Seeking Alpha

Catalina588's  Instablog

Catalina588
Send Message
  • 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
Back To Catalina588's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

  • Peak Technology or Technology Peak? Looking at the tech slump and how to get past it. #techpeak #peaktech http://wp.me/pW6lt-9t $QQQ
    Jul 19, 2013
  • Peak Technology or Technology Peak? Looking at the tech slump and how to get past it. #techpeak #peaktech http://wp.me/pW6lt-9t $XLK
    Jul 19, 2013
More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.