Whenever director from India visits us, i feel like more jobs will be lost.
4 replies (most recent on top)
UCS isn't going to rebound, nobody looks towards Cisco for buying commodity hardware. We use expensive parts that we buy in low quantity (compared to any other server mfg), so our prices are high for the same CPUs/RAM that everyone else gets. Software is advanced enough that UCSM doesn't matter anymore. The innovation on this platform stopped years ago. Switching to a new intel CPU isn't exactly ground breaking news.
The whiteboxes from Taiwan or those resold by Dell/HPE are the way to go. Not some UCS server with a $100 bezel on the front.
Server hardware is a cyclic business, look at history, it goes down and up and down and up. Stick in there guys, but keep your ears to the ground and come back with features the customer doesn't even know they need, until you build it. Go Peacocks !
UCS is a dead horse. The graveyard will be in Bangalore as usual.
It will be, the 4% declining in revenue and springpath acquisition would lead to layoffs. The question is when? Based on the last 3 years you'll see cuts in Q2 or Q3. When people from India come to HQ it mostly for business but if your group lost most of their US employees it means that mgmt preparing to move most of the load to India to maintain the product with minimum amount of development/new features...