Pat, re:IBM/CSCO
This is what I think:
IBM also said it will move its networking equipment customers to Cisco.
[What exactly does this mean?]
IBM will service CSCO customers.Such deal can happen to any networking vendor and is good for IBM
The $2 billion covers the supply of components, including chips and switches, to Cisco, according to Kevin Reardon,
director of strategy at IBM's technology group. The services agreement is separate, he said. Communications chips form
the central nervous system of equipment like routers and switches. Routers act as traffic cops, sending data only where it
is authorized to go.
[Does this mean we'll see a separate services announcement?]
not separate announcement but it is separate agreement
This push, like major strategic initiatives from Big Blue over the last 12 months, is coming from IBM's Technology Group,
which sells disk drives, displays, and a variety of chips to customers like Dell Computer, Compaq Computer, Acer, and
EMC.
[So, IBM's selling these kinds of products to CSCO?]
IBM is supllying chips and ACICS to many vendors incluing NN.
As part of the agreement IBM will move its router and switching customers to Cisco equipment, according to Reardon.
"They will migrate from IBM to Cisco," he said.
[Is this a major shift for IBM? Whose routers and switches were they using before? Since IBM has an agreement with ATT
for its Global Managed Services, wouldn't T have to change vendors to affect NN?]
remember that CSCO is a big player in enterprise market
and many corporations which are serves by IBM will use CSCO
routers and switches for enterprise.
THis has nothing to do with IBM recovery network or other netwotk build by ATT solution( core and VPN).
In fact Cisco could actually be accessing NN's ATM via ATT's Global Managed
Network!
ATT has bought from IBM their network not services!!!
Zbyslaw |
