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Monday, Nov 19
2012, 5:47 PM
Cisco (CSCO) might try to parlay its acquisition of Meraki and its subscription/cloud-based...
Cisco (CSCO) might try to parlay its acquisition of Meraki and its subscription/cloud-based management software into a broader effort to provide such software for its networking gear and servers, thinks Wunderlich. John Chambers mentioned during last week's earnings call that Cisco wants to grow its recurring revenue streams. Light Reading, meanwhile, thinks Meraki's tech could open the door to more flexible network architectures that don't require dedicated hardware controllers.