RE: Why did Cisco do this? Off Topic [7:65834]

2003-03-23 Thread Priscilla Oppenheimer
It doesn't look like the market liked the idea. Cisco stock went down.

I think it sounds like a great idea! But don't take market advice from me. I
bought pets.com. :-) The only thing I have to show for it is a cool
sweatshirt and sock puppet.

Priscilla

CCIE #6746 wrote:
 
 I used to work in a high visibility position within Cisco and
 John Chambers
 told me he was not interested in entering this market space in
 any way shape
 or form.  With that said, we had developed several products,
 such as a low
 end broadband router with built in firewall and vpn access, and
 low dollar
 wireless access points.  The router is nice, and I have several
 of them but
 the wireless products really sucked and he threw the RD
 dollars out the
 door, and never marketed the products and pretty much gave the
 products away
 to employees really cheap.  Now to see this after throwing all
 that money
 away surprises me, plus this is the first time I have seen John
 contradict
 himself.  Now I just hope they Ciscoize the products and our
 home wireless
 networks will get much cheaper :)
 
 d-
 
 -Original Message-
 From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On
 Behalf Of
 Elijah Savage
 Sent: Thursday, March 20, 2003 9:50 AM
 To: [EMAIL PROTECTED]
 Subject: Why did Cisco do this? Off Topic [7:65834]
 
 Cisco buys Linksys.
 

http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
 5141_1048177983.varp=CSCO
 
 
 -- 
 BSD is for people who love Unix -
 Linux is for people who hate Microsoft
 
 




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RE: Why did Cisco do this? Off Topic [7:65834]

2003-03-21 Thread CCIE #6746
I used to work in a high visibility position within Cisco and John Chambers
told me he was not interested in entering this market space in any way shape
or form.  With that said, we had developed several products, such as a low
end broadband router with built in firewall and vpn access, and low dollar
wireless access points.  The router is nice, and I have several of them but
the wireless products really sucked and he threw the RD dollars out the
door, and never marketed the products and pretty much gave the products away
to employees really cheap.  Now to see this after throwing all that money
away surprises me, plus this is the first time I have seen John contradict
himself.  Now I just hope they Ciscoize the products and our home wireless
networks will get much cheaper :)

d-

-Original Message-
From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of
Elijah Savage
Sent: Thursday, March 20, 2003 9:50 AM
To: [EMAIL PROTECTED]
Subject: Why did Cisco do this? Off Topic [7:65834]

Cisco buys Linksys.

http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
5141_1048177983.varp=CSCO


-- 
BSD is for people who love Unix -
Linux is for people who hate Microsoft




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RE: Why did Cisco do this? Off Topic [7:65834]

2003-03-20 Thread Hanna, Keith
to buy into a huge growth market?
Especially in an area which they do not really cover at the minute (home
user)...
Personally, I think it was only a matter of time - they announced earlier
this year they were looking to buy companies to expand into growth areas in
which they currently have little (or no) involvement at the minute.
Also, they have just recently bought someone who provides voice technology
(Signal or something I think) in their IP phones.

I would expect them to be going for someone in the storage arena next,
they've also said they want to expand/improve their network storage product
stuff.

just my $0.02

-Original Message-
From: Elijah Savage [mailto:[EMAIL PROTECTED]
Sent: 20 March 2003 14:50
To: [EMAIL PROTECTED]
Subject: Why did Cisco do this? Off Topic [7:65834]


Cisco buys Linksys.

http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a5141_1048177983.varp=CSCO


-- 
BSD is for people who love Unix -
Linux is for people who hate Microsoft




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Re: Why did Cisco do this? Off Topic [7:65834]

2003-03-20 Thread The Long and Winding Road
Elijah Savage  wrote in message
news:[EMAIL PROTECTED]
 Cisco buys Linksys.


http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
5141_1048177983.varp=CSCO



Note that Cisco will continue with the Linksys name and operate the company
as a separate division.

Cisco failed miserably in the SOHO / Consumer market. But there is a LOT of
money to be made there. So Cisco did what Cisco does - go out and buy a
company that does it right.

The advantage of operating the acquisition under its existing name, and
operating it separately is that Cisco doesn't get into the game of trying to
make their products interoperable from top to bottom. Part of their earlier
problem is customers expected seamless integration of the low end with the
high end, and Cisco couldn't make it happen. Linksys comsumer products -
wireless, DSL, cable, switches, etc are great products, especially for the
home market. Now Cisco is in the market as a player, not a wannabe.




 --
 BSD is for people who love Unix -
 Linux is for people who hate Microsoft




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Re: Why did Cisco do this? Off Topic [7:65834]

2003-03-20 Thread Scott Roberts
why not?

my boss came to me this morning prior to the announcement and thought they
were going to say they were buying checkpoint!

scott

Elijah Savage  wrote in message
news:[EMAIL PROTECTED]
 Cisco buys Linksys.


http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
5141_1048177983.varp=CSCO


 --
 BSD is for people who love Unix -
 Linux is for people who hate Microsoft




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Re: Why did Cisco do this? Off Topic [7:65834]

2003-03-20 Thread Jim Devane
Not yet. But with Broadcom now in charge of security technology, we can
probably expect big changes in the PIX line or seeing the PIX move to the
SOHO market and a new introduction of a Carrier Class firewall. (hopefully)


- Original Message -
From: Scott Roberts 
To: 
Sent: Thursday, March 20, 2003 11:13 AM
Subject: Re: Why did Cisco do this? Off Topic [7:65834]


 why not?

 my boss came to me this morning prior to the announcement and thought they
 were going to say they were buying checkpoint!

 scott

 Elijah Savage  wrote in message
 news:[EMAIL PROTECTED]
  Cisco buys Linksys.
 
 

http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
 5141_1048177983.varp=CSCO
 
 
  --
  BSD is for people who love Unix -
  Linux is for people who hate Microsoft




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Re: Why did Cisco do this? Off Topic [7:65834]

2003-03-20 Thread nrf
The Long and Winding Road  wrote in
message news:[EMAIL PROTECTED]
 Elijah Savage  wrote in message
 news:[EMAIL PROTECTED]
  Cisco buys Linksys.
 
 

http://www.quicken.com/investments/news/story/?story=NewsStory/BW/20030320/a
 5141_1048177983.varp=CSCO
 


 Note that Cisco will continue with the Linksys name and operate the
company
 as a separate division.

 Cisco failed miserably in the SOHO / Consumer market. But there is a LOT
of
 money to be made there. So Cisco did what Cisco does - go out and buy a
 company that does it right.

To be fair to Cisco, it is extremely hard to serve 2 distinct markets well.
Cisco dominates in the enterprise/government market which demands features
and integratability.  Margins are high, sales are done mostly through the
channel, and brand-name recognition and the 'golden halo' of the Cisco name
are important.  The SOHO market is different.  Price is paramount, margins
are low, and practically everything is done through retail.

True indeed, there is good money to be made in the SOHO market.  But it
requires an entirely different mentality where competition is brutal and you
have to construct a high-volume, low-margin business model - a far cry from
the Cisco we know and love. It's the difference between operating
Neiman-Marcus and Walmart.


 The advantage of operating the acquisition under its existing name, and
 operating it separately is that Cisco doesn't get into the game of trying
to
 make their products interoperable from top to bottom. Part of their
earlier
 problem is customers expected seamless integration of the low end with the
 high end, and Cisco couldn't make it happen. Linksys comsumer products -
 wireless, DSL, cable, switches, etc are great products, especially for the
 home market. Now Cisco is in the market as a player, not a wannabe.



 
  --
  BSD is for people who love Unix -
  Linux is for people who hate Microsoft




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