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tsunami 12/4/2012 | 10:45:01 PM
re: Cisco's Ullal Talks Optical Future My comments regarding Cisco not knowing much about their transport purchases apply to Cisco as an entity not to individuals. Cisco is no doubt the top vendor for enterprise networking. However, the company has understood little of telecom. They purchased the following;
Cerent - Good OC-48 success but where's their 10G upgrade?
Qeyton - No market share
Monterrey - Cancelled project
Pipelinks - Little success
Pirelli - No LH market share

So one out of 5 doesn't seem a deep understanding of transport. Their culture of selling to enterprise has not helped them with selling into RBOC telecom and has probably hindered them since you need infinite patience and a willingness to suffer margin problems in the beginning to reap benefits later. Neither of these seems to be Cisco strengths. I'm not bashing them as they've done better at expanding into transport compared to say Lucent or Nortel expanding into enterprise networking. But a deep understanding of telecom - I don't think so.
dodo 12/4/2012 | 10:45:00 PM
re: Cisco's Ullal Talks Optical Future Right on Tsunami

Remember Kevin Kennedy , the Telco veteran who was in charge of the carrier Business Unit. He couldn't make inroads and they dismantled the whole group last year to structure a new one again this year.

Enterprise is only a fragment/segment of the Telecomm industry.
cable_guy 12/4/2012 | 10:44:57 PM
re: Cisco's Ullal Talks Optical Future Its more like 35,000 network elements. And read your reports, a few quarters ago, Cisco was #1 in OC-48 market share ahead of Nortel and everyone else. OC-192 is only a metter of time...
Regular Joe 12/4/2012 | 10:44:54 PM
re: Cisco's Ullal Talks Optical Future Dear Cable Guy,

Anyone can buy a report, only the very gullable believe them.

Even if your mis-information were true and Cisco had sold 35K OC-48 network elements (which they have not) you would still have to add a zero to that and raise the number to 300-350K to match the market share of established metro and long-haul SONET vendors.

So how does having 10% of the market make Cisco a market leader.

How does selling somewhere between 10-20K network elements (my very generous estimate) AT A LOSS demonstrate success in a market?

How long will a company used to seeing 40-60% profit margin on their routers continue to lose money on every sale to justify a bad acquisition?

What do your reports say about that?
LRfan 12/4/2012 | 10:44:44 PM
re: Cisco's Ullal Talks Optical Future tsunami said:
Cerent - Good OC-48 success but where's their 10G upgrade?
Qeyton - No market share
Monterrey - Cancelled project
Pipelinks - Little success
Pirelli - No LH market share
So one out of 5 doesn't seem a deep understanding of transport.
---
Good explanation. Thanks
I think Chambers agrees with you that they have
made missteps getting started.
deepciscothroat 12/4/2012 | 10:44:39 PM
re: Cisco's Ullal Talks Optical Future Ullal is a fast talker and a smart lady. She is also half retired (as is half the other folks cisco has working now). What Light Reading should have asked her is how many layer 1 and layer 2 transport people at a real carrier she has met and is working with
opticaldude 12/4/2012 | 10:43:07 PM
re: Cisco's Ullal Talks Optical Future I agree with you Deep. If the 454 is the savior of the Metro space, look out, because the product is very weak against most of the next gen product coming out now. The 454 is a very combersome product to prevision for ethernet services and the TDM is not Standards based Sonet. Good luck Cisco in being Number 1 in this market. The 454 has had its day and is on the way out of most SP that I know.
BobbyMax 12/4/2012 | 10:25:05 PM
re: Cisco's Ullal Talks Optical Future Ullal is not familiar with the field of opotical networking. How can she talk about optical future, It appears that the propaganda is well and alive at Cisco.

It appears that John Chambers is very short sighted and promotes individuals within the company regardless of their expertise.
rjmcmahon 12/4/2012 | 10:25:02 PM
re: Cisco's Ullal Talks Optical Future It appears that John Chambers is very short sighted and promotes individuals within the company regardless of their expertise.
_____________

From an outside perspective, his moves may reveal a better long term vision than his peers. The 11 person management reorg preceeded the announcements of telco cutting capex budgets by at least 18 months.

India is building and deploying their utility infrastructure *today*. This management change may be an indication that India will deploy a modern optical fiber network before the US.

http://www.powergridindia.com/

It's worth noting that these plans include deploying fiber at the same time.

"The project will support POWERGRID's plans to diversify services through utilizing it's national network of power infrastructure to include telecommunications facilities. Optical fiber ground wire will be installed on the transmission lines as a dual purpose earth wireGÇôan integral part of the power transmission systemGÇôand optical fiber for telecommunication purposes. This design is in line with global trends as a number of power utilities around the world diversify their operations into telecommunications. POWERGRID has recently announced its plan to establish a joint venture with a qualified telecom operator. "
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