On Longevity, Quarterly Results, and Tech Layoffs
From Aspirationally Peaks to Mundane Valleys
Topic
Cisco Systems
A collection of 18 issues
Behold, the Quantum Network Cometh
And I'm Trying to Learn About It
Juniper CEO Rami Rahim is Right When He Says the DoJ is Wrong
Did Juniper CEO Rami Rahim reach out to SDxCentral for an interview, or was the approach from the latter to the former? The answer to that question doesn’t negate anything that Rahim said in an article published by SDxCentral, but it would be interesting to know the answer.
HPE
Amid the Purgatory of HPE’s Uncertain Juniper Acquisition
I haven’t paid a visit to the networking neighborhood for a while, partly because networking, while essential as IT infrastructure, seems a little beside the point when the overall industry and the larger world is teetering on the edge of feral madness.
I ask myself, and no longer in
Quantum Mania: Amid the Present Puffery, A Seemingly Bright Future
You could say that it’s the best of times, the worst of times, and practically the non-existent times for quantum computing. The sentence I’ve just typed is paradoxical, but that doesn’t mean it’s wrong.
The information-technology industry seems to be forming a consensus that quantum computing
No Surprises in Cisco’s Latest Quarter, but Federal Storm Clouds Threaten
Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics
I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality.
Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving
Cisco Q4 Results: Rising Orders Deliver Respite
Juniper and Cisco: Diverging Paths in Shifting Networking Market
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly