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Credit Suisse report: Cisco had the biggest drop in innovation perceptions

According to a research paper (page 75) released last month by Swiss banking powerhouse, Credit Suisse.

Hummelstown, PA:   Thu, 10/31/13 - 11:59pm    View comments
 

Next week on Wednesday, November 6th at 10:30am EST, Cisco Chairman and CEO John Chambers will announce the product portfolio of Insieme Networks.

Chambers' upcoming Insieme announcement will be absolutely critical to Cisco's future success.

How so?

Well, according to a research paper (page 75) released last month by Swiss banking powerhouse, Credit Suisse:

Software Defined Disruption

"Cisco has the biggest drop in innovation perceptions

"Which company has shown the most innovation in the past 5 years and which will in the next 5?"

Credit Suisse added on page 88:

"We have compared the total cost of ownership (ex-labor, operating costs) for basic Cisco switches for the datacenter (i.e. Nexus 3064), along with the SMARTnet services and software contracts that network administrators would usually sell. The alternative in a 'SDN' based environment would be to buy Cumulus Linux software subscription and top of rack bare metal switch.
 

"Even assuming that the Cumulus approach has a shorter switch life of three years on a TCO basis, the cost is some 88% lower. The saving comes from effectively unbundling the solution between hardware and software."

SDN — threatening the last bastion of proprietary IT profits

Finally, according to the Credit Suisse report:

"Arista seems to be a vendor that could make an impact in the SDN arena. While not strictly defined SDN, Arista focuses on similar concepts in automation and programmability and is market ready."

This is interesting because next week on Monday, November 4th at 1:00pm EST, Arista will give its answer to the upcoming Insieme Networks announcement:

The Next Era of Software Defined Cloud Networking Arista Webcast

Related document:

Credit Suisse: Software Defined Disruption

Related story:

Business Insider: EXCLUSIVE: Here's What Happened When Cisco Lost A $1 Billion Deal With Amazon
 

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