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Andrew Schmitt » Comments » CSCO

  • How 100 Gigabit Ethernet Markets Will Differ from 10  [View article]
    "... any new fixed-function chip like an ASIC or ASSP will increasingly need multiple vendors over which it can recover nonrecurring development costs, which was not true five years ago."

    And the problem is that Cisco is 60-70% of the market, they use ASICs, and will always use ASICs for high volume applications so long as they are 60-70% of the market.
    Jan 07 10:41 am |Rating: +1 -1 |Link to Comment
  • Ciena Corp: No Longer A Value Play [View article]
    Guys, at least get the proper spelling of Ciena right in the title.
    Sep 23 09:47 am |Rating: 0 -1 |Link to Comment
  • Cisco CEO Chambers Sees 'Short Term' Weakness - How Does He Know? [View article]
    Chambers met with Bernanke 2 weeks ago. Source: todays WSJ.
    Feb 07 10:50 am |Rating: 0 0 |Link to Comment
  • Still Time to Pull the Switch On Telecom Equipment? [View article]
    Where did you get the graph data? Something is wacky since the bubble isn't showing up there.
    Aug 15 10:39 am |Rating: 0 0 |Link to Comment
  • Reading Between the Lines To Spot the Next Cisco [View article]
    I'd like to read the paper Yishai but cannot find it. Please post a link or contact me through the contact form on my site.

    nyquistcapital.com
    May 11 14:07 pm |Rating: 0 0 |Link to Comment
  • Reading Between the Lines To Spot the Next Cisco [View article]
    Nice article.

    The answer is pretty simple. The inventory is still there, it just isn't at Cisco. It's sitting on the supplier shelves as they now have to stock buffer inventory so their customers can have lean inventory. Worse yet, it is sitting on a distributor shelf and the supplier is paying points for it.
    May 10 19:58 pm |Rating: 0 0 |Link to Comment
  • BT Group: Reversing a Victorian Tradition [View article]
    Who is BT using for their Softswitch vendor?
    Mar 07 17:18 pm |Rating: 0 0 |Link to Comment
  • BT Group: Reversing a Victorian Tradition [View article]
    I judge a company based on where they derive their revenue, not announced products that may indicate a hopeful direction but have yet to gain real traction. Sonus sells gateways. That's their big business. I think the gateway business is going away. When it does, SBC vendors will still be there. Gateway vendors will not.

    When Sonus starts selling large quantities of other equipment I'll change my mind. Until then I'll stand by my assertions.

    Please name one carrier using Sonus as a true SBC, providing transcoding and security at the NNI.
    Feb 28 15:23 pm |Rating: 0 0 |Link to Comment
  • The Future of Network Processing Units Doesn't Look Too Rosy [View article]
    No. No position in LNOP today or at any time before.
    Jan 02 19:21 pm |Rating: 0 0 |Link to Comment
  • The End of Telecom As We Know It and I Feel Fine [View article]
    If you have it all figured out why waste your time talking to us?
    Oct 12 17:48 pm |Rating: 0 0 |Link to Comment
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