Mr. Michael Horsch Fizz

GLG News by Mr. Michael Horsch Fizz, Senior Advisor

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Analysis of:Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

Balancing a Load

February 27, 2009

Analysis of:Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability;  -Nortel (Alteon) clients win;  -Radware may increase their market reach.  -Competition is already going after existing Nortel clients.

There are lucrative sweet spots.

April 11, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions.  There are profits to be made during these next few quarters.  

Is the Bulk muscle or fat?

November 20, 2006

Analysis of:Sun Bulks Up HPC Offerings | www.eweek.com

1) Sun is better positioned today than in the last three years.

2) No longer stepping on their own shoelaces.

3) In IBM's shadow.

A lot of players on the river.

November 20, 2006

Analysis of:Riverbed goes with the flow | www.techworld.com

1) The waters are heating up with old and new competitors.

2) Will continue to grow in the next three quarters - and then....

Channel refocus could make the difference.

October 5, 2006

Analysis of:Citrix Appoints New U.S. Channel Chief | www.crn.com

If they execute well with partners they can gain mind share in the very large reseller space resulting in faster gains in market share;

Regain credibility with partners serving the enterprise space;

Must move fast due to similar changes in channel management within their competitors.  As one example - McAfee appoints R. King to head Sales

Numbers Are Deceptive - A Trend Continues

September 14, 2006

Analysis of:Gartner: Storage Hardware Sales Up For Top Vendors, Down For 'Others' | www.crn.com

1)  Storage growth in the enterprise space will continue due to strong client demand coupled with technological advancements.

2)  Numbers are deceptive.  When considering OEM relationships the market share numbers are deceptive.

3)  Future of NetApp is strong.

Sun is rising (maybe)

September 7, 2006

Analysis of:Sun Grabs No. 3 from Dell | www.redherring.com

1) Technological advancements are meant to be leapfrogged.
2) Opportunity to take market share sits squarely in the hands of Sun's reseller and SI's.

CA's Cart of Apples Wobbles but does not Spill

May 16, 2006

Analysis of:CA CTO To Exit Company | newsletter.crn.com

Barrenechea’s departure not long after an outline of what he will focus on has and will upset but not spill CA’s cart of apples. His focus was on implementing their product strategy. The challenge was to succeed with their diverse present suite of products coupled with those from the Concord Communications, Netegrity and Niku buys. Depending on the vertical, client demand for sewing together the swatches of products in the enterprise space is good to excellent and CA has a great opportunity.  It’s better than dragging out the inevitable.

Why F5 stays in the lead and.....

April 25, 2006

Analysis of:F5 Edges Out Cisco in Application Delivery | www.crn.com

1)For the enterprise space most initiatives in the area of enterprise application development are IP based. As a result we have seen our client demand for network application acceleration, management and acceleration experience 6 to 9% quarter over quarter growth for the last ten quarters.

2) We expect even stronger total growth for 2006. F5, Packeteer, Radware and Cisco will experience faster growth but the total pie will grow even faster. At the end of 2005 we have seen both major and minor vendors successfully scramble into the mix mostly through acquisitions. Juniper and Citrix are just two.

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