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Gary Edwards

No Jitter | Post | Cisco Or Microsoft? Who Wins the Line-of-Business War? - 0 views

  • The multitude of services gives Microsoft an early edge when it comes to cloud, but the channel-enablement model for Cisco can create much greater scale than a direct to line-of-business model. The key is ensuring its resellers are fully trained in selling to line-of-business, which isn't a simple undertaking. Bottom line: With regard to cloud, Microsoft has a faster route to market, but Cisco's should give it an advantage over time.
  • Putting cloud aside, Cisco and Microsoft have markedly different approaches in selling to lines of business. For Microsoft, the key lies in its developer community. Developers build applications that business people use and buy. Many of these applications use Microsoft as an underlying technology without the purchaser really even being aware of that fact. Microsoft gets pulled through with really no involvement from Microsoft, providing a low- to no-cost sales model for the company. The only down side is that the application brand often overshadows the underlying brand.
  • Microsoft has made a living off selling products, many of them sub-par, into business because of its developer relationships. Does anyone really think Microsoft gained monopoly-like share with desktop operating systems because of quality of product and ease of use? Hardly. Windows became the de facto standard for developers because of the quality of the developer program. Microsoft does a good job of meeting the needs of its large software vendors, but does an even better job of making sure those millions of small ISVs have access to Microsoft platforms and developer support.
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  • Cisco has been trying to build its own "Cisco Developer Network" (CDN) for the better part of a decade. The company kicked off this initiative way back in the early 2000s when it bought a company called Metreos that had some interesting VoIP applications and a slick developer interface. Back then, the program was known as CTDP, Cisco Technology Developer Program, and was run by VoIP people, not individuals that understand software and how to build a developer environment. Since then the program has undergone a number of facelifts and Cisco appears to have some real software people running the group, so there is some potential.
  • With regards to UC, as this market transitions away from products to platforms, services will play a significant role. Cisco's services plays a role similar to IBM services. IBM's consulting group works with its top tier customers to understand how to solve business problems through compute-centric solutions. Cisco services works with its customers to create solutions through networking- and communications-related products. As more and more organizations look to leverage UC strategically, I would expect Cisco services to target its top-tier customers. The key for Cisco then is to take these solutions and push them down through its channel for scale and market share gains.
  • So developer-led or services-led?
  • Microsoft should get an early advantage, as many in-house developers will look to Lync; but the services strategy by Cisco should create longer, more sustainable value, as it has for IBM.
  • The key for Microsoft is being able to adapt its developer environment faster as market trends change. Obviously, compute is moving away from the traditional desktop to mobile clients and the cloud, and there are far more single-use, purpose-built applications being built in the consumer world. I think Microsoft's Developer Network is oriented towards more old-school developers.
  • The key for Cisco is having the patience to work with its lead customers and find those unique, game-changing applications and use cases that it can then push down into the channel. It's the right strategy for Cisco, but it might take a bit more time to bear some fruit.
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    excerpt: "Developer-led or services-led? Microsoft should get an early advantage, but the services strategy by Cisco should create longer, more sustainable value, Last month I wrote a blog outlining how the line-of-business manager holds the key to winning the Cisco versus Microsoft war. A number of you commented that this was obvious and both companies are already doing it. I'll agree that this is something both companies are trying to do, but neither is doing a great job. Microsoft is a company with high appeal to IT pros and Cisco to network managers, with high brand familiarity to line of business managers but low appeal beyond this."
Gary Edwards

WebEx augurs ill for Cisco's cloud ambitions | Phil Wainwright - 0 views

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    Ouch! Phil lands on Cisco like a ton of bricks. He hears them Talk the talk but doubts Cisco can walk the walk. This is a very detailed analysis and indictment. Sounds to me that Cisco will sooner rather than later be out there shopping for Collaborative Web systems. Excerpt: Color me skeptical, but I feel the detail behind yesterday and today's Cisco Live event hasn't matched the aspirations set out in executive keynotes. I like the vision set out by CEO John Chambers of providing a technology infrastructure that (as Oliver Marks puts it) does a better job of connecting people. I'm highly supportive when CTO Padmasree Warrior looks ahead to a future fabric of 'intercloud' interoperability standards - ending lock-in by individual cloud providers - and talks about 'federation' between cloud and on-premise. But when I look at the map of where Cisco claims to play in the cloud, I'm struck by how feeble its tenure is at each level, from the underlying foundation all the way up to both Paas and SaaS, where WebEx is its undernourished poster child, as I'll discuss below.
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