Cisco: Where We’re Going (Part 3of3)
Dec19

Cisco: Where We’re Going (Part 3of3)

SAN JOSE: Looking to recapture its glory days of consistent double-digit growth, 30-year-old Cisco Systems, networking’s 800-pound gorilla, is currently stuck in commodity hell, suffering the outrageous slings and arrows that have beset two of the computer industry’s four pillars – compute and storage. Fortunately, the fourth pillar – software – has proven more resilient than the hardware, and as we learned at last...

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Cisco: Where We Are (Part 2of3)
Dec17

Cisco: Where We Are (Part 2of3)

SAN JOSE: The IT industry has weathered a lot of changes over the last 30 years, many of them either pioneered – or at least cashed in on – by Cisco Systems, including switches, routers and converged systems. The history of Cisco is market transitions, Chairman and CEO John Chambers told a group of journalists and analysts during a three-day Cisco-thon. “We see around corners… we see the things 3, 5, 10 years ahead of the...

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Cisco: Where We Are (Part 1of3)
Dec16

Cisco: Where We Are (Part 1of3)

SAN JOSE: Celebrating its 30th anniversary – featuring music from the ’80s and birthday cupcakes – Cisco Systems also hosted journalists and analysts for a three-day deep dive on who they are today, where they came from, and where they intend to go, including a significant extension of their analytics capabilities. Ultimately the customers will decide if their bread-and-butter switching and routing business will continue to fuel...

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CA: Life After (And/Or With) The Mainframe
Nov21

CA: Life After (And/Or With) The Mainframe

CA Technologies continues to struggle to transition from its legacy mainframe past – and the business segment delivering most of its margins – to the emerging application economy powered by such new(ish) technologies as cloud, analytics, mobile and the not-so-new-but-becoming-more-significant security (CAMS). For its latest quarter, 2QFY15, revenues ($1.08 billion), non-GAAP EPS and cash flow were all down, although Enterprise...

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IBM… Enterprise Computing and the Enterprise of Computing

Like most major IT vendors, IBM invites industry analysts to annual summits that detail its current state and how it has progressed over the past calendar year. But while there were many similarities between the Analyst Insights event IBM’s Software Group (SWG) hosted last week and those from previous years, there were also profound differences, particularly in how financial and business strategy issues were addressed. That isn’t to...

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