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  • Cisco: The Lion King Fights for Data Center Fabric Leadership 0 comments
    Feb 23, 2011 4:36 PM | about stocks: CSCO, HPQ, JNPR
    Lions, as all children and most parents know from watching the Disney movie, have an alpha leader who reigns as long as he is strong enough to fight off the ever-younger competition. I have to put Cisco in that spot.

    HP is coming at Cisco from the bottom up with lower prices on switches, the ubiquitous component found in every data center rack. Cisco is gradually bleeding market share. Competitors smell blood and are circling the once invincible king.

    Meanwhile, Juniper Networks is rolling out qFabric, a data center wiring and communications architecture that is aimed at incumbent Cisco, with a two-page color ad. The pitch is to lower IT operating expenses (op ex).

    I am hearing more from IT executives that status quo at lower prices is not a viable long-term outcome.

    I am drawn to the toast of UK citizens on the passing of a monarch: ”The king is dead. Long live the king [queen]“. King Cisco is certainly not dead yet. And it’s a fact that it’s nigh unto impossible to actually kill off a big IT company. But his reign is far along, and it’s not too early to start thinking and planning for a successor.

    Full story here.

    Themes: data center, IT, enterprise IT Stocks: CSCO, HPQ, JNPR
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