They started Pensando 4.5 years back. Earlier they started multiple companies like Andiamo, Insimie...etc, but none of them took more than 3 years to succeed. Given this, it is getting evident that their success is related to Cisco's (John Chamber's) backup and they exploited cisco's structural issues. Pensando might be successful in future, but if cisco wouldn't have backed MPLS, they might not have multiple standalone successes, hardly one or two.
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@2ntn+1bLDFcx1,
I know many brilliant people at cisco, who didn't use spinout tactics and generated revenue growth. Why it is always a special case with MPLS FOR SPINOUTS, not for others.
First and foremost, it is really MPL - they are simply brilliant with very specific skills - both technical and business, "S" is not in the same league. Was "J" of Arista but she was too smart for MPL. and left after Andiamo, so "S" came along for a ride. Next, Andiamo and Nueova were spin outs that contributed totally incremental revenues. That was THE condition for spin out. Lastly, Insimie's genesis was a threat of 'white box' to Cisco's switching revenue.(Quote "In case you'd forgotten, a white box is a cheap(er), off-the-shelf server or switch running open-source software. From a cost and flexibility perspective, their attractions are becoming increasingly apparent to companies building enterprise networks and data centers.") Insimie was defense against this expected decline in the revenue (was not supposed to be huge increment but stop of decline expected). I am not sure Cisco achieved that goal either
@2mvi+1bLDFcx1,
I disagree as Nexus9k etc of Insimie product just eat up cisco own revenue and ki---d other products. Cisco top line didn't improve with this.
A spin-in strategy is only match fixing if the end-product is a dud. They've been multi billion dollar product lines, more successful than a lot of independent duds Cisco has acquired.
A non-spin-in MPLS venture, though? We'll have to wait and see.
I do care as my heart told me that their success is a match fixing one.
Why do you care?
MPLS was Cisco's odd attempt at Product Management.
They’re old . A lot has changed since then