Nothing has gone better due to this acquisition except laying off people.
Not at all useful for cisco's core business. What cisco is trying to become next is something no one knows.
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Errr, if you check the Qerly reports, you’ll see our cash on hand took a big hit with splunk.
@4sz1 - that money wasn't ours. It's borrowed money with interest. No bank or investors are giving us money to buy other companies stocks.
27bn should have been used to buy nVidia shares… would be better off lol🙂
Not at all useful for cisco's core business.
Speeds and feeds with nothing else is a path to obsolescence. The end points are already topping out with 2.5Gb/s Ethernet going nowhere for its first 8 years. Most homes will see no real gain above 1Gb/s to the curb. This is why HPE/Aruba which is campus focused has to buy Juniper to move up the stack. Cisco needs to grow further up the stack where there is high profit margin business such as monitoring, managing and securing networks.
The real question is can Cisco with no software or systems skills find a way to grow competence in these areas, because their competitors are investing and succeeding there already.
just to good visibility market share, you need to spend $28B
It’s not really a mistake - if you look at users of splunk, they collect data from storage, servers and applications - and we sell storage and servers. The gap was networking visibility, which can be filled with thousand-eyes and maybe new features. So splunk and cisco can be good together. The mistake is not in the products , it’s only in the execution - I’m sure our leaders will fail at integrating this together - I mean we could have done this all by enhancing AppD + 1000i’s + cisco networking stack , but we didn’t then and we won’t now. So yeah good idea, potential and bad execution
@ Archer@bft+1v2fxxIB
The local bus only because we will again provide plumbing and then be left outside the big boys party once the plumbing has been setup. This sounds like what Chambers used to do as well.
We’ve adapted the plumbing setups for the new age but then nothing else revolutionary can be expected from Cisco because we don’t pick up on cloud and other big possibilities.
Frankly disappointing - so much potential but always fail.
I can see clearly now the highway is gone. I can see all SJ obstacles in my way. I can hear clearly now the echo is gone
@jvz+1v2fxxIB How dare you question Havoc! Havoc is love. Havoc is life.
I get all my advice from anonymous people calling themselves "havoc"
Cisco's leadership has a track record of failure. I recommend you (readers/employees) to grow a pair and express that.
@Anonymous regarding catching the local bus…
Why do you think Cisco is too late for AI? Cisco is producing hardware for AI. For many companies AI is a buzzword and they don’t have their in-house gen AI solutions yet. It will take many years to have gen AI in every business. And not every company will deploy such service in the cloud due to data confidentiality
Becoming a software company (or trying)
Becoming is too long a view. Trying to catch the AI hype local bus while everyone else is on or well on their way to getting on the hyper freeway.