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  1. Cisco still seen as product business

    Cisco Systems shares fell after posting fiscal Q3 earnings that beat ... revenue was from recurring offers, up from 29% a year ago. Product performance was led by Wireless (up 13%) and Security (up 9%), while Switching revenue gained 2%. Revenues came from product, $8.885bn (up 0.1%); services, $3.055bn (down 2.2%).  "We executed ...

    John Garratt - May 18, 2017

  2. Red Hat goes after telcos in Europe

    Red Hat – set to be a $2bn business soon, and still growing at around 20% a year is drawing up its list of targets for sales ... and private clouds, and backed by the likes of Red Hat, HPE, Cisco, IBM, Intel, Dell, EMC, NetApp....... “We see OpenStack for telcos ...

    John Garratt - January 21, 2016