Yesterday I was reading about Cisco’s fourth quarter earnings results, as you do when you are bored and waiting for the next episode of EastEnders to start—well, we all have to take a rest from SDN goodness every now and then. Now, this was interesting for two reasons. It was the last quarter under the leadership of big bad John Chambers and the first announced by new head honcho Chuck Robbins (sounds like a cross between a cage fighter and a liberal comedian). Firstly, congratulations are in order on the results—Cisco exceeded analysts’ predictions of $12.6 billion in revenue, with $12.8 billion and a per-share profit of 59 cents, up almost 4% over the previous year, and an overall year-over-year increase of 4%. Continue reading Another Missile Fired in the Cisco vs. VMware SDN War
Cloud computing is starting to come of age. It has fundamentally altered the IT landscape, dramatically boosting IT agility while lowering costs. What started out as a side project for companies like VMware has led to the proliferation of cloud providers and stacks from IaaS providers based on OpenStack, PaaS providers like Cloud Foundry, and SaaS providers like Dropbox and Salesforce.
There has been a rumor flying around the twitterverse and other social media outlets that Cisco is about to announce that it is buying Nutanix. This rumor started circulating when a report from a Portland-based equity research firm was released, opining that as a last post, John Chambers was going to buy Nutanix. Now, as good a story as this is, it is a story, as the analyst quotes no sources. He is, however, quite bullish about the possibility and argues confidently that an announcement will be made as soon as the .NEXT Conference in June.
Today, Atlantis Computing moves into the hardware market with a new hyperconverged solution, HyperScale. HyperScale is based on the company’s flagship product, USX. Technically, this solution is not a revolution, but it is an evolution on Atlantis Computing’s part. This is the first time it has delivered an end-to-end bespoke solution that tightly couples certified hardware with its flagship USX product. More to the point, unlike most new entrants into this space, Atlantis has entered straight in with a full product set, multiple-hypervisor support, and three OEM deals. This is in addition to its own Supermicro-based in-house appliance. What’s more, HyperScale has a starting price that does not set your teeth on edge.
On November 24, 2014, SimpliVity announced the general availability of its Cisco-certified solution, SimpliVity OmniStack. Fully integrated with Cisco UCS, this product is based on the C240 M3 model. Since the latter’s launch in August of this year, the hyperconverged infrastructure solution has, according to the press release, “realized tremendous global market demand, with rapid channel partner adoption and pre-orders to help customers drastically transform their data centers.”
In its October 2014 quarterly earnings statement, EMC2 announced that it was taking VCE under direct control and moving it under the umbrella of its federated companies by buying back a significant proportion of Cisco’s share in the company, leaving Cisco with only 10%. Cisco also announced the same. Continue reading Cisco: Post-VCE, Is It a Wounded Bear?