s******v 发帖数: 4495 | 1 我不是说产品啊,瞄了一眼,Cisco ER,switch revenue居然比去年少了7%!!!JNPR
是去年
环比增加了66%,整个switch 产品shipment和去年比,应该是增加的。Cisco的Switch
咋回事
啊?不是出来什么Nexus nK,是不是技术上落后了? |
m********d 发帖数: 188 | 2
JNPR
Switch
有意思。不过J的EX的确是不错,等再过一段时间更成熟了,一定是C的有利对手。个人
认为N7K还有些
亮点,N5K/N2K的思路简直是太不可理喻了。听说刚刚往N5K上加了L3功能,往N2k上加
了L2功能,充
分说明了当初的产品思路有问题。
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我不是说产品啊,瞄了一眼,Cisco ER,switch revenue居然比去年少了7%!!!JNPR : 是去年 : 环比增加了66%,整个switch 产品shipment和去年比,应该是增加的。Cisco的Switch : 咋回事 : 啊?不是出来什么Nexus nK,是不是技术上落后了?
|
s*****g 发帖数: 1055 | 3 It is not because Cisco Switch 烂, it is because competitor's products are
as good (or slightly better in some aspects and inferior in some other
aspects). But the days when others could not make the same switch so Cisco
could charge customers premium are long gone. Customers are no stupid. |
a***n 发帖数: 262 | 4 One thing bothered me is the arrogance of the Cisco sales/engineering team.
They used to be able to get contracts just by waving Cisco name. Now other
products are not worse than them, but with better attitude, price, warranty,
why
not consider others?
We are thinking of switching to MX serious too.
It is not because Cisco Switch 烂, it is because competitor's products are
as good (or slightly better in some aspects and inferior in some other
aspects). But the days when others could not make the same switch so Cisco
could charge customers premium are long gone. Customers are no stupid.
【在 s*****g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : It is not because Cisco Switch 烂, it is because competitor's products are : as good (or slightly better in some aspects and inferior in some other : aspects). But the days when others could not make the same switch so Cisco : could charge customers premium are long gone. Customers are no stupid.
|
s*****g 发帖数: 1055 | 5 I agree with you, I once watched a YouTube video by some Cisco data center
business unit VP when Cisco broke the relationship with HP, man, that SOB is
arrogant and disgusting.
If you were a potential customer, you would never buy from this guy after
you watched that video.
.
warranty,
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : One thing bothered me is the arrogance of the Cisco sales/engineering team. : They used to be able to get contracts just by waving Cisco name. Now other : products are not worse than them, but with better attitude, price, warranty, : why : not consider others? : We are thinking of switching to MX serious too. : : It is not because Cisco Switch 烂, it is because competitor's products are : as good (or slightly better in some aspects and inferior in some other : aspects). But the days when others could not make the same switch so Cisco
|
t*******r 发帖数: 3271 | 6 我觉得CISCO交换机挺好的呀. JUNIPER EX才叫烂. |
a***n 发帖数: 262 | 7 We used brocade/foundry for layer 2 access, very solid. |
L******t 发帖数: 1985 | 8 竞争对手的肯定,才是最客观的说法!:)
【在 t*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我觉得CISCO交换机挺好的呀. JUNIPER EX才叫烂.
|
s******v 发帖数: 4495 | 9 我觉得,好像现在很多的Switch上面的新技术,(最少对我而言,,好久没有碰switch
了),象DCB, ethernet fabric, virtualization,100G,好像Cisco跟进的比较慢啊。
又看了一眼,上个Qtr,Cisco Switch Rev是3.7B,这个Qtr只有3.15B,一般Q4是
Strong Qtr,要是这么算的话,Cisco在Switch上一下子就丢掉了550M!!!
这个肯定不是什么一个两个contract的问题,一定是技术上,或者Strategy,或者2者
上出了大问题。 |
m********d 发帖数: 188 | 10
team.
other
warranty,
are
Cisco
C强大的根源是什么?我的回答是强大的销售团队-但是远不如以前了。
acorn和saiwong分析的真不错。这几年我已经看到很多起J替换C的事儿,都是在大网
上,或者是MX取代65/76,或者是M/T取代GSR,没见过反的。CRS-1不错,可惜生不逢
时,不来没多久刚刚建立起信任,就变成10GE的天下了,优势马上变成劣势。这个问题
在CRS-3上仍然存在。GSR就不用说了,就不是为10GE做的,更不用说以后的40G/100G
了。ASR过于花哨,似乎也不是MX的对手。在骨干网的接入层上,MX非常受欢迎,
但是C没有这样好的东西。C最强的地方是在企业市场,易买易用,用户对价格又不敏感。
但这个优势有可能很快减弱(参考3com)。C/J很长时间以来都是10/1(收入、员工),
但C的10相当一部分来自企业市场,而J的1基本来自高端用户(因为J很长时间没有低端
产品)。现在J的低端路由器、交换机、防火墙都很有用户认知度了,方向很好。
只是开放讨论,一家之言。不过申明一下,本人算是C/J R/S产品的深度用户,以上都是
个人感想。
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : One thing bothered me is the arrogance of the Cisco sales/engineering team. : They used to be able to get contracts just by waving Cisco name. Now other : products are not worse than them, but with better attitude, price, warranty, : why : not consider others? : We are thinking of switching to MX serious too. : : It is not because Cisco Switch 烂, it is because competitor's products are : as good (or slightly better in some aspects and inferior in some other : aspects). But the days when others could not make the same switch so Cisco
|
|
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s******v 发帖数: 4495 | 11 有道理,不过我查了一下J的销售数据,他一个Qtr营业额是123M,增加了50M,可是C一
个Qtr就丧
失了400-500M, 应该还有其他的competitor。
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : team. : other : warranty, : are : Cisco : C强大的根源是什么?我的回答是强大的销售团队-但是远不如以前了。 : acorn和saiwong分析的真不错。这几年我已经看到很多起J替换C的事儿,都是在大网 : 上,或者是MX取代65/76,或者是M/T取代GSR,没见过反的。CRS-1不错,可惜生不逢 : 时,不来没多久刚刚建立起信任,就变成10GE的天下了,优势马上变成劣势。这个问题
|
he 发帖数: 2025 | 12 我咋觉得是整个市场萎缩了,别家吃掉了思科的份额没错,恐怕不是主因吧。
恶霸上面旧的交换机便宜海了去了,有的还在保修期呢(倒闭关门的公司清盘)
JNPR
Switch
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我不是说产品啊,瞄了一眼,Cisco ER,switch revenue居然比去年少了7%!!!JNPR : 是去年 : 环比增加了66%,整个switch 产品shipment和去年比,应该是增加的。Cisco的Switch : 咋回事 : 啊?不是出来什么Nexus nK,是不是技术上落后了?
|
s******v 发帖数: 4495 | 13 ebay上能有多少,enterprise spending应该不错,最少也应该是flat.
【在 he 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我咋觉得是整个市场萎缩了,别家吃掉了思科的份额没错,恐怕不是主因吧。 : 恶霸上面旧的交换机便宜海了去了,有的还在保修期呢(倒闭关门的公司清盘) : : JNPR : Switch
|
s******v 发帖数: 4495 | 14 ebay上能有多少,enterprise spending应该不错,最少也应该是flat.
【在 he 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我咋觉得是整个市场萎缩了,别家吃掉了思科的份额没错,恐怕不是主因吧。 : 恶霸上面旧的交换机便宜海了去了,有的还在保修期呢(倒闭关门的公司清盘) : : JNPR : Switch
|
B*****R 发帖数: 1539 | 15 the number is about right. one major factor is cisco's margin on switching
product has been down significantly during q4.
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 有道理,不过我查了一下J的销售数据,他一个Qtr营业额是123M,增加了50M,可是C一 : 个Qtr就丧 : 失了400-500M, 应该还有其他的competitor。
|
m********d 发帖数: 188 | 16
switching
这个应该也是原因之一。最近越来越多地看到C的价格越来越有“竞争力”了。这同时
意味着
品牌价值的降低。以前把c和3com放一起的时候,客户自然接受c的价格高xx%,现在有时
候c得要低x%-xx%才能吸引注意力。
【在 B*****R 的大作中提到】![](/moin_static193/solenoid/img/up.png) : the number is about right. one major factor is cisco's margin on switching : product has been down significantly during q4.
|
m********d 发帖数: 188 | 17
有一段时间了c vs j: revenue 40B vs 4B, employee 70k vs 7k. 都是10:1。
什么时候差距开始缩小,对c就不是好苗头了。我感觉j有机会缩小这个差距,至少现在的
路子我觉得可以:扩大高端,打入低端,看起来都做得不错。刚刚看了1-10年股价对比,
很有意思。可惜了我以前的一个同事,10年前就看好j,买了好多j的股票,结果损失惨
重。
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 有道理,不过我查了一下J的销售数据,他一个Qtr营业额是123M,增加了50M,可是C一 : 个Qtr就丧 : 失了400-500M, 应该还有其他的competitor。
|
t*********e 发帖数: 1136 | 18 听说恶霸自己已经在用 Arista 的 10G switch 了,呵呵。 |
s******v 发帖数: 4495 | 19 我觉得奇怪的是,Cisco这次ER,特别是Switch Rev降低得惊人,
3Q10 is 3.6B, 4Q10 才3.15B,Q2Q下降了将近450M! 而且往年Q4向来是Strong Qtr,
就是说,实际上Cisco丢掉的更多,例如去年Q3/Q4,+500M。
可是看了看,其他的竞争对手,好像没有人能吃下这么大的gap,上面说了JNPR增加了
50M (y2y), 最大的得益,可能是HPQ, BRCD可能是另外一个。 |
z**r 发帖数: 17771 | 20 nexus出来的有点晚,现在是cisco transition的时候,属于阵痛吧。有个帖子说的挺好
http://www.networkworld.com/community/blog/transition-real-and-
JNPR
Switch
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我不是说产品啊,瞄了一眼,Cisco ER,switch revenue居然比去年少了7%!!!JNPR : 是去年 : 环比增加了66%,整个switch 产品shipment和去年比,应该是增加的。Cisco的Switch : 咋回事 : 啊?不是出来什么Nexus nK,是不是技术上落后了?
|
|
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z**r 发帖数: 17771 | 21 俺说过,这个市场需要两家主要的player,不可能永远cisco一家全占
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 有一段时间了c vs j: revenue 40B vs 4B, employee 70k vs 7k. 都是10:1。 : 什么时候差距开始缩小,对c就不是好苗头了。我感觉j有机会缩小这个差距,至少现在的 : 路子我觉得可以:扩大高端,打入低端,看起来都做得不错。刚刚看了1-10年股价对比, : 很有意思。可惜了我以前的一个同事,10年前就看好j,买了好多j的股票,结果损失惨 : 重。
|
z**r 发帖数: 17771 | 22 this should be considered from long run, I have seen many big cusomters
experienced pain from the double vendor model. and usually small vendors
cannot provide better support
.
warranty,
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : One thing bothered me is the arrogance of the Cisco sales/engineering team. : They used to be able to get contracts just by waving Cisco name. Now other : products are not worse than them, but with better attitude, price, warranty, : why : not consider others? : We are thinking of switching to MX serious too. : : It is not because Cisco Switch 烂, it is because competitor's products are : as good (or slightly better in some aspects and inferior in some other : aspects). But the days when others could not make the same switch so Cisco
|
z**r 发帖数: 17771 | 23 link of that video?
is
【在 s*****g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I agree with you, I once watched a YouTube video by some Cisco data center : business unit VP when Cisco broke the relationship with HP, man, that SOB is : arrogant and disgusting. : If you were a potential customer, you would never buy from this guy after : you watched that video. : : . : warranty,
|
z**r 发帖数: 17771 | 24 hehe, for simple implementation, foundry might be ok, they have many
problems
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : We used brocade/foundry for layer 2 access, very solid.
|
z**r 发帖数: 17771 | 25
switch
啊。
俺怎么觉得cisco在这些领域里都是领导者,标准制定者(至少之一)
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我觉得,好像现在很多的Switch上面的新技术,(最少对我而言,,好久没有碰switch : 了),象DCB, ethernet fabric, virtualization,100G,好像Cisco跟进的比较慢啊。 : 又看了一眼,上个Qtr,Cisco Switch Rev是3.7B,这个Qtr只有3.15B,一般Q4是 : Strong Qtr,要是这么算的话,Cisco在Switch上一下子就丢掉了550M!!! : 这个肯定不是什么一个两个contract的问题,一定是技术上,或者Strategy,或者2者 : 上出了大问题。
|
z**r 发帖数: 17771 | 26 这些都是交替的,7600很多年了,人们都有审美疲劳了,MX960出来的确给7600早晨很
大冲击,不过cisco的asr9k应该是目前看最牛逼的ethernet router/switch了。同样
GSR都10几年的产品了,后来被juniper M/T抢走份额也是理所应该,没看后来crs-1出
来,又蹭蹭往回抢,然后juniper再出新的t1600之类,然后cisco再出crs-3,大家都是
这么相互比着来的
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 有一段时间了c vs j: revenue 40B vs 4B, employee 70k vs 7k. 都是10:1。 : 什么时候差距开始缩小,对c就不是好苗头了。我感觉j有机会缩小这个差距,至少现在的 : 路子我觉得可以:扩大高端,打入低端,看起来都做得不错。刚刚看了1-10年股价对比, : 很有意思。可惜了我以前的一个同事,10年前就看好j,买了好多j的股票,结果损失惨 : 重。
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z**r 发帖数: 17771 | 27 this is the key why the stock went down
【在 B*****R 的大作中提到】![](/moin_static193/solenoid/img/up.png) : the number is about right. one major factor is cisco's margin on switching : product has been down significantly during q4.
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w***s 发帖数: 321 | 28 GSR/65/76都是死马,不被人替掉就真没天理了。
至于CRS-1和10GE的优势劣势是什么关系?
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 有一段时间了c vs j: revenue 40B vs 4B, employee 70k vs 7k. 都是10:1。 : 什么时候差距开始缩小,对c就不是好苗头了。我感觉j有机会缩小这个差距,至少现在的 : 路子我觉得可以:扩大高端,打入低端,看起来都做得不错。刚刚看了1-10年股价对比, : 很有意思。可惜了我以前的一个同事,10年前就看好j,买了好多j的股票,结果损失惨 : 重。
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m********d 发帖数: 188 | 29
纯以太网接口的高端路由器要比支持全类型接口的成本低非常多。
【在 w***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : GSR/65/76都是死马,不被人替掉就真没天理了。 : 至于CRS-1和10GE的优势劣势是什么关系?
|
m********d 发帖数: 188 | 30
另外,对6500要致以崇高的敬意。6500应该是到目前为止对c最重要的产品了,n7k不错,
但我很怀疑是否可以达到6500的高度。当然,要说c最好的产品,那应该是2500了。
【在 w***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : GSR/65/76都是死马,不被人替掉就真没天理了。 : 至于CRS-1和10GE的优势劣势是什么关系?
|
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s*****g 发帖数: 1055 | 31 ISR serials should belong to best products category.
错,
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 另外,对6500要致以崇高的敬意。6500应该是到目前为止对c最重要的产品了,n7k不错, : 但我很怀疑是否可以达到6500的高度。当然,要说c最好的产品,那应该是2500了。
|
z**r 发帖数: 17771 | 32 如果都是基于carrier card加physical interface module,应该差不多吧?
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 另外,对6500要致以崇高的敬意。6500应该是到目前为止对c最重要的产品了,n7k不错, : 但我很怀疑是否可以达到6500的高度。当然,要说c最好的产品,那应该是2500了。
|
a***n 发帖数: 262 | 33 审美疲劳 is one factor with us too :-)
cisco的asr9k应该是目前看最牛逼的ethernet router/switch. We just have Cisco
team proposing ASR9k to replace our campus 6500 backbone. Some features in
ASR9K like VPLS, EoMPLS that we would like to explore. But I am confused
that there is no zone based firewall, IOS firewall or FWSM for ASR9K. We
have ACLs and FWSMs for our 6500. Is ASR9K positioned to service provider
only? Or we just have to use external ASA for security? The other thing for
ASR9K, the initial backplane is around 3.2T? And promised-for-ever sup2t for
6500/7600 is rumored to coming out this March. Apparently, Cisco still
wants to hold on the cash cow, forever :-)?
Nexus 7K then does not support MPLS features. But MPLS is coming to the
enterprise as far as I can tell. I implemented MPLS Network Virtualization
on our university networks. I knew a lot of universities are doing this.
What's Cisco's vision? ASR for backbone/core only, and Nexus 7K for
datacenter? So we have to replace our 6500 w/ two platforms?
Any insight?
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这些都是交替的,7600很多年了,人们都有审美疲劳了,MX960出来的确给7600早晨很 : 大冲击,不过cisco的asr9k应该是目前看最牛逼的ethernet router/switch了。同样 : GSR都10几年的产品了,后来被juniper M/T抢走份额也是理所应该,没看后来crs-1出 : 来,又蹭蹭往回抢,然后juniper再出新的t1600之类,然后cisco再出crs-3,大家都是 : 这么相互比着来的
|
L******t 发帖数: 1985 | 34 You have answered it yourself -- sup2t.
N7k is supposed to pick up on enterprise but that takes some time. 6500 is
still your best bet for the time being. Embrace the latest & greatest. :)
for
for
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 审美疲劳 is one factor with us too :-) : cisco的asr9k应该是目前看最牛逼的ethernet router/switch. We just have Cisco : team proposing ASR9k to replace our campus 6500 backbone. Some features in : ASR9K like VPLS, EoMPLS that we would like to explore. But I am confused : that there is no zone based firewall, IOS firewall or FWSM for ASR9K. We : have ACLs and FWSMs for our 6500. Is ASR9K positioned to service provider : only? Or we just have to use external ASA for security? The other thing for : ASR9K, the initial backplane is around 3.2T? And promised-for-ever sup2t for : 6500/7600 is rumored to coming out this March. Apparently, Cisco still : wants to hold on the cash cow, forever :-)?
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m********d 发帖数: 188 | 35
差就差在这啊。子母卡是目前为止最好的支持全系列接口的方法了,但成本(研发、生
产、器件)
还是比纯以太网接口高很多。而且用户还是为不必要的功能付钱。
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 如果都是基于carrier card加physical interface module,应该差不多吧?
|
B*****R 发帖数: 1539 | 36 我的感觉是CISCO还会继续做新的6500,NET7K不会完全取代它
错,
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 差就差在这啊。子母卡是目前为止最好的支持全系列接口的方法了,但成本(研发、生 : 产、器件) : 还是比纯以太网接口高很多。而且用户还是为不必要的功能付钱。
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m********d 发帖数: 188 | 37
is
说来说去还是6500最好,哈哈。就像在武侠里,一般的绝顶高手纵横江湖30年,一代人
;而6500这个
绝顶高手纵横江湖90年,三代人。LOL
【在 L******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You have answered it yourself -- sup2t. : N7k is supposed to pick up on enterprise but that takes some time. 6500 is : still your best bet for the time being. Embrace the latest & greatest. :) : : for : for
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s******v 发帖数: 4495 | 38 又仔细看了一遍ER,尽管很多同学对Cat6k很有感情,不过已经是日落西山了,这个Q4
,CSCO 传统的Catalyst Switch方面大概丢了250M,其中157M到了自己Nexus上面,另
外~100M落到的JNPR/HPQ/BRCD/Huawei的手里,其中JNPR已经确定有40+M. |
d****i 发帖数: 1038 | 39 N7k will support mpls features including l2vpn soon, later this year or
early next year.
for
for
【在 a***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 审美疲劳 is one factor with us too :-) : cisco的asr9k应该是目前看最牛逼的ethernet router/switch. We just have Cisco : team proposing ASR9k to replace our campus 6500 backbone. Some features in : ASR9K like VPLS, EoMPLS that we would like to explore. But I am confused : that there is no zone based firewall, IOS firewall or FWSM for ASR9K. We : have ACLs and FWSMs for our 6500. Is ASR9K positioned to service provider : only? Or we just have to use external ASA for security? The other thing for : ASR9K, the initial backplane is around 3.2T? And promised-for-ever sup2t for : 6500/7600 is rumored to coming out this March. Apparently, Cisco still : wants to hold on the cash cow, forever :-)?
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d****i 发帖数: 1038 | 40 cat6k and 7600 won't go away for longer time than even cisco itself expected
. Nice features are still being
added to these platforms.
【在 B*****R 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我的感觉是CISCO还会继续做新的6500,NET7K不会完全取代它 : : 错,
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d****i 发帖数: 1038 | 41 I agree with zher's comments. Cisco is undergoing product transition. It
takes some time and unknown
whether the new ones will be good or bad.
Q4
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 又仔细看了一遍ER,尽管很多同学对Cat6k很有感情,不过已经是日落西山了,这个Q4 : ,CSCO 传统的Catalyst Switch方面大概丢了250M,其中157M到了自己Nexus上面,另 : 外~100M落到的JNPR/HPQ/BRCD/Huawei的手里,其中JNPR已经确定有40+M.
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s****n 发帖数: 700 | 42 我在google finance看J 也就是08年才上市的啊
在的
比,
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : is : 说来说去还是6500最好,哈哈。就像在武侠里,一般的绝顶高手纵横江湖30年,一代人 : ;而6500这个 : 绝顶高手纵横江湖90年,三代人。LOL
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t*******r 发帖数: 3271 | 43 08年换到NYSE而已
【在 s****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我在google finance看J 也就是08年才上市的啊 : : 在的 : 比,
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B*****R 发帖数: 1539 | 44 股票还是SWITCH?
【在 s****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我在google finance看J 也就是08年才上市的啊 : : 在的 : 比,
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t*******r 发帖数: 3271 | 45 JUNIPER的EX能活一阵子, 最主要的原因是客户们不想一家供应商独大, 无他.
JUNIPER也不能死, 如果JUNIPER死掉了, 那么美国政府就来收拾CISCO了.
把华为和H3C(现在的HP)放进北美市场试试, CISCO很快就会哭死的. |
L******t 发帖数: 1985 | 46 You are being naive to think of only cisco..
【在 t*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : JUNIPER的EX能活一阵子, 最主要的原因是客户们不想一家供应商独大, 无他. : JUNIPER也不能死, 如果JUNIPER死掉了, 那么美国政府就来收拾CISCO了. : 把华为和H3C(现在的HP)放进北美市场试试, CISCO很快就会哭死的.
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t*******r 发帖数: 3271 | 47 能不说英文吗, 俺英文很烂的. 再拿中文给俺说一遍吧?
【在 L******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You are being naive to think of only cisco..
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m********d 发帖数: 188 | 48
别着急,我觉得这个“you”指的应该不是“tony”...
【在 t*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 能不说英文吗, 俺英文很烂的. 再拿中文给俺说一遍吧?
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w*f 发帖数: 111 | 49 I work for a financial firm
1. Catalyst 6500 is still the one for access switches and distribution
switches
2. Nexus is a better platform for datacenter core
3. Juniper is making progress in larger enterprise where a bigger IT group
can support another vendor |
s******v 发帖数: 4495 | 50 你们在field里面,觉得Brocade的Ethernet产品怎么样?我看他们最近比较aggressive
,招人也很多,他们的产品有希望吗?上次碰到一个brcd的人,说他们的ethernet
fabric,还有什么vdx?/vcs?,说performance不错。 |
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L******t 发帖数: 1985 | 51 我是说华为真进来了,倒霉的可不仅仅是思科。
【在 t*******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 能不说英文吗, 俺英文很烂的. 再拿中文给俺说一遍吧?
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t*******r 发帖数: 3271 | 52 tongyi
【在 L******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我是说华为真进来了,倒霉的可不仅仅是思科。
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z**r 发帖数: 17771 | 53 估计受冲击最大的还是J,在国内也一样,J的日子比C更难
【在 L******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我是说华为真进来了,倒霉的可不仅仅是思科。
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l*******3 发帖数: 53 | 54 Just look at the stock performance for the last 1 year, and compared to it's
competitors.
Can you dig it? Stock prices never lie!
aggressive
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你们在field里面,觉得Brocade的Ethernet产品怎么样?我看他们最近比较aggressive : ,招人也很多,他们的产品有希望吗?上次碰到一个brcd的人,说他们的ethernet : fabric,还有什么vdx?/vcs?,说performance不错。
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l*******3 发帖数: 53 | 55 The biggest factor is not product transition. What happened is csco' ex-
friends,like IBM,dell,hp start to sell somebody
else' switches.
【在 d****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I agree with zher's comments. Cisco is undergoing product transition. It : takes some time and unknown : whether the new ones will be good or bad. : : Q4
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m********d 发帖数: 188 | 56 谁还记得是cisco蹬hp在前,还是hp买h3c在前? |
z**r 发帖数: 17771 | 57 no, the product transition really matters, the new product line like Nexus
7K has lower margin than cat6k in this transition period, that's why
【在 l*******3 的大作中提到】![](/moin_static193/solenoid/img/up.png) : The biggest factor is not product transition. What happened is csco' ex- : friends,like IBM,dell,hp start to sell somebody : else' switches.
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z**r 发帖数: 17771 | 58 自从cisco发布了Unified computing system吧
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 谁还记得是cisco蹬hp在前,还是hp买h3c在前?
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l*******3 发帖数: 53 | 59 You assume nexus sales replace cat6k sales in very big volume. I do not
think this the case.
Lower margin was mostly because hp/jnpr bring low priced switch and put a
lot of price pressure onto csco cat2k/3k.
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : no, the product transition really matters, the new product line like Nexus : 7K has lower margin than cat6k in this transition period, that's why
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s******v 发帖数: 4495 | 60 As I said in previous posts, not only the margin, but CSCO lost about
200+M switch revenue in last Q, even you consider the increase of data
center switch.
the deteriorated relationship with other system integrators contributes
largely to this drag down.
Nexus
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : no, the product transition really matters, the new product line like Nexus : 7K has lower margin than cat6k in this transition period, that's why
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z**r 发帖数: 17771 | 61 if margin is low, how come the revenue is high?
【在 s******v 的大作中提到】![](/moin_static193/solenoid/img/up.png) : As I said in previous posts, not only the margin, but CSCO lost about : 200+M switch revenue in last Q, even you consider the increase of data : center switch. : the deteriorated relationship with other system integrators contributes : largely to this drag down. : : Nexus
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z**r 发帖数: 17771 | 62 that will happen, nexus has much better overall architecture than cat6k, and
eventually it will replace cat6k after the feature set catches up
if I remember correctly, cat6k is the only product line that generate 2B
revenue for Cisco every year, so anything happens to cat6k, that would be
something huge impact
【在 l*******3 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You assume nexus sales replace cat6k sales in very big volume. I do not : think this the case. : Lower margin was mostly because hp/jnpr bring low priced switch and put a : lot of price pressure onto csco cat2k/3k.
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s******v 发帖数: 4495 | 63 you messed revenue and profit.
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : if margin is low, how come the revenue is high?
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s******v 发帖数: 4495 | 64 from what i learned recently, the n7k is not a direct replacement of
cat6k. the 1st one is flat data center switch, the 2nd one is the
traditional campus switch.
but be frank, i am not very clear about the difference of these 2
different product catergories. just know the 3-tier of network
architecture is not a good fit for today data center, now they like to
implmented flat and low latency topology.
this is a good example that, when the underlying requirements changes,
it shifts the dynamics of product line. the question is, cisco lags
behind? or just 1 time hiccup.
cat6k, and
2B
would be
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : that will happen, nexus has much better overall architecture than cat6k, and : eventually it will replace cat6k after the feature set catches up : if I remember correctly, cat6k is the only product line that generate 2B : revenue for Cisco every year, so anything happens to cat6k, that would be : something huge impact
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b******a 发帖数: 153 | 65 there are a lot of good points here. In summary, there are couple issues
both internal cisco and external
macro env.
1. cisco switch positioning has been a mess in last couple of years. Nexus
series vs Catalyst 6K and 4K.
overlapping and competing each other. N7K becomes upgrade path for
traditional C6k dominant DC. It
gains traction. However, N7K pricing/performance ratio is low compared C6k.
C6k has bigger fat margin. So
revenue and profit both are impacted for innovative ideas. Once cisco sales
complains about the same
amount of effort but resulting in much less switch account and revenue for
N7K compared to C6k.
2. The campus side, Cat6k hit by Cat4k as well. aggressive pricing on 4K
resulting in slow down C6k spend.
Cisco really positioned to kill Cat6k for some reason. But none of other
switches in Cisco or in industry have
complete feature set as Cat6k. They did not put any investment and
innovation into 6k. Give a space for
Juniper or other to enter.
3. Overall cisco might sell same amount of switches ports N7K/5k/2K/4k/6k
but each port cost/charge is
much less than Cat6k days. that is where rev comes to low.
4. between new product Nexus and old Catalyst, huge feature gaps result in
slow adoption rate. lack of
investment in Catalyst also slowed down people's trust on 6k roadmap and
future.
5. Small vendor has some niche like low-latency 10G/BNT/A*, but very small
percentage.
6. HP has been biggest threat to cisco, because from BC HP FEX10 has been
server access replacement in
DC for N5k/2k. And cisco refused to make another blade switch for HP still
but try to push for UCS
adoption.
7. Juniper has been in and out to some of cisco account. But overall,
switching is not a play for them.
8. Support absolutely a key decision factor. So far cisco has best support
nobody can argue other than
sometime they do not have good product to begin with:)
If you talk to every customer - people always complaints about vendor no
matter which one cisco/juniper
whatever. In the end of day, people will buy whoever sucks *least*.
you heard me right, they will always say cisco sucks, Juniper sucks, but in
one product family who sucks
less will got picked. |
c*******n 发帖数: 72 | 66 你们是在哪里找到每个产品线的销售额的?
美国有没有像赛迪网那样有全盘数据(或者号称自己有)的机构?
我自己以前怀疑是H3C的产品借助HP进了美国市场打击了cisco的份额,但是这里的兄弟
们都觉得J的产品是关键?
如果原因是J,为什么以前的quater没出这个问题呢?
如果原因是H3C,倒是可以解释,去年春天的事情,到现在影响显现出来了。。
HP有渠道,有了H3C这样完整的产品线肯定会把cisco搞得很难受。
HP貌似现在的策略是把自己变成一个IT业的walmart,云里头的东西他好像不擅长也不准
备卖了。低端的data center和云以外的东西(服务器,电脑,中低端网络设备)都可
以找它买,说白了就是你如果办个企业,到google/MS买或者租他们的云资源(包括现
在有些学校自己的email都改成gmail了),剩下的HP就可以一揽子解决了。就好比你搬
到一个新的apartmen基本去一次walmart就可以入住了。
但是因为华为没有把core router给h3c,大企业还不一定敢换到HP的产品线,没有那个
核心平台队伍,谁知道HP手下的那个队伍会把他们那个comware平台演进到哪里去,能
不能在后面踩对技术路线。企业以后要全部换掉HP的东西,成本会更高,就好比你买了
catalyst 6500,到现在思科还是不停的再跟新,以前对6500的投资就不会打水漂了。HP
这样的厂商会让人都有客户有信耐感,比小公司在这方面要好多了。
cisco应该用什么样的策略还击HP,俺们拭目以待。。。 |
b******a 发帖数: 153 | 67 Juniper does not show the switching side problem because its switching is
almost from 0 to whatever. Cisco is
from whatever to less. Base is totally different. HP is cap on its servers
and eating server access ports which is
very dangerous competitor to anybody else in industry.
IT still driven by Cost reduction and Business Value. Nexus has very good
architecture to reduce IT cost by
converging storage and data into one - Ethernet. Cisco needs time to educate
CIO/CTO on that. It is huge
saving which is primary driver for some HP customer to dump HP server and
adopt Cisco Nexus+UCS. |
m********d 发帖数: 188 | 68
is
servers
good
educate
and
这一篇和上一篇真是典型的cisco市场/销售语言,呵呵,差点以为cisco的sales
team来了。现在的用户/市场和十年前比很难忽悠了,还用老路子不来点儿新的不行
了。倒是同意前面说的一点,cisco的用户支持经常是用户选择cisco的一个重要原
因。这个不是指的tac或ps,而是sales team在售后的介入力度。这也是为什么我
一直认为cisco的强大很大程度上来自于销售。
【在 b******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Juniper does not show the switching side problem because its switching is : almost from 0 to whatever. Cisco is : from whatever to less. Base is totally different. HP is cap on its servers : and eating server access ports which is : very dangerous competitor to anybody else in industry. : IT still driven by Cost reduction and Business Value. Nexus has very good : architecture to reduce IT cost by : converging storage and data into one - Ethernet. Cisco needs time to educate : CIO/CTO on that. It is huge : saving which is primary driver for some HP customer to dump HP server and
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b******a 发帖数: 153 | 69
interesting..maybe should try to get a cisco sale job:)
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : is : servers : good : educate : and : 这一篇和上一篇真是典型的cisco市场/销售语言,呵呵,差点以为cisco的sales : team来了。现在的用户/市场和十年前比很难忽悠了,还用老路子不来点儿新的不行 : 了。倒是同意前面说的一点,cisco的用户支持经常是用户选择cisco的一个重要原 : 因。这个不是指的tac或ps,而是sales team在售后的介入力度。这也是为什么我
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m********d 发帖数: 188 | 70
you're not? you kidding...
【在 b******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : interesting..maybe should try to get a cisco sale job:)
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m********d 发帖数: 188 | 71
or tme? haha
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : you're not? you kidding...
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c*******n 发帖数: 72 | 72 我觉得说得对啊。其实看juniper的财报,感觉其实他前面几个季度业绩很不好。当然
我不太看得明
白那东西。
HP现在没别的,就是吃进了h3c全线的产品,在数据中心这块,感觉他就是不停的在说
这么个意
思,"思科有的我全有,我还比思科便宜;而且我的东西都很简单,和业界其他人的设
备都兼容。思科
的东西好是好,但是私有的东西很多,你要是跟了思科,交换机,UCS全是思科的,你
以后就等着被
思科宰吧。"
http://www.tektalk.org/2011/01/16/%E4%B8%8B%E4%B8%80%E4%BB%A3%E
6%8D%AE%E4%B8%AD%E5%BF%83%E7%9A%84%E8%99%9A%E6%8B%9F%E6%8E%A5%E5%85%A5%E
6%8A%80%E6%9C%AF-vn-tag%E5%92%8Cvepa-2/
没办法,思科要维持它的高利润就得做点”领先“,或者跟别家不一样的东西,但是是
不是提供了足够
的性能和管理上的好处让客户付钱走你的道路呢?
其实HP的搞法对它自己和业界都挺危险的,它自己变成walmart以后(上任CEO裁掉了很
多研发的
project),我觉得不一定有能力驾驭得好h3c的team(市场和研发的健康互动).如果不能
保证h3c
队伍的持续健康演进,依靠h3c的产品线能依赖多久,依赖几代产品?如果以后做不好
h3c的产品,
对他自己的商业信誉都有影响。
思科真该当时游说congress让华为买了3com,这样hp最多代理h3c的东西,这样对cisco
好,对客
户好(反正买了h3c的东西,后面华为平台演进的时候不会不管h3c的东西),对HP风险
也小,对
h3c这个team也好。现在大家都很难,都得以命相搏。
Cisco的供应链管理和低端产品线的确问题很大,这次和HP的正面对抗一定要做好这块
才行。要做到
产品比hp性能好,价格还不比HP高(其实研发成本不会高太多吧),唯一做不到的只能
是service
的费用比HP贵。
感觉美国现在job marcket上好的工程师真不比国内多,如果找国内的哥们来做service
cisco
肯定会好很多的,印度人确实是够professional了,但是没文化的队伍就是个没战斗力
的队伍。我
是不懂那帮人有啥文化的。
算了,咱们在这里说有啥用啊,cisco的股票估计也还是会回来的,但是这个判断也不
能拿来指导投
资啊。
is
servers
good
educate
and
【在 b******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Juniper does not show the switching side problem because its switching is : almost from 0 to whatever. Cisco is : from whatever to less. Base is totally different. HP is cap on its servers : and eating server access ports which is : very dangerous competitor to anybody else in industry. : IT still driven by Cost reduction and Business Value. Nexus has very good : architecture to reduce IT cost by : converging storage and data into one - Ethernet. Cisco needs time to educate : CIO/CTO on that. It is huge : saving which is primary driver for some HP customer to dump HP server and
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m********d 发帖数: 188 | 73 呦,删了?删了好。
再多说两句关于cisco的销售以表达我对cisco销售的敬意。:)
cisco销售去拜访的都是大客户,中小客户归代理商了。
cisco销售最重要的任务是什么?是搞关系。“搞关系”在这儿是绝对的褒义词,这可能
是整个销售中最复杂的一环了。搞清用户需求?有se;做方案?有tme。那销售的任务
是什么?了解这个大客户的动向,然后由se/tme判断是否有销售机会。这个任务主要是
由和公司公司高层搞好关系获得的。另一个任务是确保se/tme有机会和技术部门作充分
的技术交流。这要和技术部门的老总搞好关系。另外,和其他一些关键部门,比如人力、
财务、采购,都要搞好关系。可以说,cisco的销售比这个公司里大多数的人都了解这个
公司,连我们这些小兵(包括小兵的老板)都经常要从他们那里知道公司的最新动向。
所以在真实世界里,你是不能也不应该对cisco的销售不敬的。我和c,j,h
都打过很多年的交道,c的销售team绝对是最“厉害”的。这也是我一直认为c的强大
最重要的一点是销售强大的原因。 |
L******t 发帖数: 1985 | 74 Best post so far.
You really look like an insider. But outsiders may not get it. :)
.
sales
【在 b******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : there are a lot of good points here. In summary, there are couple issues : both internal cisco and external : macro env. : 1. cisco switch positioning has been a mess in last couple of years. Nexus : series vs Catalyst 6K and 4K. : overlapping and competing each other. N7K becomes upgrade path for : traditional C6k dominant DC. It : gains traction. However, N7K pricing/performance ratio is low compared C6k. : C6k has bigger fat margin. So : revenue and profit both are impacted for innovative ideas. Once cisco sales
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m********d 发帖数: 188 | 75
应该说“outsiders may not buy into it”吧?LOL. 这个都get不了,那也太弱了。
说实话,1-7我都不同意或不完全同意,但我一般不愿意过多讨论非纯技术问题,呵呵
。对
于非纯技术问题,只要各方充分表达了观点一般就行了,因为本来就没有绝对的对错,
不象
纯技术问题,大多数时候至少都有个是否最优的问题。
【在 L******t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Best post so far. : You really look like an insider. But outsiders may not get it. :) : : . : sales
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B*****R 发帖数: 1539 | 76 you mean juniper switch does not have a play or they don't want to play..
both verizon and NYSE have bot large number of ex82 switches. juniper is
quite serious
【在 b******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : interesting..maybe should try to get a cisco sale job:)
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b******a 发帖数: 153 | 77 What I really mean is I have been hearing a lot of stories on both side:
quite some accounts using cisco for a while lose to Juniper while
quite some accounts changing to Juniper lose to cisco
it is wash in the end. Not sure juniper really gaining on switching area.
like I say I would say cisco sucks, other
people will say juniper sucks. In the end, whoever sucks less to the
customer will get pick.
【在 B*****R 的大作中提到】![](/moin_static193/solenoid/img/up.png) : you mean juniper switch does not have a play or they don't want to play.. : both verizon and NYSE have bot large number of ex82 switches. juniper is : quite serious
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x****k 发帖数: 2932 | 78 大家不用猜了,最近是HP借着H3C把cisco给干了,昨晚刚和国内在H3C的哥们聊的。华
为没做成的事倒让它的二世子给做了。
【在 c*******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你们是在哪里找到每个产品线的销售额的? : 美国有没有像赛迪网那样有全盘数据(或者号称自己有)的机构? : 我自己以前怀疑是H3C的产品借助HP进了美国市场打击了cisco的份额,但是这里的兄弟 : 们都觉得J的产品是关键? : 如果原因是J,为什么以前的quater没出这个问题呢? : 如果原因是H3C,倒是可以解释,去年春天的事情,到现在影响显现出来了。。 : HP有渠道,有了H3C这样完整的产品线肯定会把cisco搞得很难受。 : HP貌似现在的策略是把自己变成一个IT业的walmart,云里头的东西他好像不擅长也不准 : 备卖了。低端的data center和云以外的东西(服务器,电脑,中低端网络设备)都可 : 以找它买,说白了就是你如果办个企业,到google/MS买或者租他们的云资源(包括现
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he 发帖数: 2025 | 79 年底前后我莫名其妙地卷进了四五次N7K,的确注意到思科的家伙上下都熟,非常能说
会道,我一开始一
直以为是客户方面的人呢。
【在 m********d 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : 应该说“outsiders may not buy into it”吧?LOL. 这个都get不了,那也太弱了。 : 说实话,1-7我都不同意或不完全同意,但我一般不愿意过多讨论非纯技术问题,呵呵 : 。对 : 于非纯技术问题,只要各方充分表达了观点一般就行了,因为本来就没有绝对的对错, : 不象 : 纯技术问题,大多数时候至少都有个是否最优的问题。
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t*********e 发帖数: 1136 | 80 我也觉得是HP吃了思科的市场。Procurve y/y 的增长是50%。老二开始发力。
但是 10G 对以后的影响多大呢?思科这方面的pipeline好像也不是很强。
N7K的性价比和几个Competitors相比很差。
现在思科只有用杀价来保卫市场占有率。所以Margin下降很快。但是这个
空间会越来越小。
总得来说思科有点腹背受敌到处被打的感觉。
Consumer: Netgear, D-Link 打败 Linksys.
Enterprise Low-End: HP, Dell
Enterprise High-End: HP, Broadcade,
10G: Blade, Arista, Force10
WAN Acceleration: Riverbed
App Delivery: F5
Wirless Controller: Aruba
Firewall: Juniper, Fortinet, some Chinese companies
International: Huawei
就是Core Router还是C,J两家相安无事。 |
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he 发帖数: 2025 | 81 IP Telephony思科一枝独秀了好几年
【在 t*********e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我也觉得是HP吃了思科的市场。Procurve y/y 的增长是50%。老二开始发力。 : 但是 10G 对以后的影响多大呢?思科这方面的pipeline好像也不是很强。 : N7K的性价比和几个Competitors相比很差。 : 现在思科只有用杀价来保卫市场占有率。所以Margin下降很快。但是这个 : 空间会越来越小。 : 总得来说思科有点腹背受敌到处被打的感觉。 : Consumer: Netgear, D-Link 打败 Linksys. : Enterprise Low-End: HP, Dell : Enterprise High-End: HP, Broadcade, : 10G: Blade, Arista, Force10
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t*********e 发帖数: 1136 | 82 当年钱伯斯进set-top box, 进online meeting, 进storage, 进server, 费了多少力气
,为什么就没有大力投资进无线主干设备?敢和IBM,HP,EMC竞争,就不敢跟华为干?明
摆着是一块飞速增长的大饼,不去搞一下,是不是一大战略失误? |
z**r 发帖数: 17771 | 83 无线主干?
cisco毕竟是做IP的,其实cisco也大力投资wimax来着,不过后来wimax表现不好,大家
都转向LTE了,cisco基本上把wimax那边都cut了。现在cisco在LTE data上面力度也不
小,花几十亿收购starent就是这个意思
【在 t*********e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 当年钱伯斯进set-top box, 进online meeting, 进storage, 进server, 费了多少力气 : ,为什么就没有大力投资进无线主干设备?敢和IBM,HP,EMC竞争,就不敢跟华为干?明 : 摆着是一块飞速增长的大饼,不去搞一下,是不是一大战略失误?
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l*******3 发帖数: 53 | 84 Right, csco should buy alu
【在 t*********e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 当年钱伯斯进set-top box, 进online meeting, 进storage, 进server, 费了多少力气 : ,为什么就没有大力投资进无线主干设备?敢和IBM,HP,EMC竞争,就不敢跟华为干?明 : 摆着是一块飞速增长的大饼,不去搞一下,是不是一大战略失误?
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l*******3 发帖数: 53 | 85
Buying starent didn't not necessarily make csco a legit wireless player. It
was testified more than 10 years ago in
optical area. Buying cerent and more did not make csco an insider of the
world of telco.
Telco business is not just about product,csco should have learned it in a
hard way.
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 无线主干? : cisco毕竟是做IP的,其实cisco也大力投资wimax来着,不过后来wimax表现不好,大家 : 都转向LTE了,cisco基本上把wimax那边都cut了。现在cisco在LTE data上面力度也不 : 小,花几十亿收购starent就是这个意思
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w***s 发帖数: 321 | 86 Starent主要还是延续PDSN/GGSN这些产品,72和65都快停了。
【在 z**r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 无线主干? : cisco毕竟是做IP的,其实cisco也大力投资wimax来着,不过后来wimax表现不好,大家 : 都转向LTE了,cisco基本上把wimax那边都cut了。现在cisco在LTE data上面力度也不 : 小,花几十亿收购starent就是这个意思
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z**r 发帖数: 17771 | 87 后来的主打也不是7200 core+7600 chassis了,SAMI是后来主推的东西。不过starent
的东西也的确还是packet core的东西,cisco估计不会进军tower那些东西的,还是
focus on IP
【在 w***s 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Starent主要还是延续PDSN/GGSN这些产品,72和65都快停了。
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z**r 发帖数: 17771 | 88 alu一个大烂摊子,不符合cisco的政策啊
【在 l*******3 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Right, csco should buy alu
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z**r 发帖数: 17771 | 89 cisco doen't want to play as a cellular network player, IP is all cisco
wants
It
【在 l*******3 的大作中提到】![](/moin_static193/solenoid/img/up.png) : : Buying starent didn't not necessarily make csco a legit wireless player. It : was testified more than 10 years ago in : optical area. Buying cerent and more did not make csco an insider of the : world of telco. : Telco business is not just about product,csco should have learned it in a : hard way.
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