Cisco Developing Standalone Networking OS, Report Says (crn.com)
Cisco has built a new network operating system that will allow users to run its most sophisticated networking features on older and lower-cost Cisco routers and switches, according to a report. From a report: The move to potentially disrupt its networking hardware business was first reported by The Information, which said that Cisco, for now, is not looking to have its network operating system available for non-Cisco switches. Customers who want to run the new operating system, known as Lindt, will be able to move away from switches based on proprietary high-performance Cisco chips to Cisco hardware that works with lower-cost chips, according to the report.
"No ever got fired for buying Cisco."
This is only a surprise outside of large enterprises.
Open Flow (SDN) is threatening them at the high end, and there are multiple competitors at the low/mid market---including Dell, who bought Force10 and is pushing their network and storage products very seriously.
Dell now owns VMware, EMC, Compellent, and Force10. They only need power delivery and UPS to offer a complete datacenter.
Cisco cannot justify insane pricing in the face of so many capable competitors. Especially when their attempts to expand into cloud services failed so miserably. Their hardware offerings outside of network gear are almost laughable.
Cisco can probably survive another 10-20 years if they compete well with their gear. The gear has always been solid, and the problem has always been a combination of lock-in and price. Competing on price will keep them a while, especially with their track record, but they will need more than competitive network gear to survive long-term.
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According to the latest ruleset, this post should be modded as Vorpal Flamebait +5.