Juniper do to you? Did you margin a bunch of stock and when it tanked you lost your shirt? This is a technical site not a bashing site. No doubt Tony and some others at Procket will put together a viable solution but to disparage Juniper is just dumb.

Pat
fw23 12/4/2012 | 11:10:58 PM
re: Cisco's Billion Dollar Plays can you please keep your procket-loving, juniper >hating ass off these boards. You are making it >extremely hard to buy anything from Procket just >based on your stupidity.

Hey guy,

I did not say one word about Procket recently
so you can take your juniper-employee/juniper
loving self off to google or somewhere else
that juniper controls.

The rest of us will ignore your insults and
hate-speach and put them down to more juniper
trash-talking just like the cartoons.

Juniper's problem is customer perception as
HEAVY READING proved scientifically. I'm not
their problem.

yukon-cornelius 12/4/2012 | 11:10:58 PM
re: Cisco's Billion Dollar Plays Mr Chambers an Co. (while doing an excellent job of running their business) have for years now confused the measuring sticks and terminology used in our industry.

The most basic obfuscatory mantra is with regard to platform capacity - on two accounts (usable slots and double-counting). Take the Cisco GSR 12416 as a specific example - They call it a "320 Gb" platform, but in reality it only supports 14 slots x 10 Gb/slot or 140 Gb of actual usable interface capacity. They base the 320Gb off of 16 slots x 10 Gb in and 10 Gb out of the 3 fabrics (found in the mid-section of the chassis). In reality you lose 2 slots to the redundant Router Processor control boards.

If you bought a 10 Mb Ethernet service from a provider would you appreciate him patronizingly trying to tell you that it's actually a 20 Mb Service!! Of course not - you're not that stupid. Juniper and other router vendors have followed Cisco in this shady practice.


On another note - anyone have any details on the potential demise/delay of the Cisco HFR? That would seem to be the case from Cisco's annoucement of GSR capacity enhancements yesterday. They may no longer need that boat anchor of a beast.

Happy Hunting,

YC
captain_photon 12/4/2012 | 11:11:00 PM
re: Cisco's Billion Dollar Plays Actually, you know nothing. The 15454 MSTP is an active tranponder system. It uses the same chassis as the 15454 MSPP. You are comparing the 15454 ITU optics with passive filters. From what I understand it is shipping and deployed now. If you kne what you were tlaking about you would know that is it does not support 32 channels in a single chassis. So, there are no heat issues. You can do 32 protected wavelengths in a 1 1/2 racks. How many does Nortel require? (3 1/2). As far as span budgets go, it has the capability to support reginal and metro rings. So with that - I'm done talking about it. I've tested it and know what it can do. Why don't you call a Cisco sales rep for a demo. c-ya
lightingrod 12/4/2012 | 11:11:00 PM
re: Cisco's Billion Dollar Plays You just showed you know nothing. You just compared a SONET box (454) to Nortel DWDM platform.

Ask Cisco what link budget they support with 32 wavelengths in a box. OOPS that's right they can not go as far and have many restrictions when configuring a box this way.

OOps they have thermal problems too and can't operate in certain envrionmetns in a 32 wave lenght setup.

Cisco gets bashed because on paper they look good but in practice all the upgrades and restrcited configurations make deployment more of a headache. Customer like boxes that work they same on paper as they do in real life.
cyber_techy 12/4/2012 | 11:11:01 PM
re: Cisco's Billion Dollar Plays Author: captain_photon Number: 20
Subject: Re: $1b in optical Date: 12/11/2003 10:27:28 AM


Why would they want to buy Corvis? Nobody's buying their crap.
================================================
That's the trick. I've heard stories about carriers not willing to buy from a startup with a boatload of reasons regarding the performance of the equipment.Within one month Cisco bought the startup and suddenly all the carriers objections wither away (with the same equipment that they refused to look at before).

Face it, there is some sort of cult following at carriers especially with the decision making people. It does not matter if the people who actually run the network loathe Cisco and believe me, there are plenty.
captain_photon 12/4/2012 | 11:11:02 PM
re: Cisco's Billion Dollar Plays Waverunner - The 454 is CAN aggregate. And it is SP certified. In addition, a full 32 channel protected system takes up half the space of a 5200.
waverunner 12/4/2012 | 11:11:03 PM
re: Cisco's Billion Dollar Plays captain,

Give me a break, somebody help me here, 454 better than the 5200, that ugly hunk of metal is good for warming up lunches. Cisco just doesn't get it, understand this market first, your Procter and Gambles and Citibanks are not going to get you to a billion in revenue in this space. You have to sell to the Service Providers, that's right "Service" being the takeaway word. This means, who gives a hoot about your bandwidth utilization claims when you can buy a 5200 rack order one product code and it can service ESCON, FICON, 10/100, OC-n, FC...Hey Cisco do you understand problems like stranded bandwidth, provisionig times, truck rolls, I don't think so!

fw23 12/4/2012 | 11:11:03 PM
re: Cisco's Billion Dollar Plays change_is_good,

Is your job at juniper in Scott's trash-talk
department? You seem like the kind of guy
who would be spending all his time bashing
and creating those little cartoons and
bribing search engines while \rome\ is burning.

I've got news for you pal. Its over. You can
only fool people with juniper's sort of trickery
for so long before the truth comes out.

And scott is running out of phony distractions.
Whats next? A big acqusition in the egg timer
business with a big show to cover up the fact
that investors are not seeing profits?

We all remember that big fraud of a cable deal.

Pack it in son. The game is over. Your starting
pitchers have been traded and the organization
is full of minor leaguers. You can bash
me to cover up the obvious, but its just not
going to work where you need it.

HEAVY READING told Juniper what it needs to
do. But Scott isn't listening. He would
rather whine about cisco than do whats necessary
to save the company.

And if you need any more of a hint, the
superbowl is only a couple months away now.

signmeup 12/4/2012 | 11:11:03 PM
re: Cisco's Billion Dollar Plays captain_photon

Perhaps you should change your name to captain_koolaid...

Having extensively tested and at times be a remote systest person for the 15454 MSTP/MSPP/ect. I can most assuredly state that it is NOT the best platform out there. Sure if you compare it against a 10 year old platform from LU or NT, but then again that ain't hard to beat.

It IS a very good box with a particular size of customer in mind. It was never designed to operate in a large scale environment. If you are a small to medium provider/MSO/enterprise then it is a very flexible product.
optical_man 12/4/2012 | 11:11:04 PM
re: Cisco's Billion Dollar Plays BobbyMax,
Christmas must be LOADS of fun and joy around your house.
captain_photon 12/4/2012 | 11:11:04 PM
re: Cisco's Billion Dollar Plays Why would they want to buy Corvis? Nobody's buying their crap.
captain_photon 12/4/2012 | 11:11:04 PM
re: Cisco's Billion Dollar Plays Too many of you speculate about Cisco's optical products. The 15540 & 15530 are great products and sell well in the remote DR/SAN space. The 454 is selling too and they have also added DWDM to the platform. I've seen the 454 MSTP DWDM platform and it's capabilities blow away anything that Nortel, Lucent or Ciens/ONI have in the Metro/Regional space. When's the last time any of you have seen or worked with a 15454 platform? It is still the best MSPP and now MSTP platform available. If you don't know, you'd better ask somebody....

change_is_good 12/4/2012 | 11:11:05 PM
re: Cisco's Billion Dollar Plays fw23: all your base are belong to juniper.

BobbyMax 12/4/2012 | 11:11:06 PM
re: Cisco's Billion Dollar Plays Security
Networked homes
IP telephony
Optical networking
Wireless LANs
Storage

John Chambers has not said anything new that he has not said before. It is the same old dirty trick to talk about the markets and sell its products at three times the regular price. The only reason that Cisco stays in business is that it sells its goods at a high price. All of its products have grown too old and they are NOT NEXT GENERATION PRODUCTS. One of its products, Catalyst, is about 8 years old butCisco keeps selling as the most recent product. It does the same thing with respect to other products.

Mr. Chambers is totally wrong, that the products in the following technology areas: Security, networked homes, IP telephony, Optical networking will yield 6 Billion dollars in revenue by the year 2006. Mr. Chambers must be dreaming. This again is unproven information and he is saying that as a part of marketing propoganda.

Many companies have lost almost 80% of their market valuation from what it used to be. I do not see many companies will have enough profit to buy thhe equipment which Cisco is attempting to promote based on false assumptions. Which companies Cisco is thinking of acquiring.

Juniper has not said anything unusual about Cisco. The compa\nies have the right and responsibility to talk about its competitors products and any other information that needs to be discussed.

Wireless LANs
Storage
fc_nas 12/4/2012 | 11:11:07 PM
re: Cisco's Billion Dollar Plays They stumbled first time in storage, better luck next time.

I would be hardly surprised if they don't show up in storage radar the way things are going on with them. Looks like they will be spending all their meager revenues on R&D and pouring in extra money on pleasing customers. Probably they should stick to what they are good at, creating new technology than attacking storage market and being distant third.
lr_monger 12/4/2012 | 11:11:08 PM
re: Cisco's Billion Dollar Plays Looks like typing "7500" into Google also results in getting Juniper product results. Seems Google at its best, Juniper too.
jeb_knucklehead 12/4/2012 | 11:11:09 PM
re: Cisco's Billion Dollar Plays fw23-

Uh... they may have $1B in cash but who are they going to buy in optical that will have sales like that to ramp them to $1B? I don't think that company exists in optical right now. Cash is only cash. It can buy you lots of pretty things but it can't take the place of hard work and ingenuity. Right now there's no killer optical product, solution, or company that will get them to $1B.

I say good luck.
fiber_r_us 12/4/2012 | 11:11:09 PM
re: Cisco's Billion Dollar Plays Somebody help me! I can't tell if fw23 is a:

1) complete *F*CKING* idiot
2) Bobby Max in disguise
3) A really good troll, making fun of *CORVIS*
routethus 12/4/2012 | 11:11:09 PM
re: Cisco's Billion Dollar Plays aspicer,

snip:
+ I think Cisco made money the old fashioned way.

I respect your right to comment on Juniper's cartoons, but pleeeezzzz, this is no fair maiden you are defending. They are more than big boys over at Cisco, they can take this and much more. They can give it too, even if they don't do it in such a public way.
cyclical 12/4/2012 | 11:11:10 PM
re: Cisco's Billion Dollar Plays another cisco bashing ad from juniper
fiber_r_us 12/4/2012 | 11:11:10 PM
re: Cisco's Billion Dollar Plays The '808 is end-of-life'd... no market/revenue there.

The '540 is moving some product, but the Nortel 5200 dominates here.

They must be counting on the '327 and '454 stuff as well as the 156xx...

I'm sure John would like to see $1B/year here, but... good luck!
aspicer 12/4/2012 | 11:11:10 PM
re: Cisco's Billion Dollar Plays But everyone interested in the cartoons running to Juniper's site ... doesn't make buying decisions for Juniper hardware.

Personally I'd think that anyone with the responsibility to purchase equipment from Juniper or Cisco (or whatever company) wouldn't be impressed by them having to stoop to bashing Cisco with cartoons to gain market share.

I think Cisco made money the old fashioned way. They earned it. So goes with their market share. They are smart to stay out of the cartoon bashing business (anywhere).
fw23 12/4/2012 | 11:11:10 PM
re: Cisco's Billion Dollar Plays Everyone is overlooking the obvious. Cisco has
lots of cash and they could just purchase
a new company with a breakthrough product
ready to ramp up in sales to $1b.

Could it be that they are looking at Corvis?
Its unlikely that Dr. Huber would sell, but
still with their products being LIGHT-years
ahead of the competition, its an interesting
prospect for cisco.

tsat 12/4/2012 | 11:11:11 PM
re: Cisco's Billion Dollar Plays The fact that:

-Someone asked Chambers about it
-Chambers acknowledged it
-His response made it to Dow Jones Business Newswire

only proves the effectiveness of the Juniper campaign.

What do they say in Hollywood? There is no such thing as bad publicity.

I am sure juniper.net is getting thousands of hits right now to check out these cartoons.

-tsat
tsat 12/4/2012 | 11:11:11 PM
re: Cisco's Billion Dollar Plays The fact that:

-Someone asked Chambers about it
-Chambers acknowledged it
-His response made it to Dow Jones Business Newswire

only proves the effectiveness of the Juniper campaign.

What do they say in Hollywood? There is no such thing as bad publicity.

I am sure juniper.net is getting thousands of hits right now to check out these cartoons.

-tsat
lilgatsby 12/4/2012 | 11:11:12 PM
re: Cisco's Billion Dollar Plays I can see their focus on the other 5 areas, and they are strong. But optical is not their cup of tea, aside from the 454. I don't see the 540 or 808 flying out the doors...so where does $1B in "optical" come from???

Curious readers want to know...

lg
fw23 12/4/2012 | 11:11:12 PM
re: Cisco's Billion Dollar Plays >Both vendors do this quite regularly and it is >not limited to sales executives.

I agree. But Cisco is a market leader and
nobody can stop them unless a real company
shows up to challenge them. And the only
way to challenge them is with BRAINS who
used to be at cisco, who know the cisco
strategy, who know how cisco thinks. Cisco
people can beat cisco. Nobody else can.

Juniper, in the early days, had the brains
but Scott left the gate open and the dolphins
all bolted to the NEXT BIG THING as soon as
the pond filled with sharks.

The dolphins learned their lesson though and
when a chain-smoking shark tried to poison the
new pond, the dolphins sent him packing.

I know some of the guys in the cheap seats or
those new to our world <\b> will not
understand. But those IN-THE-KNOW will figure
it out. ;)

fw23 12/4/2012 | 11:11:14 PM
re: Cisco's Billion Dollar Plays
I have to take time out to thank John Chambers
for filling saying enough is enough with regard
to the sleazy campaign that Juniper is running.

You would think that with its perception problems
with customers, as PROVED by SCIENCE by
HEAVY READING----With Juniper not making any
MONEY for investors and with Juniper taking
on more and more debt, that Scott would have
more than enough problems at home to take
care of.

But RATHER than WORKING or INVESTING to build
customer awareness in the market, Juniper is
attacking the market leader. Sorry boys, but
thats a non-starter.

The rust inside of Juniper is finally working
its way through the whitewash. Nobody knows
who they are (THANK YOU again HEAVY READING)
and I still wonder about trickery in their
books.

I know I'm going to get attacked by the juniper
employees for telling the TRUTH like this, but
I think most of the better informed people
on this board can see through their
self-interested attacks.

So all you lunk-heads in the peanut gallery
can talk about bases all you want. Just as
with Juniper's trash-talk campaign, its going
to get you and them nowhere.

IP Observer 12/4/2012 | 11:11:14 PM
re: Cisco's Billion Dollar Plays Who is Cisco trying to kid? Their tactics when it comes to not playing by the rules are legendary. In fact, the behavior from Juniper is behavior they learned from Cisco. Both Cisco and Juniper use unthetical tactics. It is one thing to spread FUD it is quite another to outright lie. Both vendors do this quite regularly and it is not limited to sales executives.
deweyduck 12/5/2012 | 1:26:43 AM
re: Cisco's Billion Dollar Plays Is this 'play' big engough? This is the begining of the avalanche we will see to VoIP

Boeing Picks Cisco for IP Telephony

Cisco Systems said Boeing has selected it to provide Internet Protocol telephony technology for a massive VoIP deployment across the aerospace and defense contractor's worldwide communications network. The deal will include 180,000 Cisco IP phones and 125 switches....Boeing will roll out Cisco's Internet Protocol (IP) phones across its worldwide operations, which employ over 150,000 people in 48 states and 70 countries, Cisco says. Because calls made using VoIP (voice over Internet protocol) technology are carried over data networks, they are cheaper than traditional phone services, which require a single dedicated line for each call.

http://www.newsfactor.com/stor... phony&story_id=25857
Balet 12/5/2012 | 1:26:48 AM
re: Cisco's Billion Dollar Plays signmeaup wrote:

...Having extensively tested and at times be a remote systest person for the 15454 MSTP/MSPP/ect. I can most assuredly state that it is NOT the best platform out there. Sure if you compare it against a 10 year old platform from LU or NT, but then again that ain't hard to beat...

Could you please point me to any novel platforms fro LU or NT that are competitive in performance to Cisco 15454?
It looks like both Lu and NT don't have any product development folks staying and working on new generations products.
Balet 12/5/2012 | 1:26:48 AM
re: Cisco's Billion Dollar Plays BobbyMax said:

...John Chambers has not said anything new that he has not said before. It is the same old dirty trick to talk about the markets and sell its products at three times the regular price. The only reason that Cisco stays in business is that it sells its goods at a high price...

Please help me out. I 've been always close to the bottom of the food chain in modules and components business. Cisco has always been the toughest price pusher out of all of them, at least in optical area.
Why are they selling so high? What are their margins, 70-80%? Why anyone is buying so overpriced products?
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