Cisco u Kini i Aziji...ode mas' u propas'

Cisco, ikona IT firmi, nasao se u ozbiljnim problemima, koji samo mogu da se pogorsaju.

Pad prodaje, pre svega u Aziji, vidi se na sve strane. Znaci li to da Cisco oprema vise ne treba? Ne, taman posla, treba jos vise - samo ne od Cisco.

Huawei, kineski proizvodjac te iste opreme, savladao je tehnologiju i pravi isto dobre i 70% jeftinije masine. Poznat je i kao "Cisco fucker".

Isecak iz clanka koji sledi, sta je sredilo Cisco:

China now has enough 'good enough' technology vendors like Huawei and ZTE that they don't need to buy from us any more.


Kako je do toga doslo?

MBA degree holders, savetovali su da svako ima prisustvo u Kini, ogromno trziste, nezasiceno. Pogresili su u dve stvari.

1. Bili su rasisti. Da, rasisti. Cak su i pisali "Mozes li da zamislis kinesku protivpozarnu vezbu". Kao da se radi o majmunima koji ce morati da kupuju i nikada nista sami nece znati da naprave.

2. U Kini se ide u skolu 250+ dana, ne kao u Americi, 180 dana. Azijati imaju bar 3 meseca skolovanja godisnje vise nego Amerikanci. Kada milijarde ljudi to rade (Kina, Indija, Koreja, Japan, Singapur, Tajvan), u jednoj generaciji se to pokaze, kao sto postaje vidljivo danas.
Nema veze kako su skole opremljene, dzaba kompjuteri, znas samo ono sto na prste mozes da izracunas a ne uz pomoc kompjutera.
Vidi samo Koreju: u jednom radnom veku su u-20cetvorostrucili prihode pojedinaca.

3. Kinezi i Indusi su savladali dobar deo know-how, sa obrazovanom radnom snagom isplivavaju na vrh, za 5-10% cene americkih proizvodjaca.

Danasnji lideri IT industrije nisu MBA kriminalci u odelima (i sa BlackBerry) nego inzenjeri u "hoodies".

Naredni clanak je prenet sa najboljeg IT sajta na planeti, The Register


BIG trouble in BIG China: Cisco shares fall off a cliff as CEO warns of slump

Networking giant disappoints Wall St, wobbles at sight of Huawei and pals
By Jack Clark, 13th November 2013 7 Related stories

Cisco's shares slumped ten per cent in after-hours trading on Wednesday after the networking kingpin copped to terrible performance in emerging markets.

The hardware giant squeezed $2.9bn in net income (up 11.6 per cent year on year) out of revenues of $12.1bn (up 1.8 per cent) in the third quarter of 2013. The company beat Wall Street's earnings estimates, but missing an expectation of $12.36bn for revenue.

What walloped the stock price, though, was weak guidance from Cisco chief John Chambers – who warned of a 10 per cent drop in sales in the next three months – on the back of a tough sell environment in its emerging markets.

Cisco's sales to emerging markets shrunk 12 percent from the previous quarter, following on from that period's 3 per cent fall in sales to Asia and a 6 percent slump in China.

Cisco chief John Chambers said on a call discussing the earnings that: "China continued to decline as we and our peers worked through the challenging political dynamic in that country."

Translation: China now has enough 'good enough' technology vendors like Huawei and ZTE that they don't need to buy from us any more.

China was the main anchor dragging down Cisco's emerging markets sales last quarter, so we reckon this is a continuation of that decline. Cisco had tried to prepare for this tough environment in the previous three months by canning 4,000 staff – a decision that may help future earnings, but has not done anything to stem the loss in this crucial market.

Wall Street got a further spook later on in the call when the company revealed that revenues could decline a whopping eight to ten percent in the next quarter as it faced an increasingly "challenging" environment.

"While our revenue growth was below our expectation, our financials are strong, our strategy is strong and our innovation engine is executing extremely well," Cisco chief John Chambers said in a canned statement.

Some of that innovation comes in the form of Insieme, which is Cisco's software-defined networking technology. Unlike most other SDN companies, Cisco is developing a product that closely couples its software to its hardware – a design method that runs contrary to the desires of big kit buyers such as Facebook, which have been compelled to build their "own" open gear in response to Cisco's shoring up of its traditional business. ®