Overview of Today’s Newsletter Topics

Cisco is a remarkably vibrant $40B company doing business in a challenging industry where product prices are rapidly commoditized. Networking equipment is highly standardized and there is no shortage of vendors that are happy to sell at a lower (than Cisco) price. Through this all Cisco continues to transform, evolve and delivery innovative products to the market. Today Cisco introduced the Nexus family of switches. In December Cisco introduced the TrustSec architecture, both of which we describe briefly here and cover more thoroughly in reports for our clients. Both are excellent and fascinating examples of what a vibrant company with dominating market share (Cisco probably prefers we don’t use that term but let’s call a spade a spade) can do even in such a constrained market space.