9 thoughts on “You don't need to be "social" to profit from networks”

  1. Silly pet Arista reporter. Juniper rose to 30 percent market share in 2000, and now are down to 28 percent, with a dying set of products and customers. He is not doing arista any favours by comparision. Arista is just another box vendor like dozen others, all feeding off Cisco’s success, and dreaming to be big ‘one of these days’. Long wait.

    1. Given that even Juniper took a while to hit its stride, I wouldn’t write them off as quickly. The trends have finally converged for them and so has the market. It might have taken them a long time but they are growing really fast and are boosting their profits.

  2. Every other company that produces (or assembles in case of Arista) networking products think they are competing with Cisco, but in reality they are helping Cisco grow big time, by identifying the gaps. There is nothing in this world that Cisco can’t produce, and in time. Cisco has done it regularly and has done better. Arista shall either be a history or an acquisition in coming future.

    1. Hari

      Fair points. However Cisco is trying to deal with many markets and problems. I think there is an opportunity for its rivals to standout and it all depends on Cisco’s ability to move fast and strike back.

      Let’s see how it all shakes out.

    2. Hari, not sure I understand your point of producing vs assembling? The Cisco Nexus 3064 is a merchant silicon system, as were many of the Catalyst 29xx series as are the Cisco ISRs. The Arista portfolio is based on similar merchant silicon.

      The innate value though, to all of us who use network products is that we use the software, the hardware the accelerates some function the software enables. From interacting with Arista (I am not an employee of Arista or any other networking vendor) I have seen that they are far more focused on developing their software – and this is the key differentiator, not on feature depth – but on feature velocity enabled by a coherent and modern software architecture.

      Cisco’s OS architecture is decades old – this was made painfully obvious to me a few weeks ago when entering one command ‘show vlan’ crashed the entire Nexus 7000 – brilliant. Clearly this is an endemic problem of massively distributed uncoordinated teams with no clear leadership and no common architecture. Cisco was a great company in the 90s, and it seems the model that made them great is the model Arista is following today.


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