& cplSiteName &
Comments
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
<<   <   Page 3 / 3
paolo.franzoi
paolo.franzoi
12/5/2012 | 4:58:23 PM
re: Dell to Acquire Force10


sailboat,


Not sure what you mean by "dead". &nbsp;I have friends who show up to work everyday at the F10 office in Petaluma to work on the old Turin product. &nbsp;I have no idea what they are doing (I don't compete with them, so I don't probe around). &nbsp;But they are still in the Building that Turin was in next to the Jack in the Box.


As to what is left of Whiterock and CAC - I have no idea. &nbsp;They were corpses (especially Whiterock) when Turin got them.


seven


&nbsp;

^Eagle^
^Eagle^
12/5/2012 | 4:58:22 PM
re: Dell to Acquire Force10


Seven,


what I mean by "dead" is more like "dead man walking".


I believe it is inevitable that Turin be shut down now that Dell has F10. &nbsp;Only a matter of time.


Dell does not like to do things outside their own business model and plans. &nbsp;So far they hae shown zero interest in service provider infrastructure plays. &nbsp;(note: they do sell a lot of Dell laptops and desktops for service provider staff to use on their desks... they are just not in the transmission / transport sector of the business).


Given Turin's technology, Turin's geographic location (Petaluma), the age of Turin's platforms and Dell's focus on markets that are adjacent to their servers (Data Center switching); I think it is inevitable that Turin will be either shut down completely, or spun out and resold to some private investors (not very likely, but a small possibility), or simply have all the work shipped off to Asia someplace like Cisco did with Cerent (see Cerent Parking lot).


In any of these scenario's Turin is essentially already "dead". &nbsp;Just need someone to pull the trigger. &nbsp;At a minimum, if Dell keeps it, I believe the Petaluma staff will be seriously downsized as Dell ships the Turin stuff off to China, India, Taiwan, Tailand, et al. &nbsp;But I don't believe Dell will keep it. &nbsp;They might keep it on life support for a few quarters to squeeze some money out of ongoing sales. &nbsp;But that would be it. &nbsp;I doubt any new investment in R&amp;D or in upgrading the platform will happen. &nbsp;And more to the point, what tech does Turin have that carriers cannot get from other more robust suppliers? &nbsp;And from the point of shareholder value, how much profit does the Turin division generate on the revenue? &nbsp;My guess is not much. &nbsp;


FYI, while we do not know each other, we met once before. &nbsp;Years ago, I interviewed with you (and several other senior staff) when you were with AFL. &nbsp;I did not get the job, but the interview process and discussions had there during that time were interesting.


all this is of course IMHO.


sailboat

paolo.franzoi
paolo.franzoi
12/5/2012 | 4:58:20 PM
re: Dell to Acquire Force10


sailboat,


I agree with your Turin assessments. &nbsp;I can not imagine Dell keeping that business at all. &nbsp;I can not imagine them even taking the time to outsource the sustaining. &nbsp;It just seems too small, too remote and too much work with a customer segment that does not matter to them.


That is why I suggested potentially Cyan might be the only company that would buy them for pennies on the dollar. &nbsp;They are close in Petaluma and it would give Cyan some new customers to try to migrate to their product. &nbsp;I can't imagine any of the larger players would do it. &nbsp;As I was typing, I was thinking that maybe Calix might be a candidate as well. &nbsp;I know originally the C7 was supposed to be a SONET mux as well, but maybe they would want to suck in that capability to migrate to their new offerings.


seven

^Eagle^
^Eagle^
12/5/2012 | 4:58:20 PM
re: Dell to Acquire Force10


Seven,


Yeah, I thought about Cyan as well. &nbsp;But I figured that Cyan could more easily add features and platforms internally rather then dealing with the legacy designs from Turin / Whiterock / CAC. &nbsp;(I know, mostly Turin stuff)


Considering the cost of absorbing them and any liabilities they have, plus cost of updating the platforms and integrating the technology into Cyan's product line; even if the cost to buy Turin was pennies, I think it would still cost less for Cyan to do it themselves. &nbsp;Not like the Turin stuff will actually save them much, if any, time to market.


Sure, some customers would come with Turin, but the cost to penetrate those accounts organically by Cyan on it's own is not as high as I think the cost of integrating Turin would be.


I can see Calix maybe making a play. &nbsp;maybe. &nbsp;If the BOD would allow Calix to do it. &nbsp;


More likely some small private equity firm would maybe go for it with the thinking that they could wring some profit from the roughly 70M $ run rate that Turin has (read that someplace in these posts). &nbsp;


sailboat

BigBro
BigBro
12/5/2012 | 4:58:18 PM
re: Dell to Acquire Force10


&gt;Yes, I think Quicktime meant that IBM *ought* to buy Arista.


But IBM just bought BNT last year, for a rumored $420MM.


I'm not sure why -- BNT certainly doesn't have a whole lot of IP. They've essentially been flogging chip vendors' reference designs and ancient software that's reached the end of the line, while floundering around for a new software strategy. Remember the "deal" to license JunOS, just a year and a half ago?


http://www.juniper.net/us/en/c...


BNT are now outsourcing their new software development to companies like IP Infusion, which doesn't exactly send the message "software is a core competency around here":


http://www.ipinfusion.com/news...


&nbsp;


&gt; You're not alone thinking a Cisco/Arista pairing would work; someone else mentioned that to me earlier this week.&nbsp; Wouldn't that mean eating crow on the Nuova stuff, though?


Aren't they already eating crow, given that the Nexus 3000 is based on "merchant silicon" from Broadcom? (Cisco used to use the term "merchant silicon" as a derogatory term...)


http://www.marketwatch.com/sto...



&nbsp;


To stir the pot: Dell's new Silicon Valley office will be 50 feet away from Arista's office:


http://www.bizjournals.com/san...





mickrussom
mickrussom
12/5/2012 | 4:58:18 PM
re: Dell to Acquire Force10


About the Force10 side - &nbsp;they are hiring. The banner will be going up shortly. They will be hiring in India and US locations. For engineers and sales, efforts are going to be increasing significantly. With the Cisco layoffs producing a glut of talent it is a good time to hire, and with Dell saving a ton of money not buying Brocade, they plan on using the difference to supercharge the product set to their liking. Its really the best possible outcome.&nbsp;

<<   <   Page 3 / 3


Featured Video
Upcoming Live Events
October 1-2, 2019, New Orleans, Louisiana
October 10, 2019, New York, New York
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
November 14, 2019, Maritim Hotel, Berlin
December 3, 2019, New York, New York
December 3-5, 2019, Vienna, Austria
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events