Strategic CIO // Executive Insights & Innovation
Commentary
11/15/2013
08:00 AM
Rob Preston
Rob Preston
Commentary
Connect Directly
LinkedIn
Twitter
RSS
E-Mail

Cisco's Chambers: Rival White Box Model 'Fatally Flawed'

In a wide-ranging interview, the Cisco CEO acknowledges an industry battle ahead but insists his company's architectural approach will prevail.

Chambers: 'This is the biggest move we've made and will have the most industry impact.'
Chambers: "This is the biggest move we've made and will have the most industry impact."

Comment  | 
Print  | 
Comments
Newest First  |  Oldest First  |  Threaded View
<<   <   Page 2 / 2
Tom Murphy
50%
50%
Tom Murphy,
User Rank: Author
11/15/2013 | 4:25:13 PM
Re: Don't Underestimate Cisco
SueNWC:  I hear you. The way Chambers downplays SDN by saying Cisco has already tried that reminds me of the way Kodak said digital cameras would never undermine its film business (after EK invented the digital camera.) 

Hey, Mr. Chambers, have you tried to buy a roll of Kodachrome lately?
Tom Murphy
50%
50%
Tom Murphy,
User Rank: Author
11/15/2013 | 4:22:42 PM
Re: CEOs Vs. Politicians
I'm with you, Lorna. I'll give Chambers an Academy Award for most consistent performance by a CEO.  But out in the real world, where savvy tech-sector analysts are betting trillions of dollars of our retirement savings, Cisco has a tough audience. Sure, the stock is up about 50% from it's 2010 low, but that's not exactly a rocketship in the tech sector.  And, besides, it has only climbed back to the low 20s -- about where it was in late 2009.  In the markets, that's called "dead money" and the company's Nov. 13 admission that revenue is soft isn't helping. 
cbabcock
50%
50%
cbabcock,
User Rank: Author
11/15/2013 | 3:46:50 PM
It's Cisco versus the cloud
Cisco keeps coming up with sophisticated hardware to solve another layer of the problem. The Application Policy Infrastructure Controller is a software controller for the hardware of a UCS system, which combines compute and networking for a given, virtualized UCS rack. This is an evolutionary step when we appear to be in the midst of a revolution. We're building cloud systems out of components, then we're treating compute, storage and networking as flexible parts of a single whole. The single whole Cisco is talking about, hardware constrained as it is, is the largest unit of UCS it can produce. Theoretically, with a cloud architecture, hardware isn't allowed to impose that constraint and we can assign the appropriate network to as many applications as we need to.(We're not there yet but stay tuned.)
Lorna Garey
50%
50%
Lorna Garey,
User Rank: Author
11/15/2013 | 12:06:26 PM
CEOs Vs. Politicians
At some point, do you feel that a CEO on the level of Chambers (or Ellison, or Meyer) is ever going to go off script? Often listening to them reminds me forcibly of the politicians on Meet the Press who cannot be lured awy from their talking points. Essentially you're getting a summary of the company's press releases, delivered in a smooth and practiced way. They could deploy a robot to do the same thing.
Susan Fogarty
50%
50%
Susan Fogarty,
User Rank: Author
11/15/2013 | 10:57:18 AM
Re: Don't Underestimate Cisco
Insightful piece. Cisco has done remarkably well keeping ahead of the game, especially when you consider the dramatic technology changes and economic challenges of the last decade. I think Chambers may be underestimating the importance of software here, however. It's interesting that Cisco pooh-poohed the concept of overlay networks, but then included them in ACI anyway. Customers will be slow to go fully SDN, and I think overlays and white boxes will be fairly popular to try it out.
David F. Carr
IW Pick
100%
0%
David F. Carr,
User Rank: Author
11/15/2013 | 10:50:40 AM
SDN intriguing but challenging
He may have a point that the wave of open technologies for SDN and network architectures will require more effort to implement and more "being your own systems integrator" than most organizations want to take on. Google, Facebook, and major financial services firms may be willing to put the effort into defining a custom network architecture that gives them a few extra percentage points of efficiency. How much of the rest of industry will go that far?
RobPreston
50%
50%
RobPreston,
User Rank: Author
11/15/2013 | 8:45:06 AM
Don't Underestimate Cisco
People have underestimated Cisco before, and almost always its vision and execution prevail. It has certainly made mistakes (like the Flip dalliance), but it realizes its mistakes and moves on better than most big IT vendors.  
<<   <   Page 2 / 2
InformationWeek Elite 100
InformationWeek Elite 100
Our data shows these innovators using digital technology in two key areas: providing better products and cutting costs. Almost half of them expect to introduce a new IT-led product this year, and 46% are using technology to make business processes more efficient.
Register for InformationWeek Newsletters
White Papers
Current Issue
InformationWeek Elite 100 - 2014
Our InformationWeek Elite 100 issue -- our 26th ranking of technology innovators -- shines a spotlight on businesses that are succeeding because of their digital strategies. We take a close at look at the top five companies in this year's ranking and the eight winners of our Business Innovation awards, and offer 20 great ideas that you can use in your company. We also provide a ranked list of our Elite 100 innovators.
Video
Slideshows
Twitter Feed
Audio Interviews
Archived Audio Interviews
GE is a leader in combining connected devices and advanced analytics in pursuit of practical goals like less downtime, lower operating costs, and higher throughput. At GIO Power & Water, CIO Jim Fowler is part of the team exploring how to apply these techniques to some of the world's essential infrastructure, from power plants to water treatment systems. Join us, and bring your questions, as we talk about what's ahead.