Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

Explained: Systematic, Synergistic, and Strategic

The Important A strategy is a vision of desired change/outcome, and the way to get to that outcome. Decision makers across a company’s value chain must consider how to align to the outcomes desired by the strategy, and not get stuck in old thinking This consideration must be systematic, otherwise disconnects will occur, synergies will…

Value Generation Framework

The Important In a world of growing digital transformation, few industries can afford to ignore the new reality of how customer experience expectations have changed. The best way to compete in the future, is to create the future. Creating the future is the function of creatives. The traditional concerns of strategy processes, the three C’s:…

5G: Look for where motivation and creativity is high

The Important Nothing in life is a given, especially when industries hit the mature part of the curve Incentive, creativity, passion, purpose, and public/private sector collaboration can make a difference. Look for these elements when creating 5G investment strategies. Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link…

Business model: a large range of meanings from SKUs to value.

When people say they are doing “Business Model Transformation” they might mean anything from SKU-based financing to value chain reengineering. It is important to know which, especially for the company doing business model transformation.

Open Source Software is not a Business Model – You have to create that

The Important Open source software: is a development and/or software source code licensing model. does not dictate or describe how value is created, delivered, and captured by a business. Any business using open source code: may face the need to have a non-product model and/or a tiered licensing model must have clarity about who buyers…

Network as a Subscription – Opportunity to change the game

Information technology in general, and networking specifically, have benefited greatly from silicon economics for decades. Consistent gains in networking price/performance have been on the capital expense side / hardware procurement. Operations gains have not benefited as much, and are increasingly a barrier to productivity. ┬áNetwork managers can benefit from replacing large operational expenses, with smaller,…