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Regular Joe 12/4/2012 | 10:45:43 PM
re: Cisco's Ullal Talks Optical Future Ullal draws a distinction between those areas where Cisco aims to be number one and those where it still needs to complete its portfolio. "Do we want to be number one or number two in the metro, next-generation Sonet space? Absolutely. We think we're already there."
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She must be sniffing the nitrous oxide from those high powered automobile engines they have up there in Cisco's development labs...
bitdropper 12/4/2012 | 10:45:42 PM
re: Cisco's Ullal Talks Optical Future Why would they name a nimble little metro small block after the biggest performance engine GM every built? :)
cyber_techy 12/4/2012 | 10:45:40 PM
re: Cisco's Ullal Talks Optical Future LR> In 2000, Ullal went on a nine-month sabbatical.

Does this sabbatical come under FMLA?
iprsvp 12/4/2012 | 10:45:39 PM
re: Cisco's Ullal Talks Optical Future
She knows exactly what the world is looking for!
Now I know why CISCO is so strong.!

"Do we want to be number one or number two in the metro, next-generation Sonet space? Absolutely. We think we're already there. Do we want to be number one or two in the metro DWDM space? Absolutely. There the definition is changing from pure point products to multiservice DWDM products.

"Do I think we can be number one in the long-haul anytime soon? No. Given the condition of the market right now, we'd rather be number one or two in the hot new markets, such as the metro product areas. In the long haul, it is less about being number one or two and more about completing our portfolio"
Regular Joe 12/4/2012 | 10:45:37 PM
re: Cisco's Ullal Talks Optical Future Because they say the right things to the press?

Because their executives are out of touch with the markets they claim to be leading?

What exactly about Ms. Ullal's statements led you to believe that they wer in fact strong in any market other than routing?
tsunami 12/4/2012 | 10:45:35 PM
re: Cisco's Ullal Talks Optical Future "She knows exactly what the world is looking for!
Now I know why CISCO is so strong.!"

Do you get paid by Cisco to post such drivel -sounds like pure PR.
gumbydammit 12/4/2012 | 10:45:27 PM
re: Cisco's Ullal Talks Optical Future
Joe, go back to drinking your Nortel java, or would you care to explain how the 15454 doesn't *really* have any market share? Its all in dreamland, right?

Hey any good PR is *great* PR nowadays. I hope Jayshree does exactly the same thing in the optical space for CSCO, thats what they need.

Could $21B in cash help change your mind? :-)

/gd.
Regular Joe 12/4/2012 | 10:45:24 PM
re: Cisco's Ullal Talks Optical Future By virtue of the fact that you refer to the 15454 as a "switch" leads me to believe that you don't understand "the facts"as you term them, optical equipment in general, or the metro market either.

Based on that I am assuming that you must be a Cisco ONS sales person.
Regular Joe 12/4/2012 | 10:45:24 PM
re: Cisco's Ullal Talks Optical Future So where exactly does the 15454 have market share?

How many network elements have they sold?

I don't drink coffee, can't stand Nortel, and hope your Cisco options aren't too far underwater.

So will John Chambers give you some of that $21 billion since your stock is worthless?
iprsvp 12/4/2012 | 10:45:24 PM
re: Cisco's Ullal Talks Optical Future The good thing about her statement was
1. She understands the fact that ULH is nothing in the short term.
2. CSCO has all the time in the world just to make their product portfolio complete.
3. Metro is the "core" of today's market.
4. Of course cerent switch rocks where ever it goes. no ? about it!

How many other players understand these facts.!
Not NT, not CORV, not SCMR, not CIEN, not siemens, not movaz and the list goes on...
( Of course cien did two really cool moves in the last few days. ONIS and equip. )
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