This week, Cisco Live! kicks off in San Francisco. Live! is Cisco’s annual global user conference and it’s the place to be for anyone who wants to learn more about Cisco, or just networking trends in general. Formerly known as Networkers, the show has steadily increased in size as Cisco has grown from a small network pure-play to a massive vendor that now deals in many adjacent markets, such as servers, collaboration, cloud, security and mobility.
Recently though, Cisco’s business model and CEO have come under attack as the threat of SDNs loom large on the horizon. It seems not a week goes by that I don’t hear the chatter of how SDNs will commoditize the traditional network since the perception is that the world is embracing pure software solutions on commodity infrastructure.
My opinion is that this fear is highly over-rated. In fact, the commoditization of the network is something that’s been rumored and discussed for the past 20 years, but it’s never happened. My thesis is that most of the struggles that Cisco has faced over the past few years have been more product transition and global macro-oriented than anything, and this past quarter seems to have supported that.