* Posts by BradReeseCom

5 posts • joined 11 May 2011

Battered Cisco weathers another stormy quarter

BradReeseCom

Cisco's 9-month FY14 revenue plunged only -$1.4 billion year-over-year

Since Q3'FY13, Cisco has spent $4.575 billion total in cash to acquire Insieme Networks, Ubiquisys, JouleX, Composite Software, Sourcefire, WHIPTAIL and Collaborate.Com.

The financial results that John Chambers delivered to Cisco's shareholders for his $4.575 billion investment in acquisitions?

Why Cisco's sales during the 9-months ending Q3'FY14 plunged by only a mere -$1.405 billion year-over-year.

Sincerely,

Brad Reese

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Cisco untroubled by mega-clouds fleeing its proprietary ASIC grip

BradReeseCom

3 doubts about Cisco's application policy infrastructure controller (APIC)

Hi Jack,

Doubt #1

"The new Cisco APIC SDN controller will only work with Cisco equipment."

Doubt #2

"The advanced features on the Cisco Nexus 9000 will only work with the Cisco APIC SDN controller and that won't be ready until mid-2014."

Doubt #3

"The Cisco APIC SDN controller won't even work with the Cisco Nexus 7000 and you need to use the Cisco onePK toolkit with it."

Sincerely,

Brad Reese

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Report says Cisco offloading Linksys

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Cisco dollars pinched by cheap switches, vanishing cameras

BradReeseCom

Cisco’s data center sales sequentially declined during Q3FY11

Hi Timothy,

Cisco’s much ballyhooed data center sales sequentially declined during Q3FY11.

Stunningly in my opinion, sales of the ultimate “phoenix” in Cisco’s new product reporting category – data center sales, sequentially declined by -$41 million during Q3′FY11.

This is noteworthy (again in my opinion), because it’s the first sequential quarterly data center sales decline since Cisco began reporting its new product category, which started with Q1′FY10.

Until Q3′FY11, data center and services had been the only 2 sales categories at Cisco (since it reorganized its sales reporting), to never of had a sequential quarterly sales decline.

Sincerely,

Brad Reese

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Cisco taps ex-Sun chip guru for servers

BradReeseCom

Nice spin job by Cisco at damage control

Hi Timothy,

Nice spin job by Cisco at damage control.

How so?

Well, it's obvious that Cisco's top technical engineers, Mario Mazzola, Prem Jain and Luca Cafiero have REFUSED to report directly to Padmasree Warrior and Pankaj Patel as part of Cisco's new engineering management restructuring.

I mean, Mario Mazzola, Prem Jain and Luca Cafiero are now reporting directly to John Chambers.

Poor David Yen has jumped from the frying pan at Juniper into the fire at Cisco if he's got to report to Padmasree Warrior.

Here's why I consider it obvious:

On May 5, Cisco's Engineering team was organized functionally to drive technology innovation, accountability, and alignment across all five of Cisco's priority areas (1. routing, switching, and services; 2. collaboration; 3. data center virtualization and cloud; 4. video; and 5. architectures for business transformation), and Cisco will no longer have a Development Council (CDO).

Pankaj Patel and Padmasree Warrior will now co-lead Cisco's Engineering organization.

Within Cisco Engineering, a dedicated Emerging Business Group, led by Marthin De Beer, will focus on new and emerging businesses including TelePresence, Emerging Technologies, and Consumer. The Cisco Engineering organization under Patel and Warrior will continue to report to Gary Moore.

Kathy Hill will move into a new leadership role, focused on improving Cisco's product operations and profitability by evolving the way Cisco Engineering and Cisco Customer Value Chain Management (CVCM) work together. In this role, Hill will report directly to Gary Moore. Hill's current team will continue to be part of Engineering.

The changes across Cisco Engineering are effective immediately. The week of May 16th, Cisco Engineering will announce its next level of organizational structure.

Resource allocation and profitability targets will move to the Cisco sales and engineering leadership teams, which will have accountability and direct responsibility for the business results.

Over the next 90 days, Cisco will be announcing adjustments to support functions to align to changes across key functions, including operations, marketing, legal, human resource, finance, along with Council and Board focused roles.

Based on Cisco's updated corporate organizational chart:

bradreese.com/images/cisco-org-restructure-banner.jpg

It's obvious from interpreting the Cisco Reorg Chart above that Cisco technical engineering legends Mario Mazzola, Prem Jain and Luca Cafiero have refused to report to Padmasree Warrior and Pankaj Patel.

Padmasree Warrior and Pankaj Patel co-lead Cisco's Engineering, so if engineers Mario Mazzola, Prem Jain and Luca Cafiero were advising Cisco, they'd be advising Padmasree Warrior and Pankaj Patel, but they're not, they're advising John Chambers.

Sincerely,

Brad Reese

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