Overdesigner, overpriced and no-sustainable market.
I'm no lawyer, however I'd suggest Truelight1 that you would be getting close to the point of receiving a lawsuit for comments like this one, especially in letigeous America.
Demonstrate the courage to come out from behind your pseudonym, if you are going to make such comments.
re: Cisco May Pocket ProcketThis is clearly a stop gap acquisition – as CSCO doesn’t really have a deployable product for the next 18 months – deploying the 128xx would result in a complete $ write-off within month – JNPR will eat Cisco’s lunch and this acquisition positioned as an “asset acquisition” is an admission of where the CRS-1 stands today vis-+á-vis the T-640.
I don't agree. If this is all true, it would be more likely that procket would be used to shore up other areas of the product line where cisco has aging equipment. I think the use of it as a core product by cisco is unlikely. But in other roles (with all the software thrown away), it might be of use.
Everyone is asking what does Cisco see... Certainly, it is neither the customer base nor the employees at $80M. Cisco could give a fraction of that money directly to either the customers or employees, and make more progress.
It must be the intellectual property...
System: The problem is that they would have 3 software platforms Cisco IOS, CSR, and Procket.
40G NPU: Not likely since they just built one with IBM unless they are trying to corner the market on 40G processors.
Switching architecture: Again, not likely because it is hard to reintegrate hardware back into an existing hardware platform.
OS and Protocol Software: Of the above, this is the more likely. This implies that the CSR software is not the long term strategy... Or, a battle could be shaping about which software platform is ported onto new hardware platforms.
Anyway, Cisco only bought the assets.... Who bought the liabilities!?!?!
It reminds me of the Polish accountant who embezzled the liabilities of the company... Maybe, it was the Nortel accountant!!??! ;-)
re: Cisco May Pocket Procket... unless you get to make decisions technical or administrative. Otherwise you have got everything to lose. Do not chase mirrages, wait for the next wave.
re: Cisco May Pocket ProcketI think cisco's aggressive rivals like huawei have eyed on Procket for that they have not opportunity to catch up with cisco's high end router technology after the CRS-1's coming true.
Few in the world can offer 40G and modular OS. No doubt, announcement for CRS-1 in cisco's D-day spoil cisco's competitor's confidence to catch up.
As we know, huawei's hatch of new core router has taken so long the time that it must oemed box from AVICI.
Avici's list in stock market make it hard for huawei to acquire it. Therefore, private-hold Procket is the best choice.
Procket's IPs about 40G and modular OS are just what huawei want.
After learning this, cisco decides to acquire Procket immetiately to protect self.
I think that the leading actor are not just cisco and Procket, certain 3th part must be involved.
re: Cisco May Pocket ProcketIf Cisco is buying Procket, which I doubt, then it's most likely a tactical move intended to prohibit another competitor (Alcatel, NT, etc.) from acquiring them. Cisco did this in the early-to-mid stages of the bubble by acquiring small software companies developing routing code, e.g. GateD.
What would be the compelling reason(s) for a Cisco buyout of Procket?
1. Tactical (see above paragraph) 2. HFR is a toilet
If you can think of any other reasons, then please post them.
re: Cisco May Pocket ProcketThis is purely a defensive buy for Cisco. They saw an opportunity to remove a potential competitor for very little $$$. They will kill the product and offer HFR replacements to those poor customers that were early adopters of Procket.
What remains to be seen is if Cisco uses any of the technology or if they just scrap it in favor of what they already have. My bet is that the 'not invented here' syndrome wins in the end and all that will be left of Procket is a handful of patents and fond memories of the bubble...
re: Cisco May Pocket ProcketWell, I can think of 60 reasons for Cisco to buy Procket. Juniper basically listed them: all the customers who were waiting for HFR and now going with T-640. Those 60 customers will probably acount for about 300-400M in sales over the next 2-3 years. Say what you want about Procket but the fact is, the box works and people are buying it. Cisco needs something people can use right now, as opposed to 18 months from now when CSR 1 is done being tested (best case).
Overdesigner, overpriced and no-sustainable market.
I'm no lawyer, however I'd suggest Truelight1 that you would be getting close to the point of receiving a lawsuit for comments like this one, especially in letigeous America.
Demonstrate the courage to come out from behind your pseudonym, if you are going to make such comments.