re: Who Else Is Exiting Cisco?Ned Hooper, the Darden MBA, is talented guy. But the consumer lob miss puts him in the penalty box. Craig, I am surprised you are not jumping in here.
Thanks for the post, upand2theright. That's pretty much what i was thinking -- in pondering which 'name' executives might not survive this reorg, I had to be drawn to the one whose major initiative stumbled badly. Hooper seems like a sharp guy, but I hear some Cisco observers questioning what he's contributing. I'm not saying he's the source of Cisco's problems; he's just a likely target.
As for the source of Cisco's problems ... I'm not as convinced as others Chambers needs to go. Sorry. I liked his adjacencies strategy, although I agree Cisco went a little too far with it. (Still don't understand Flip, as I've said.) And some of what's going wrong with Cisco -- like the depression in public-sector business -- can't really be blamed on him.
Shrinking margins: Now, that's a problem. It's also inevitable IMHO. You could argue Chambers isn't the guy to lead Cisco into the lower-margin era (or to find new areas that could bring up margins). I'm not ready to say that yet, but hey, I could be proven totally wrong in a year or so.
You don't blame the CEO for the depression in the public-sector - you blame them for not having the vision to deal with that problem. Are you saying cisco is a one-trick pony? Doesn't have the right people to lead them into new markets? Cannot figure out a foray into the camera business (or other consumer devices) hasn't been working long before the analysts? Isn't capable enough to make the tough choices? So, what do you fault JC for? The only reason it won't happen is: who could/would take over?
Well of course you MUST IMHO blame JC lack of vision and leadership.
Or perhaps you are saying it is not his fault because the economy is in the tank/gutter ? Unlike the Public sector the Private sector should operate on performance.
Cisco with JC at the helm has had ample time and opportunity to break out and perform.
Once again I say it is time the market and share holders to start firing CEO's that exhibit a mindset of "freedom from responsibility/accountability".
CISCO obviously bought them off with huge sign-on bonus and incentives. Th ffort is to clalry cripple hurt Junipr.
As a customer tho I would be somewhat distrurbed if on day your selling Juniper and the next week you are selling CISCO as a replacement - lol. Never trust a salesperson as they are only as good as their last sale.
Thanks for the post, upand2theright. That's pretty much what i was thinking -- in pondering which 'name' executives might not survive this reorg, I had to be drawn to the one whose major initiative stumbled badly. Hooper seems like a sharp guy, but I hear some Cisco observers questioning what he's contributing. I'm not saying he's the source of Cisco's problems; he's just a likely target.
As for the source of Cisco's problems ... I'm not as convinced as others Chambers needs to go. Sorry. I liked his adjacencies strategy, although I agree Cisco went a little too far with it. (Still don't understand Flip, as I've said.) And some of what's going wrong with Cisco -- like the depression in public-sector business -- can't really be blamed on him.
Shrinking margins: Now, that's a problem. It's also inevitable IMHO. You could argue Chambers isn't the guy to lead Cisco into the lower-margin era (or to find new areas that could bring up margins). I'm not ready to say that yet, but hey, I could be proven totally wrong in a year or so.
You don't blame the CEO for the depression in the public-sector - you blame them for not having the vision to deal with that problem. Are you saying cisco is a one-trick pony? Doesn't have the right people to lead them into new markets? Cannot figure out a foray into the camera business (or other consumer devices) hasn't been working long before the analysts? Isn't capable enough to make the tough choices? So, what do you fault JC for? The only reason it won't happen is: who could/would take over?
-desi
Craig,
I to do not understand/apprciate the valu of FLIP and why on earth CISCO is invovld in such device.
Well of course you MUST IMHO blame JC lack of vision and leadership.
Or perhaps you are saying it is not his fault because the economy is in the tank/gutter ? Unlike the Public sector the Private sector should operate on performance.
Cisco with JC at the helm has had ample time and opportunity to break out and perform.
Once again I say it is time the market and share holders to start firing CEO's that exhibit a mindset of "freedom from responsibility/accountability".
Does it mean something fishy was happening inside Juniper?
Or else, it does not make sense for high executives, who benefit
from the growth, to jump out of the ship.
CISCO obviously bought them off with huge sign-on bonus and incentives. Th ffort is to clalry cripple hurt Junipr.
As a customer tho I would be somewhat distrurbed if on day your selling Juniper and the next week you are selling CISCO as a replacement - lol. Never trust a salesperson as they are only as good as their last sale.