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Michael Horsch Fizz, Principal Advisor

Michael Horsch FizzPrincipal AdvisorFCI Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

August 5, 2009

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.

Michael Horsch Fizz, Principal Advisor

Michael Horsch FizzPrincipal AdvisorFCI Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Balancing a Load

February 27, 2009

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.

Michael Horsch Fizz, Principal Advisor

Michael Horsch FizzPrincipal AdvisorFCI Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

There are lucrative sweet spots.

April 11, 2008

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.  

Cliff McElroy, Officer

Cliff McElroyOfficerGCD Investments What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Economic slowdown for network vendors

April 2, 2008

Cisco Signals Trouble Ahead | money.cnn.com

I will agree, that a collapse is overkill. But I see a softening of transactions and more projects help up at CFO level and because companies can't hire, and retain talent efficiently. This talent is the hold up of implementing new technologies, none the least is datacenter challenges around power.  Wan Opt product realization of layer 4 possible challenges, may change course of companies looking for wan opt done at layer 3 instead.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

VmWare is no longer in a blue ocean

November 13, 2007

VMware's Dominance Questioned | www.thestreet.com

VmWare must grow via the channel. VmWare must support their current customers. VmWare must continue to innovate to stay ahead of the competition.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

SOA is a Journey, Not a Destination

September 25, 2007

SOA Market Forecasted at $15.4B by 2013 | www.gridtoday.com

SOA can be very useful if done correctly. SOA will be subjective. Vendor by Vendor SOA must be tied to policy.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sun Competes at UNIX Level

September 7, 2007

Does Citrix Stand A Chance Against VMware In Virtualization? | seekingalpha.com

Sun Solaris 10 containers and LDOMS offer similar capabilities in the UNIX space. No other UNIX provider owns the chip the way Sun does SPARC. Virtualization may be a crowded space soon.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Sun, SOA and See Beyond

August 14, 2007

IBM, Novell Team to Tap Open Source App Servers | opensourcepbx.tmcnet.com

Sun has a viable alternative to IBM, Oracle, BEA, and JBoss. Sun's position in the market is unclear. SOA may slow sales of product for everyone.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Virtualization is Still Not Sure What it Wants to be When it Grows Up

July 10, 2007

Embracing the World of Virtualization | www.minyanville.com

Virtualization is beginning to move beyond consolidation. Virtualization introduces security and data management issues. Virtualization has no real standards at this time.

Stephen SpressertSales DirectorDATALINK CORPORATION What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Standard and Validated deployments the key to secured and manageable virtualized environments

June 5, 2007

Management, security challenges threaten virtualization's success | www.networkworld.com

Standard architecures will avoid common pitfalls when introducing virtualization technology Broad use of virtualization in production environments is not here yet. Virtualization as a whole is in it's infancy, thus future security and management needs are not yet understood.

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