Industry watchers like me have long wondered when Cisco will transform itself into a full-line IT infrastructure vendor. This strategy was tipped in 2009 as Cisco barged into the server market with UCS. But one leg of the stool is still missing: Storage remains the province of Cisco partners like EMC and NetApp. The Rack Endgame I recently wrote about “The Rack Endgame”, a … [Read more...] about Cisco’s Trojan Horse
EMC made quite a few announcements today at their "Redefine Possible" event in London. There's a lot of coverage out there already, so I decided to present a summary of the whole thing in "too long; didn't read" (TL;DR) fashion. Note that this isn't an attempt to list everything from the event but rather to pull out what I found to be important. And check out "Stephen's Stance" … [Read more...] about EMC Redefine Possible (TL;DR Edition)
Cisco made a massive strategic blunder in the last decade, aggressively moving into consumer devices rather than focusing on their core enterprise and service provider markets. It seems that Cisco is now in the process of rectifying this mistake, but charting a path to growth is an entirely different matter! Cisco's Consumer Blunder Cisco is not HP, Dell, or IBM. Cisco is … [Read more...] about How Will Cisco Recover From The Consumer Strategy Blunder?
Yesterday, I posted about the numerous companies that have been acquired after presenting at Tech Field Day. An obvious follow on question relates to the number of delegates to have "graduated" to go work for a vendor in their field. So I put together this follow-up, saluting these Field Day alumni. Contrary to popular belief, vendors aren't out there scouring Tech Field Day … [Read more...] about Where Are They Now? A Tech Field Day Delegate Retrospective