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8 Comments

  • jvon One year ago

    I use Cisco gear every day, great stuff, and also made a few bucks trading it back in 2002-3. These business deals are way too complex for me to really grasp but one thing’s for sure: with technology growing all the time, Cisco isn’t going anywhere.

    Oh and I think you just picked up the all-important foot fetishist audience.

    • Howard Lindzon One year ago

      our work is now done :)

      • Phil One year ago

        telepresence is insanely cool and anyone who thinks that csco does not do social networking has not yet sat in a telepresence conference room and traded subtle nonverbal communications with someone halfway around the world…

        by the time they get to version 3.0, people will have very different view of this co and the potential (and redefinition) of social networks…

        • Blain Reinkensmeyer One year ago

          lol,

          “some people like it, some people hate it, but everyone uses it” (in the background for hate is a picture of Mel Gibson). That is a shame, you know he really is a great guy! Braveheart fans anyone?

          • Maximo Zeledon One year ago

            This makes me want to return to my old job at IDG as an Research Analyst. I remember back in the day driving down to Cisco headquarters from San Francisco to have a chat with the Cisco marketing guys. They were always checking the stock–every five minutes or so–and they would high-five each other without shame as if to tells us what losers we were for not working for a great company like Cisco. It was hard to blame them with a guy like Chambers at the top. Cisco is a great company. And this move makes perfect sense.

            Web 3.0 is already here via Verizon and AT&T and Cisco wants a bigger piece of it. And its not just Cisco’s optical technology which is needed for faster service delivery and dense wavelength-division multiplexing (DWDM) networks which will allow more efficient use of fiber optic networks carrying voice, data, video, and yes video conference and whatever next trendy shit we come up with. Cisco is also going for a tri-market– large and small & Medium business as well as homes via Cisco Digital Media System.

            Routing, Switching, and Wireless Networking
            products are still core products, but the growth will come from fiber optic products and services. Here is also a little piece of info pointing in that direction: Cisco has appointed former FCC Chairman Michael Powell to its board of directors. Now this is huge for those of you who are keeping track of the Net Neutrality issue. Powell was seen as a guy who favored the Net Neutrality camp. Now Cisco wanted no reguation which would favor the telecomms who wanted the exclusive rights to keep their fiber optic neworks to themselves. Did Cisco change its mind? If, so, they are up to something bigger. Yahoo’s co-founder, Yang, also joined the Cisco board recently another Net Neutrality advocate) and that makes me think Cisco is going after AT&T and Verizon for web 3.0 dominace. It will be fun to see what happens.

            • Howard Lindzon One year ago

              amen - Maximo

              Thanks for the insights.

              The market cap takes away much of the excitement but they are well positioned.

              • Maximo Zeledon One year ago

                Oh, I almost forgot. Some are looking at this purchase as a way to better position Cisco in a fight with Microsoft. That’s a very limited view in my opinion and it’s like looking at the world today from the prism of the Cold War. It’s an outdated model. You don’t spend $3.2 billion on Web conferencing tool just to go after Bill Gates and his boys. No way. I’m betting my money Cisco is going for enterprise video conferencng and social networking via WebEx platform. Just imagine all those cute college girls doing teleconferences from Spring break exotic locations via cell phones.

                • Fresh Bread One year ago

                  Amen, Blain. Mel Gibson is a true humanitarian.

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