Cisco Strategy Evolves And Tactics Mature

I just returned from Las Vegas where my meetings with Cisco executives, including John Chambers, Gary Moore, David Hsieh, Murali Sitaram, Kara Wilson, and OJ Winge, clearly demonstrated that Cisco is still moving forward. John Chambers and his team were in lockstep talking about two things: corporate strategic imperatives and organizational foundations for success

I believe that Cisco is sounding very much like a mature market leader as it balances risks and rewards in the rapidly changing markets for networking and collaboration. Precise financial measures got little talk time, but there were plenty of mentions that forward-looking statements do not supersede financial guidance given at regular updates — the team was focused on Cisco's plans to fuel future innovation, maintain its market position, and continue working on strategic relationship development with its most important customers.

John and the entire Cisco management team are focused on five corporate strategic imperatives:

  1. Core routing/switching innovation and optimization.
  2. Collaboration solutions.
  3. Virtualization (including data center and cloud) technologies.
  4. Video as a primary communication medium and IT task.
  5. Architecture — defining and delivering IT architecture for businesses and service providers.
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Cisco Tweaks UCS - New Interfaces, Management Software Expand Capabilities

Not to be left out of the announcement fever that has gripped vendors recently, Cisco today announced several updates to their UCS product line aimed at easing potential system bottlenecks by improving the whole I/O chain between the network and the servers, and improving management, including:

  • Improved Fabric Interconnect (FI) – The FI is the top of the UCS hardware hierarchy, a thinly disguised Nexus 5xxx series switch that connects the UCS hierarchy to the enterprise network and runs the UCS Manager (UCSM) software. Previously the highest end FI had 40 ports, each of which had to be specifically configured as Ethernet, FCoE, or FC. The new FI, the model 6248UP has 48 ports, each one of which can be flexibly assigned as up toa 10G port for any of the supported protocols. In addition to modestly raising the bandwidth, the 6248UP brings increased flexibility and a claimed 40% reduction in latency.
  • New Fabric Extender (FEX) – The FEXC connects the individual UCS chassis with the FI. With the new 2208 FEX, Cisco doubles the bandwidth between the chassis and the FI.
  • VIC1280 Virtual Interface Card (VIC) – At the bottom of the management hierarchy the new VIC1280 quadruples the bandwidth to each individual server to a total of 80 GB. The 80 GB can be presented as up to 8 10 GB physical NICs or teamed into a pair fo 40 Gb NICS, with up to 256 virtual devices (vNIC, vHBA, etc presented to the software running on the servers.
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