18 de July de 2018

AWS will make switches to go after Cisco – report

Rumours emerged late last week that AWS plans to make and sell white box switches for you to use on-premises.

Citing a couple of folk familiar with the plan, The Information framed a story as AWS using white box switches to go after Cisco by undercutting it on price. Causation hasn’t been proven, but Cisco’s share price shed about five per cent of its value not long afterwards.

Maybe the report is right. But if so it’s a very odd move indeed for AWS as the company consistently tells world+dog that it thinks all workloads are headed for the cloud. Building on-prem hardware would be a major diversion into a market AWS thinks will shrink!

Doing something for hybrid networks make a bit more sense, because AWS now recognises that hybrid cloud has legs. Between VMware-on-AWS , the AWS virtual storage appliance and the Virtual Private Cloud (VOC) tool that can include on-prem resources in a network, AWS has a few irons in the hybrid fire. It also has the Direct Connect service to speed movement of data between kit in some designated commercial data centres and its own bit barns (which are almost certainly co-located).

From the networking desk: Cisco isn’t standing still

The idea that AWS could eat Cisco’s lunch also assumes that Switchzilla is standing still – and it’s not. Google and Facebook telegraphed Amazon’s punch long ago, and Cisco is already in motion.

Its more than a year since Cisco plunged into virtual network functions with the Enterprise Network Compute System, which split the functions of branch CPE from the box that makes the network connection.

In March 2018 Cisco went even further, announcing a completely disaggregated cut of its IOS XR operating system that can run on third-party servers.

Its May results announcement confirmed the strategy is working: Cisco’s iron showed flat growth, but a 19 per cent rise in its applications revenue helped the company record four per cent year-on-year third quarter growth. – Richard Chirgwin

It’s therefore not hard to imagine that AWS could go down the same route as its virtual storage appliance with a virtual switch that improves on Direct Connect and VPC, and improves its hybrid cloud story along the way.

Building a virtual switch tied to a white box design wouldn’t be a stretch for AWS – it already has this kind of kit all over its data centres. Making such devices available to customers in the service of a wider hybrid play makes sense. And would take a little bark off Cisco’s hide.

Or perhaps AWS has a plan to shake up the networking business by making network services an as-a-service concern that we consume by the hour?

At this point some of you might counter that selling anything that runs on-prem requires enormous channel and support operations, and that while AWS has a fine channel and a growing consulting operation going out into meatspace to fiddle with hardware just isn’t in the company’s DNA.

But AWS’ parent company is very good at having stuff delivered in a hurry and has long considered hardware needs to be hot-swappable. So a device with built-in redundancy that just plugs in and works, backed by a rapid replacement service, could be feasible.

But even if that’s the plan, why stop at networking? A white box switch is basically a server. Nutanix’s partnership with Google, VMware-on-AWS and Azure Stack all show there’s a market for hybrid clouds in which the on-prem and cloudy portions behave identically. If AWS goes to all the trouble of taking its networking code into a white box, why not also do compute and storage?

We may never know, as The Information’s sources weren’t sure the switches were more than an experiment. But we did learn, last week, that AWS is willing to do custom jobs for really big clients and then turn them into products, because it did just that for Netflix.

So perhaps there’s some truth in the matter. But it’ll be a while before we know as The Information says the kit will go on sale “within the next 18 months”. ®

Sponsored:
Unleash the potential of all-flash storage in your Data Center with Huawei

Article source: https://www.theregister.co.uk/2018/07/16/aws_on_prem_white_box_switch_rumour/

Amazon May Seek Cloud Computing Partner Among Cisco, Arista …

Shares in Arista Networks (ANET) and Cisco Systems (CSCO) rebounded Monday amid recent speculation that Amazon.com (AMZN) may dive into their networking gear market. One analyst said Amazon may seek a cloud computing partner rather than a rivalry with suppliers.

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A report that Amazon’s cloud computing unit could sell home-grown data switches to business customers sent down shares in Cisco, Arista and Juniper on Friday. On Monday, Cisco stock bounced back 1.7% to close at 42.50 on the stock market today. Arista climbed 1.6% to 270.84. Juniper Networks (JNPR) was unchanged at 27.86.

One possibility is that the e-commerce behemoth could be interested in selling networking gear only to its cloud customers rather than companies generally, analysts say. Amazon Web Services is the largest provider of cloud services. Its customers rent computing resources via internet connections.

“We believe AWS isn’t a direct competitive threat to the incumbent networking vendors, but there could be a broader hybrid cloud strategy at play,” UBS analyst Tejas Venkatesh said in a report to clients Monday. “Every cloud vendor is partnering to address hybrid cloud: Google with Cisco and Nutanix (NTNX), Microsoft Azure with Cisco, Hewlett Packard Enterprise (HPE) and others. And, AWS with Red Hat (RHT) and VMware (VMW).”

AWS as well as Facebook (FB), Microsoft (MSFT) and Alphabet‘s (GOOGL) Google develop their own computing hardware for high-performance data centers that provide cloud services. The data centers are packed with computer servers.

One goal of the cloud companies is creating hybrid infrastructure that links private corporate data centers and shared, web-based facilities. To do that, Google and Microsoft have partnered with tech hardware and software companies.

Amazon Looking To Partner?

Amazon could be next, says Venkatesh. He says Amazon’s networking gear uses Cumulus or internal software. Startup Cumulus is a rival of Arista. Amazon lowers costs by running its software on “white box” hardware provided by Asian suppliers, he says.

Amazon is just one cloud computing stock to watch as companies shift tech spending.

If Amazon jumps into the networking market, Juniper Networks has the most to worry about. Meanwhile, two analysts see Cisco and Arista as better positioned near-term.

“Ultimately, we believe Juniper is most exposed to this development, while Cisco and Arista Networks are in better position to compete given their solid switching products, strong customer following and installed bases,” Credit Suisse analyst Sami Badri said in his note to clients.

Juniper Most At Risk?

Piper Jaffray analyst James Fish agrees.

“The most at-risk vendor in our view is Juniper due to its exposure to Amazon as a customer, the growing amount of switching revenue, and the differentiation of its products still remaining on hardware over software,” he said in a report. “Cisco is most at risk longer-term, but the ongoing transition likely limits this risk.”

Arista Networks reports earnings on Aug. 2. Arista ranks No. 26 in the IBD 50 roster of fast-growing companies. Arista stock has been consolidating with a technical buy point of 311.77.

Cisco stock has dipped below its 50-day-moving average, a bearish sign. Amazon rose 0.8% to 1,827.67. Amazon stock has surged nearly 80% from a year ago.

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Article source: https://www.investors.com/news/technology/amazon-cloud-computing-networking-switches/

Selling Premium On Cisco And Arista – Arista Networks, Inc. (NYSE …

The News

On Friday, July 13th, news dropped that Amazon (AMZN) is planning to sell its own networking switches to customers. Switches are part of the enterprise computing market and move data traffic around networks. The Amazon switches would use unbranded hardware and open-source software. They would also include built-in connections to the Amazon Web Services cloud where they could access servers and storage. This would hypothetically take market share away from existing producers of network switches such as Cisco Systems (CSCO), Arista Networks (ANET), and Juniper Networks (JNPR). Reports have stated that Amazon’s switches could launch for sale within the next 18 months at a steep discount to current offerings. Current customers of Amazon will likely be the first target market for the switches when (and if) they are brought to market.

The Reaction

Networking companies CSCO, ANET, and JNPR sold off after the news was released on Friday. CSCO was down 4.13%, ANET was down 4.26%, and JNPR was down 2.28%.

ChartCSCO Price data by YCharts

As can be seen from the chart above, there was a sudden dip in stock price for all three stocks shortly after the news was released, and a small rebound from the lows of the day.

Analysts have already been jumping to the defence of the networking companies, with RBC’s Mitch Steves remaining bullish on CSCO and ANET. Both companies have solid businesses with potential for continued growth. The Amazon bombshell remains unverified and Amazon switches will likely not enter the market any time soon.

Trade Ideas

After looking at the options chains of ANET, CSCO, and JNPR, a trade in ANET looks like the best way to profit from the recent moves in stock price. This is a neutral/bullish trade that assumes the market is overreacting, and that ANET’s stock price will remain stable. With such a sudden move down in the stock price with a rebound already occurring towards the end of the day, further downside seems limited and unlikely in the short term for ANET and CSCO. An advantage of choosing ANET is the higher stock price. You will likely pay less commissions because you can trade less contracts to get a trade of the same size compared with options on a lower priced stock.

When selling premium, I like to look at options with expiration dates 30-45 days out, to give my trade time to be right, while also taking advantage of the rapid time decay in the value of options as they near their expiration. Looking at options on ANET of the expiration Aug. 17, 2018, investors could sell the puts with a 240 strike price and buy puts with a 230 strike price. This trade would be profitable if ANET trades above 240 minus the premium collected for the trade. It is also necessary to consider that ANET has earnings coming up on August 2nd.

For a less capital intensive trade, investors could consider turning this trade into an iron condor by selling a call spread. Investors could sell the 310 calls and buy the 320 calls with the previously discussed put spread to create an iron condor. The short contracts would expire worthless and the trader would collect the full premium of the trade if ANET trades between 240 and 310. As of this writing, this trade has a max profit of $313, and a max loss of $687 for a one contract trade. The call strike of 310 is just slightly lower than ANET’s all-time high of $311.67.

For a slightly more bullish trade, a trader could simply move up the strike price of the put options by $10, selling the 250 puts and buying the 240 puts. This trade assumes that near-term downside to ANET’s stock has been mostly priced in, and that the coming earnings will be neutral to bullish. The trade would now collect $403 in premium, with a max loss of $597. One significant downside of turning this trade into an iron condor is the possibility of a bullish earnings surprise from ANET. Considering this, leaving the trade as a bullish put spread may be safer.

ChartANET data by YCharts

Similar trades may be made using options on CSCO. One advantage of trading CSCO is that there is a higher volume of options trading on the stock. CSCO also has earnings later in the month, on August 15th. A trader selling premium with an expiration date of August 17th would probably want to close their trades early to avoid the chance of large swings in the price after earnings. One would also need to trade a larger quantity of CSCO options due to the lower stock price of CSCO, which can lead to higher commissions. I favor ANET for the discussed trades because of the higher stock price and the ability to collect more premium on the trades due to the higher implied volatility of the stock (CSCO has an IV rank of 55.2, whereas ANET has an IV rank of 74.8 [source: tastyworks]).

ChartCSCO data by YCharts

For all of these trade ideas, it is often a wise strategy to take profits early if the trade moves in your favor. If you are unsure of when to take profits, a good rule of thumb is to close the trade once you can secure 50% of the premium in profits.

Conclusion

This trade takes advantage of a drastic swing in the prices of stocks as the market reacts to news. I recently completed a similar trade after news of AMZN acquiring the online pharmacy Pillpack was released. Pharmacy stocks, including Walgreens (NASDAQ:WBA), reacted negatively with large moves of over 8% downwards on the day. On 7/02, WBA stock was still down but starting to show signs of recovery, so I decided to sell bull put spreads in WBA. I closed the trade on 7/06 and was able to collect over 50% of the premium (sold for .44 credit, closed for .19 debit). This is an example of how a similar trade can be closed for a profit in a short amount of time as the stock price stabilizes after the volatility shock of negative news. Hopefully, the ANET trade will be a similar story.

Disclosure: I/we have no positions in any stocks mentioned, but may initiate a long position in ANET over the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I may trade options in the discussed stocks over the next 72 hours.

Article source: https://seekingalpha.com/article/4187419-selling-premium-cisco-arista

Report claims AWS will make switches to go after Cisco

Rumours emerged late last week that AWS plans to make and sell white box switches for you to use on-premises.

Citing a couple of folk familiar with the plan, The Information framed a story as AWS using white box switches to go after Cisco by undercutting it on price. Causation hasn’t been proven, but Cisco’s share price shed about five per cent of its value not long afterwards.

Maybe the report is right. But if so it’s a very odd move indeed for AWS as the company consistently tells world+dog that it thinks all workloads are headed for the cloud. Building on-prem hardware would be a major diversion into a market AWS thinks will shrink!

Doing something for hybrid networks make a bit more sense, because AWS now recognises that hybrid cloud has legs. Between VMware-on-AWS , the AWS virtual storage appliance and the Virtual Private Cloud (VOC) tool that can include on-prem resources in a network, AWS has a few irons in the hybrid fire. It also has the Direct Connect service to speed movement of data between kit in some designated commercial data centres and its own bit barns (which are almost certainly co-located).

From the networking desk: Cisco isn’t standing still

The idea that AWS could eat Cisco’s lunch also assumes that Switchzilla is standing still – and it’s not. Google and Facebook telegraphed Amazon’s punch long ago, and Cisco is already in motion.

Its more than a year since Cisco plunged into virtual network functions with the Enterprise Network Compute System, which split the functions of branch CPE from the box that makes the network connection.

In March 2018 Cisco went even further, announcing a completely disaggregated cut of its IOS XR operating system that can run on third-party servers.

Its May results announcement confirmed the strategy is working: Cisco’s iron showed flat growth, but a 19 per cent rise in its applications revenue helped the company record four per cent year-on-year third quarter growth. – Richard Chirgwin

It’s therefore not hard to imagine that AWS could go down the same route as its virtual storage appliance with a virtual switch that improves on Direct Connect and VPC, and improves its hybrid cloud story along the way.

Building a virtual switch tied to a white box design wouldn’t be a stretch for AWS – it already has this kind of kit all over its data centres. Making such devices available to customers in the service of a wider hybrid play makes sense. And would take a little bark off Cisco’s hide.

Or perhaps AWS has a plan to shake up the networking business by making network services an as-a-service concern that we consume by the hour?

At this point some of you might counter that selling anything that runs on-prem requires enormous channel and support operations, and that while AWS has a fine channel and a growing consulting operation going out into meatspace to fiddle with hardware just isn’t in the company’s DNA.

But AWS’ parent company is very good at having stuff delivered in a hurry and has long considered hardware needs to be hot-swappable. So a device with built-in redundancy that just plugs in and works, backed by a rapid replacement service, could be feasible.

But even if that’s the plan, why stop at networking? A white box switch is basically a server. Nutanix’s partnership with Google, VMware-on-AWS and Azure Stack all show there’s a market for hybrid clouds in which the on-prem and cloudy portions behave identically. If AWS goes to all the trouble of taking its networking code into a white box, why not also do compute and storage?

We may never know, as The Information’s sources weren’t sure the switches were more than an experiment. But we did learn, last week, that AWS is willing to do custom jobs for really big clients and then turn them into products, because it did just that for Netflix.

So perhaps there’s some truth in the matter. But it’ll be a while before we know as The Information says the kit will go on sale “within the next 18 months”. ®

Sponsored:
Unleash the potential of all-flash storage in your Data Center with Huawei

Article source: https://www.theregister.co.uk/2018/07/16/aws_on_prem_white_box_switch_rumour/

Buy Cisco on the dip because the Amazon threat worries are …

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The decline in Cisco Systems shares last week is a good buying opportunity, according to Bank of America Merrill Lynch.

The firm reiterated its buy rating for Cisco Systems shares, downplaying the competitive threat from Amazon in the switch business.

The company’s stock declined 4.1 percent on Friday after a report by The Information that said Amazon Web Services is considering selling its own network switching devices.

The “negative reaction to Amazon switching threat overdone,” analyst Tal Liani said in a note to clients Monday. “AWS focus may limit the true market opportunity. We believe there is only a small part of the data center switching market that can utilize true white box solutions. Instead, we view Amazon’s potential solution as a switch designed to work with AWS, which represents an opportunity for Amazon, yet not something that would significantly threaten existing players.”

Cisco shares rose 1.7 percent Monday.

A “white box” product is a custom-built technology offering without a well-known brand name.

Liani reiterated his $53 price target for Cisco shares, representing 27 percent upside to Friday’s close.

The analyst said corporations tend to avoid so-called “white box” offerings due to lack of service and support. He noted most enterprises also use more than one cloud computing provider, which may limit the market for any AWS-specific switching product.

“Enterprise IT professionals would have to undertake a do-it-yourself integration approach when using white box solutions, versus traditional and brite-box switching vendors handling the integration and support of their solutions,” he said.

Tae Kim

Is AWS about to take on Cisco with network switches?

Shares of Cisco and other network equipment makers have fallen after a report that Amazon Web Services (AWS) was considering selling its own network switches to business customers at much lower prices.

Cisco’s shares were down five per cent, wiping off nearly US$11 billion from its market capitalisation.

Meanwhile, shares of Juniper Networks and Arista Networks fell four per cent as investors feared that Amazon’s scale and pricing power could disrupt the sector.

The report comes days after Amazon sent shockwaves across the drug retailing sector with its move to buy small online pharmacy PillPack.

The networking devices will consist of open-source software and unbranded hardware known as “white-box” switches and come with built-in connections to AWS cloud services, such as servers and storage, the Information said.

Amazon May Be Gunning for Cisco – Yahoo Finance

A report from The Information on Friday sent shares of networking hardware companies like Cisco Systems (NASDAQ: CSCO), Juniper Networks, and Arista Networks tumbling. Amazon.com (NASDAQ: AMZN), the e-commerce and cloud computing giant, is reportedly toying with the idea of selling cheap white-box networking switches to enterprise customers.

A gateway to AWS

Amazon is already using white-box switches inside its data centers, according to The Information’s sources. Other large internet companies have taken that path as well, including Facebook and Alphabet‘s Google. Google has gone even further, designing its own custom chips for artificial intelligence.

Data cables plugged into hardware.Data cables plugged into hardware.

Image source: Getty Images.

But selling custom hardware to third-parties is a new frontier. Some customers are already reportedly testing Amazon’s switches, with a launch planned within the next 18 months. Amazon’s strategy will be focused on price, with plans to undercut the switches from Cisco by 70% to 80%.

Amazon’s switches will be unbranded and run open-source software. They’ll have built-in connections to Amazon Web Services (AWS), enabling customers to more easily operate in a hybrid-cloud configuration, where on-premise hardware is mixed with public cloud computing. That could help make the process of moving to the cloud simpler and less painful for large enterprises.

Given the reported pricing, Amazon probably won’t make much money from selling the hardware itself. Instead, the switches could drive more business to AWS, which is by far the most profitable part of Amazon.

Speaking to The Information, a Cisco spokeswoman downplayed the report: “Only Cisco offers an end-to-end intent-based networking portfolio that delivers assurance, industry-leading security, policy-based automation, and segmentation. We look forward to continue leading the industry on innovation and helping our customers simplify and manage their networks.”

Should Cisco be worried?

One thing to remember: Cheap white-box networking hardware is not new. Cheap alternatives to Cisco’s pricey hardware are also not new. If price were the only factor, Cisco wouldn’t dominate the market for networking switches. But it does, with a market share of 53.4% in the first quarter, according to IDC.

Other cloud computing companies have every incentive to work with networking hardware companies to fight back against the threat from Amazon. Cisco and Google are already collaborating, working on developing software that will connect data centers with Cisco hardware to Google’s cloud services. Cisco is also a partner for Azure Stack, Microsoft‘s hybrid cloud solution.

Amazon certainly shouldn’t be underestimated, but selling enterprise hardware for use in on-premise data centers is a very different business than renting public cloud computing resources. Swapping out hardware from Cisco or other providers isn’t trivial — there are meaningful switching costs. And AWS certainly isn’t the only game in town when it comes to hybrid cloud. Whether companies would want to lock themselves into AWS with Amazon’s switching hardware is an open question.

Amazon may ultimately abandon this effort, instead sticking with using the hardware in its own data centers. Even with low prices, winning market share will be a slog. Cisco has revamped its business model in recent years, moving to a subscription model with its latest Catalyst 9000 line of switches. Those products have proven popular, and the fact that they’re bundled with subscription software may make it even more difficult for customers to move away from Cisco. Cisco has increasingly become a seller of networking solutions, and that makes its products and services even stickier.

Cisco has been under attack from cheap commodity hardware for years. The company’s dominance has so far held up. Just like Amazon shouldn’t be underestimated, neither should Cisco.

More From The Motley Fool

John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Teresa Kersten is an employee of LinkedIn and is a member of The Motley Fool’s board of directors. LinkedIn is owned by Microsoft. Timothy Green owns shares of Cisco Systems. The Motley Fool owns shares of and recommends GOOGL, GOOG, Amazon, ANET, and FB. The Motley Fool has a disclosure policy.

Article source: https://finance.yahoo.com/news/amazon-may-gunning-cisco-223000969.html

Amazon May Be Gunning for Cisco

A report from The Information on Friday sent shares of networking hardware companies like Cisco Systems (NASDAQ: CSCO), Juniper Networks, and Arista Networks tumbling. Amazon.com (NASDAQ: AMZN), the e-commerce and cloud computing giant, is reportedly toying with the idea of selling cheap white-box networking switches to enterprise customers.

A gateway to AWS

Amazon is already using white-box switches inside its data centers, according to The Information’s sources. Other large internet companies have taken that path as well, including Facebook and Alphabet‘s Google. Google has gone even further, designing its own custom chips for artificial intelligence.

Data cables plugged into hardware.Data cables plugged into hardware.

Image source: Getty Images.

But selling custom hardware to third-parties is a new frontier. Some customers are already reportedly testing Amazon’s switches, with a launch planned within the next 18 months. Amazon’s strategy will be focused on price, with plans to undercut the switches from Cisco by 70% to 80%.

Amazon’s switches will be unbranded and run open-source software. They’ll have built-in connections to Amazon Web Services (AWS), enabling customers to more easily operate in a hybrid-cloud configuration, where on-premise hardware is mixed with public cloud computing. That could help make the process of moving to the cloud simpler and less painful for large enterprises.

Given the reported pricing, Amazon probably won’t make much money from selling the hardware itself. Instead, the switches could drive more business to AWS, which is by far the most profitable part of Amazon.

Speaking to The Information, a Cisco spokeswoman downplayed the report: “Only Cisco offers an end-to-end intent-based networking portfolio that delivers assurance, industry-leading security, policy-based automation, and segmentation. We look forward to continue leading the industry on innovation and helping our customers simplify and manage their networks.”

Should Cisco be worried?

One thing to remember: Cheap white-box networking hardware is not new. Cheap alternatives to Cisco’s pricey hardware are also not new. If price were the only factor, Cisco wouldn’t dominate the market for networking switches. But it does, with a market share of 53.4% in the first quarter, according to IDC.

Other cloud computing companies have every incentive to work with networking hardware companies to fight back against the threat from Amazon. Cisco and Google are already collaborating, working on developing software that will connect data centers with Cisco hardware to Google’s cloud services. Cisco is also a partner for Azure Stack, Microsoft‘s hybrid cloud solution.

Amazon certainly shouldn’t be underestimated, but selling enterprise hardware for use in on-premise data centers is a very different business than renting public cloud computing resources. Swapping out hardware from Cisco or other providers isn’t trivial — there are meaningful switching costs. And AWS certainly isn’t the only game in town when it comes to hybrid cloud. Whether companies would want to lock themselves into AWS with Amazon’s switching hardware is an open question.

Amazon may ultimately abandon this effort, instead sticking with using the hardware in its own data centers. Even with low prices, winning market share will be a slog. Cisco has revamped its business model in recent years, moving to a subscription model with its latest Catalyst 9000 line of switches. Those products have proven popular, and the fact that they’re bundled with subscription software may make it even more difficult for customers to move away from Cisco. Cisco has increasingly become a seller of networking solutions, and that makes its products and services even stickier.

Cisco has been under attack from cheap commodity hardware for years. The company’s dominance has so far held up. Just like Amazon shouldn’t be underestimated, neither should Cisco.

More From The Motley Fool

John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Teresa Kersten is an employee of LinkedIn and is a member of The Motley Fool’s board of directors. LinkedIn is owned by Microsoft. Timothy Green owns shares of Cisco Systems. The Motley Fool owns shares of and recommends GOOGL, GOOG, Amazon, ANET, and FB. The Motley Fool has a disclosure policy.

Article source: https://finance.yahoo.com/news/amazon-may-gunning-cisco-223000969.html

Cisco sinks on report Amazon wading into networking equipment

(Reuters) – Shares of Cisco Systems Inc CSCO.O and other network equipment makers fell on Friday after a report that Amazon.com Inc’s AMZN.O cloud services business was considering selling its own network switches to business customers at much lower prices.

Cisco’s shares were down 5 percent, wiping off nearly $11 billion from its market capitalisation. Shares of Juniper Networks Inc JNPR.N and Arista Networks Inc ANET.N fell 4 percent as investors feared that Amazon’s scale and pricing power could disrupt the sector.

The report comes days after Amazon sent shockwaves across the drug retailing sector with its move to buy small online pharmacy PillPack.

The networking devices will consist of open-source software and unbranded hardware known as “white-box” switches and come with built-in connections to AWS cloud services, such as servers and storage, the Information said.

Amazon Web Services could price its white-box switches 70-80 percent less than comparable switches from networking giant Cisco, the report said, citing one of the people with direct knowledge of the unit’s plan.

“If true, we think this would be a notable negative for the networking equipment space going forward,” RBC Capital Markets analyst Mitch Steves wrote in a note.

AWS expects to launch the switches for sale within the next 18 months, according to the report.

Amazon and Juniper did not immediately respond to a request for comment. Cisco and Arista declined to comment.

(Reporting by Arjun Panchadar in Bengaluru; Editing by Arun Koyyur and Saumyadeb Chakrabarty)

Article source: https://www.yahoo.com/news/amazons-cloud-unit-plans-sell-own-networking-switches-174601238--finance.html

EXPONEN FOTOS DEL CONCURSO “USHUAIA EN OTOÑO” EN …

Este viernes, el CCNA (Centro Cultural “Nueva Argentina”) inauguró la muestra fotográfica “Ushuaia en Otoño”.

Las producciones forman parte del concurso organizado por la Fundación Desafío Natural y la Asociación Civil Launa de los Témpanos, destinado a fotógrafos preferentemente no profesionales que pudieron plasmar paisajes de la capital fueguina a través de las cámaras de sus celulares y también de cámaras de mejor calidad.

Tras la apertura de la exhibición, que contó con las alocuciones del concejal Juan Carlos Pino (fundador del Centro Cultural), de Lilian Malanchuk y Sergio Mingrino (referentes de la Fundación Desafío Natural y de la Asociación Civil Laguna de los Témpanos, respectivamente) el público presente en la sala principal del CCNA recorrió la muestra y votó por su foto preferida. Resultaron ganadores Sergio Carrera (primero puesto), Andrea Olariaga (segundo puesto) y Gisela Nadj y Luca Armandi (tercer puesto compartido). Los integrantes del podio recibieron obsequios del Makalu Store.

Entre las fotos preseleccionadas estuvieron las de Ariel Contreras, Juan Ignacio Retuerto, Mario Soriano, Natalia Florencia Álvarez y Sheila Valenzuela.

Sergio Mingrino explicó que el concurso se trabajó a través de las redes sociales y la recepción de las fotos se realizó a través de la página de Internet de la Asociación Civil Laguna de los Témpanos y vía email, entre el 1 y el 31 de mayo de 2018.

Damián Mateo, director provincial de Coordinación General del Instituto Fueguino de Turismo, participó del encuentro realizado en el CCNA y anticipó que todas las fotos de la muestra serán utilizadas en el Facebook, Instragram, página oficial del Infuetur y en todas las redes sociales del instituto para promocionar el destino Ushuaia.

Article source: https://shelknamsur.com/noticia/4491/exponen-fotos-del-concurso-ushuaia-en-otono-en-el-centro-cultural-nueva-argentin