re: Chambers: Cisco Will Win Tech's Next Elimination Round
I'm not sure why Chambers thinks he competes with IBM, Microsoft, SAP, etc. That's stretching things quite a bit for company that still primarily sells routers and switches. There was a time 6-10 years ago our fairly small-ish mfg company wouldn't consider buying anything but Cisco for routers and switches. For switches, we probably use more Netgear gigabit switches now than Cisco switches, for price reasons. In my view, with exception of very high scale applications I'm not qualified to comment on, switches are a commodity now. We never have failures on these Netgear switches, hold up just like Cisco switches. And we use VLANs and QoS here.
Now routers, we have so few of them we have been staying with Cisco, mainly because the configurations are in Cisco language. Since myself and one other guy maintain them (no support contract in place), we stay with what we know. But we only buy those things once every 6-10 years.
As much as Chambers likes to think Cisco is an exciting and crucial company like early days of internet, they are not anymore. But doesn't mean they won't be around.