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Roundup: Obama’s White House reboot, SoCal’s VC slump and more
VentureBeat —
Here’s the latest pre-inaugural action:
Will Obama “reboot” the White House? — Wired looks at the president-elect’s efforts to become more transparent and responsive through tech, and at the obstacles facing efforts. The conclusion is worth quoting: “Instead of turning WhiteHouse.gov into a governmental synthesis of Facebook and Wikipedia, or running a permanent campaign off the White House email list, Obama’s best shot at rebooting the government is to remember how he got there: making people feel that they were part of the solution and then enabling them to talk to one another and take ...
Are We Surprised Cisco Will Build Cloud Computing Servers to Compete With HP, Dell, et al?
SmoothSpan Blog —
... A fascinating article from the NY Times just hit Techmeme. It’s all about how Cisco is planning to start building servers. To be precise, servers equipped with virtualization software. ...
Stocks in the news: TM, STT, JNJ, IBM, NYT, AMTD, C, COP, PFE ...
BloggingStocks —
Filed under: Earnings reports, Deals, Cisco Systems (CSCO), Pfizer (PFE), Exxon Mobil (XOM), Toyota Motor Corp. (TM), International Business Machines (IBM), Citigroup Inc. (C), Johnson and Johnson (JNJ), New York Times'A' (NYT), Alcoa Inc (AA), Bank of America (BAC), ConocoPhillips (COP), TD AmeriTrade Holding (AMTD)Toyota Motor Corp. (NYSE: TM) on Tuesday named Akio Toyoda, the grandson of Toyota's founder, president of the Japanese automaker. Toyota, once believed to be better immune than U.S. carmakers to the recession has been struggling ...
With Servers, Now Cisco Fights Partners [GigaOM]
GigaOM Network —
... It is nice to see the New York Times and others finally catch up with us and report that Cisco Systems is working on a new kind of server. We first ...
Cisco's Bold Move
Know It All —
So it turns out that talk of bold moves in the recession isn't just talk.
"Industry experts say that Cisco's push into the server market will disrupt that comfortable symbiosis and could cause an all-out war among the tech titans for one another's customers." "This will be the most important and most talked-about product of the year," said Brent Bracelin, a hardware analyst for Pacific Crest Securities. "There will be massive competitive reactions from both I.B.M. and H.P., and we expect this will lead to a new wave of industry ...
Cisco's New Product Push: Low-Margin Servers? (CSCO)
Silicon Alley Insider —
Cisco (CSCO) is under constant pressure to diversify its business away from the "plumbing" of networking equipment. And it's done a pretty good job: In 2004, switches and routers made up 65% of the company's revenue -- by last quarter, the two groups made up only 53% of sales. Now Cisco -- expanding into everything from video conferencing software to consumer stereo equipment in its quest for new revenue streams -- is making a push into the traditionally low-margin business of enterprise-class servers. It's hard to see a lot of upside for Cisco here: While the company's salesforce already has ins with enterprise IT big spenders, ...
Cisco Buying Sun? - Cisco Announces It’s Move Into Server Business
Furrier.org - John Furrier's Personal Blog —
This past October I posted about Cisco getting into servers and compute. I broke the news quietly but only a few handful of insiders got the message (GigaOm reported early in March 2008). Word has been circulating on the street for many months on this announcement and it will sure have an impact on Cisco’s partners. Now it’s been finally ...
Cisco revs up for another mega market
BloggingStocks —
Filed under: Cisco Systems (CSCO), Dell (DELL), Hewlett-Packard (HPQ), International Business Machines (IBM) With close to $40 billion in annual sales, Cisco (Nasdaq: CSCO) really has no choice but to focus on multi-billion dollar market opportunities. And, according to a recent piece in the NYTimes, it looks like the next target is the massive server market (about $50 billion or so). It's a worthy goal. Plus, Cisco has the credibility and distribution muscle to get critical mass. But that's only a piece of the puzzle. After all, Cisco relies heavily on an ecosystem of partnerships. So, by moving ...
Cisco revs up for another mega market
BloggingStocks —
Filed under: Cisco Systems (CSCO), Dell (DELL), Hewlett-Packard (HPQ), International Business Machines (IBM) With close to $40 billion in annual sales, Cisco (Nasdaq: CSCO) really has no choice but to focus on multi-billion dollar market opportunities. And, according to a recent piece in the NYTimes, it looks like the next target is the massive server market (about $50 billion or so). It's a worthy goal. Plus, Cisco has the credibility and distribution muscle to get critical mass. But that's only a piece of the puzzle. After all, Cisco relies heavily on an ecosystem of partnerships. So, by moving ...
Cisco's Cash Hoard Swells With Acquistion Rumors
Bits —
With $30 billion, Cisco Systems likes to point out it has more cash on hand than any other technology company. So why did it just sell $4 billion worth of debt on Monday? Cisco has been rather upfront about plans to make acquisitions. Last week, John Chambers, the chief executive at Cisco, told me the company plans to strike next in the consumer electronics market, bolstering its home networking businesses. In addition, Cisco has gobbled up security, software and hardware companies at a furious pace over the past five years. The vast majority of Cisco’s $30 billion in cash – about $26 billion – remains overseas. That limits Cisco’s flexibility, particularly ...
Here come the data center wars: Cisco vs. HP vs. IBM vs. Dell
Between the Lines —
February 16th, 2009 Here come the data center wars: Cisco vs. HP vs. IBM vs. Dell Posted by Jason Hiner @ 2:00 am Categories: Cisco , Datacenter , Dell , Hewlett-Packard , IBM Tags: ERROR: brand required [TR|ZD|BN] e.g. searchapi.php?brand=TR =document It all began when Mark Hurd took over as CEO at Hewlett-Packard. Hurd, looking for growth opportunities beyond PCs, servers, and printers, kick-started HP’s ProCurve business unit. ProCurve makes LAN, WAN, and wireless gear for powering networks and has long had a solid product line. However, until Hurd’s arrival in 2005, HP wasn’t aggressively pushing ...
And So Begins the Next Mainframe Saga
Bits —
People who purchase data center equipment should pay close attention to Cisco Systems’ new server product. Cisco’s industry-rattling move portends great change for the ways in which hardware and software arrive at businesses. “There is a new architecture being developed that is really revolutionary,” Bob Beauchamp, the chief executive of BMC, told me in a recent interview. “I think that represents a very significant threat to I.B.M. and H.P. who have business model issues associated with a new architecture.” Cisco has yet to specify exactly what it will ship. But my conversations with numerous people familiar with Cisco’s plans peg its new product ...
Fresh Targets Added to 'The Wheel of Cisco'
Bits —
It’s the greatest game to hit Silicon Valley since Pong * : I call it The Wheel of Cisco. With more than $30 billion at its disposal to make acquisitions and its executives promising buys , Cisco Systems has the look and feel of a company ready to shake up the technology market. And guessing what type of company — or for that matter, how many companies — Cisco will purchase has turned into a favorite pastime of local gossips. Nikos Theodosopoulos, a respected networking analyst at UBS, met recently with Cisco’s chief financial officer, Frank Calderoni, and published his take on the company’s next move. “We do not think the company wants to acquire any consumer ...
Cisco Teaches Routers to Act Like Servers
Bits —
Cisco Systems has found a way to accelerate its push into the server market. The company is simply turning many of the millions of routers it has already sold into servers. Typically, a router sits in a data center or communications closest somewhere just pushing around data packets. It’s sort of like a cop that’s being punished with traffic duty. Meanwhile, the servers — the detectives, if you will — are back in the office working on grander things. Well, Cisco has been hammering away on something it calls the Application Extension Platform , or AXP, that it thinks can change this relationship between routers and servers. At its core, the AXP gives software ...
