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Cisco thinks you're happy to wait ages for new kit, then pay premium prices
Thursday, 18 November 2021 18:57

HTTP/2 200 date: Fri, 19 Nov 2021 13:02:55 GMT content-type: text/html; charset=UTF-8 link: ; rel=preload; as=script;,/3c2eb01941970a46697e479b4045551ef08b5f77/javascript/_.js>; rel=preload; as=script;,/default/aec273bc80dd0dc3a73edce687f7cdaa0e9ef0f5/scaffolding.css>; rel=preload; as=style;,/default/aec273bc80dd0dc3a73edce687f7cdaa0e9ef0f5/design.css>; rel=preload; as=style;,/5e49edbd1875f214e0decae1e24b200066780fa8/style/fonts/arimo/arimo-700.latin.woff2>; rel=preload; as=font; crossorigin;,/5e49edbd1875f214e0decae1e24b200066780fa8/style/fonts/arimo/arimo-400.latin.woff2>; rel=preload; as=font; crossorigin; cache-control: max-age=0 expires: Fri, 19 Nov 2021 13:02:55 GMT vary: Accept-Encoding x-reg-bofh: pfy02gb x-clacks-overhead: GNU Terry Pratchett, Lester Haines x-content-type-options: nosniff cf-cache-status: DYNAMIC expect-ct: max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" server: cloudflare cf-ray: 6b09a2bd6c4b17ce-MEL alt-svc: h3=":443"; ma=86400, h3-29=":443"; ma=86400, h3-28=":443"; ma=86400, h3-27=":443"; ma=86400 Cisco says customers willing to wait, and pay higher prices • The Register

Supply chain pain will persist deep into 2022, so it's not like you have a choice if you're in Switchzilla's world


Cisco has warned buyers and investors that supply chain pain is likely to persist for another few months.

In remarks delivered during the company's Q1 FY22 earnings call for the three months ended 30 October, CEO Chuck Robbins said that in the first half of the quarter Cisco saw "some deterioration" in component availability, before the situation stabilised.

"We are planning on seeing some slight improvement in Q3 and Q4," he said. "We don't expect a lot of it. We expected to remain stabilized in Q2 and then we think we'll see some slight improvement in the second half of our fiscal year. That's our current belief based on what we know today."

Chief financial officer Scott Herren said Cisco's supply chain teams continue to point out the company is a big buyer that will be around for years to come when negotiating with suppliers. Nonetheless it still expects supply "challenges and cost impacts … will continue into the second half of fiscal 2022.

"We saw better visibility to components from some of our suppliers in terms of when they could deliver the quantities," he said. Suppliers cancelled fewer orders, and memory prices are "beginning to decline a bit".

Herren said supply chain challenges mean Cisco's backlog of orders is at an all time high $15.9 billion, so Cisco has committed customers to its products. Now all it must do is find the parts it needs, build those products, and get them into customers' hands.

But the company may not need to rush: Robbins said cancelled orders are running at lower than historical rates, and that customers feel they need to upgrade their networks to be ready for whatever crisis the world dishes up next (after often being caught flat-footed by COVID-19).

Q1 results were solid. The networking giant reported $12.9 billion of revenue, an eight percent year-over-year increase. Net profit was up 37 per cent to $3bn.

Software and subscriptions, the two areas in which Cisco most covets growth, both delivered slight growth – one per cent and four per cent respectively. Herren said the security-related subscription revenue grew 15 per cent in the quarter, suggesting that performance shows Cisco's transition to subs is real.

Orders from big customers such as clouds and carriers grew by 200 per cent and they continue to plan purchases three and four quarters into the future. Robbins suggested that behaviour, and Cisco's growth, shows that customers don't object to the company's recent price rises or the long wait for products. ®

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Something for the Weekend, Sir? Turn left. Turn right. At the roundabout, take the fourth exit.

Nobody enjoys being told what to do all the time but in the case of Google Maps I will make an exception. What I like about it best is that I can ignore her directions – should dissent take my fancy – and she doesn't get cross.

This is in sharp contrast with all the classic sat-navs I have ever used, including the one embedded permanently into my current vehicle. Not only does it have a penchant for taking me on pointlessly circuitous routes, the wrong way up one-way streets, and along shortcuts too narrow for a bicycle, it grows angrier by the second when I refuse its orders.

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Review Honor, once the value brand of Huawei but sold last year to Shenzhen Zhixin New Information Technology, has released the Honor 50 and 50 Lite smartphones, and we're taking a look at the latter.

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These problems forced Huawei to sell Honor in November last year. Shenzhen Zhixin New Information Technology, although state-owned, is not on the US ban list. Honor smartphones running Android complete with Google Play Services have now reappeared, with the Honor 50 (around £449.99) and its budget cousin the 50 Lite (around £249.99) available in the UK from early December.

Continue readingA lightbulb moment comes too late to save a mainframe engineer's blushes Throwing light onto a frozen bit of big iron

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Continue readingIndian PC market sets all-time records as Q3 shipments top 2019 total Wearables also soared, with Apple pushed out of the charts by local brands like Fire-Boltt

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The venerable company will soon break ground on a pair of new 300mm semiconductor wafer fabs in Sherman, in the northeast of the Lone Star State. The site is apparently large enough to host four such facilities. If TI builds 'em all, it expects to spend $30 billion on the project.

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HTTP/2 200 date: Fri, 19 Nov 2021 13:02:55 GMT content-type: text/html; charset=UTF-8 link: ; rel=preload; as=script;,/3c2eb01941970a46697e479b4045551ef08b5f77/javascript/_.js>; rel=preload; as=script;,/default/aec273bc80dd0dc3a73edce687f7cdaa0e9ef0f5/scaffolding.css>; rel=preload; as=style;,/default/aec273bc80dd0dc3a73edce687f7cdaa0e9ef0f5/design.css>; rel=preload; as=style;,/5e49edbd1875f214e0decae1e24b200066780fa8/style/fonts/arimo/arimo-700.latin.woff2>; rel=preload; as=font; crossorigin;,/5e49edbd1875f214e0decae1e24b200066780fa8/style/fonts/arimo/arimo-400.latin.woff2>; rel=preload; as=font; crossorigin; cache-control: max-age=0 expires: Fri, 19 Nov 2021 13:02:55 GMT vary: Accept-Encoding x-reg-bofh: pfy02gb x-clacks-overhead: GNU Terry Pratchett, Lester Haines x-content-type-options: nosniff cf-cache-status: DYNAMIC expect-ct: max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" server: cloudflare cf-ray: 6b09a2bd6c4b17ce-MEL alt-svc: h3=":443"; ma=86400, h3-29=":443"; ma=86400, h3-28=":443"; ma=86400, h3-27=":443"; ma=86400 Cisco says customers willing to wait, and pay higher prices • The Register

Supply chain pain will persist deep into 2022, so it's not like you have a choice if you're in Switchzilla's world


Cisco has warned buyers and investors that supply chain pain is likely to persist for another few months.

In remarks delivered during the company's Q1 FY22 earnings call for the three months ended 30 October, CEO Chuck Robbins said that in the first half of the quarter Cisco saw "some deterioration" in component availability, before the situation stabilised.

"We are planning on seeing some slight improvement in Q3 and Q4," he said. "We don't expect a lot of it. We expected to remain stabilized in Q2 and then we think we'll see some slight improvement in the second half of our fiscal year. That's our current belief based on what we know today."

Chief financial officer Scott Herren said Cisco's supply chain teams continue to point out the company is a big buyer that will be around for years to come when negotiating with suppliers. Nonetheless it still expects supply "challenges and cost impacts … will continue into the second half of fiscal 2022.

"We saw better visibility to components from some of our suppliers in terms of when they could deliver the quantities," he said. Suppliers cancelled fewer orders, and memory prices are "beginning to decline a bit".

Herren said supply chain challenges mean Cisco's backlog of orders is at an all time high $15.9 billion, so Cisco has committed customers to its products. Now all it must do is find the parts it needs, build those products, and get them into customers' hands.

But the company may not need to rush: Robbins said cancelled orders are running at lower than historical rates, and that customers feel they need to upgrade their networks to be ready for whatever crisis the world dishes up next (after often being caught flat-footed by COVID-19).

Q1 results were solid. The networking giant reported $12.9 billion of revenue, an eight percent year-over-year increase. Net profit was up 37 per cent to $3bn.

Software and subscriptions, the two areas in which Cisco most covets growth, both delivered slight growth – one per cent and four per cent respectively. Herren said the security-related subscription revenue grew 15 per cent in the quarter, suggesting that performance shows Cisco's transition to subs is real.

Orders from big customers such as clouds and carriers grew by 200 per cent and they continue to plan purchases three and four quarters into the future. Robbins suggested that behaviour, and Cisco's growth, shows that customers don't object to the company's recent price rises or the long wait for products. ®

Similar topics


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Something for the Weekend, Sir? Turn left. Turn right. At the roundabout, take the fourth exit.

Nobody enjoys being told what to do all the time but in the case of Google Maps I will make an exception. What I like about it best is that I can ignore her directions – should dissent take my fancy – and she doesn't get cross.

This is in sharp contrast with all the classic sat-navs I have ever used, including the one embedded permanently into my current vehicle. Not only does it have a penchant for taking me on pointlessly circuitous routes, the wrong way up one-way streets, and along shortcuts too narrow for a bicycle, it grows angrier by the second when I refuse its orders.

Continue readingThe Rust Foundation gets ready to Rumbul (we're sure new CEO has never, ever heard that joke before) And while we're here, a quick look at why the language is taking off

The Rust Foundation – the US non-profit behind the programming language since Mozilla let the team go – has picked a new CEO: Rebecca Rumbul, formerly director of research and engagement at digital democracy charity mySociety, and before that the Privacy Collective.

Dr Rumbul's appointment at the relatively new foundation reflects the growing importance of the Rust language – which can be seen from the foundation's list of members. Facebook is using it, as is Google, Microsoft, various Linux kernel developers, and Linux lappy vendor System76. There are even a couple of Rust-based OSes, Redox and Theseus.

One reason is of course speed – Rust is consistently one of the fastest languages, right after C and C++. But so are Ada and Fortran, which excite very few people these days. Arguably Rust's most significant rival in recent years is Google's Go language: last year, it was the language most developers said they wanted to learn next.

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Jamstack is an architectural approach for web applications where static web pages retrieve dynamic content by calling APIs, hence "JavaScript, APIs and Markup." A web server is not required and Jamstack sites are amenable to acceleration via a content delivery network (CDN), but server-side logic still exists, in the APIs that are called, and these become the potential bottleneck.

"The Jamstack and the architectural approach behind that has really changed the direction of the modern web, and this move towards decoupling the web UI layer from the back end infrastructure layer and… splitting up all these different APIs and services is an architectural tendency that's only getting stronger," Matt Biilmann, Netlify CEO and co-founder, tells The Register.

Continue reading

Review Honor, once the value brand of Huawei but sold last year to Shenzhen Zhixin New Information Technology, has released the Honor 50 and 50 Lite smartphones, and we're taking a look at the latter.

Before Huawei was ensnarled in global arguments concerning the security of its products, Honor was the company's budget consumer brand, borrowing technology from its parent but offering better value. In May 2019, Google was banned from providing services on Huawei's Android phones, and this, along with the ban on Huawei selling network gear in the States, severely hampered the company's revenues. Now the Biden presidency has signed a bill that prevents the FCC from approving telecommunication equipment from Huawei, ZTE, and several other Chinese companies.

These problems forced Huawei to sell Honor in November last year. Shenzhen Zhixin New Information Technology, although state-owned, is not on the US ban list. Honor smartphones running Android complete with Google Play Services have now reappeared, with the Honor 50 (around £449.99) and its budget cousin the 50 Lite (around £249.99) available in the UK from early December.

Continue readingA lightbulb moment comes too late to save a mainframe engineer's blushes Throwing light onto a frozen bit of big iron

On Call The weekend is almost upon us – a time for adult beverages and ill-judged foodstuffs. Unless, that is, you're one of the unfortunates on the other end of the phone. Welcome to On Call.

Our story today comes from "Will", who told of his time as a City of London mainframe engineer in the swinging sixties and slightly more sombre seventies.

His tale opens, as do many On Call episodes, with a telephone call. This time from a colleague who was working at a major London stockbroker.

Continue readingIndian PC market sets all-time records as Q3 shipments top 2019 total Wearables also soared, with Apple pushed out of the charts by local brands like Fire-Boltt

India's PC market has achieved new sales records, according to analyst firm IDC.

Sales of what IDC calls traditional PCs – lappies, desktops and workstations – rose 30 per cent compared to the same time last year, reaching 4.55 million units. That's about five per cent of the global market – rather behind India's 17 per cent of global population. But IDC said the quarter was the best ever for PC sales in India, even beating total yearly consumer PC shipments in 2019.

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Continue readingAlibaba profits plunge as Beijing's bans – and beefy competitors – bite Investors are going to have to put up with growth of merely 22 per cent, not the promised 29 or more

Beijing's tech regulation blitz has bitten Alibaba on the bottom line, as the tech giant reported net profit has sunk cut and lowered revenue guidance for the year.

The bad news came as the company announced its Q2 results, at the same time as CEO Daniel Zhang told investors to expect revenue growth of merely 22 or 23 per cent – down from previous predictions of 29.5 per cent growth.

"The adjustment primarily reflects lowering of commerce revenues that include both direct sales and customer management revenue," Zhang said.

Continue readingTI will splash out up to $30B on wafer fabs Definitely building two more, may add another pair

Everything's bigger and better in Texas, as the saying goes. Texas Instruments (TI) has announced it's fixin' to build two silicon wafer fabrication plants there – and maybe another pair after that.

The venerable company will soon break ground on a pair of new 300mm semiconductor wafer fabs in Sherman, in the northeast of the Lone Star State. The site is apparently large enough to host four such facilities. If TI builds 'em all, it expects to spend $30 billion on the project.

Work will commence in 2022, and production is predicted to commence in 2025 if all goes well.

Continue readingRobo-Shinkansen rolls slowly – for now – across 5km of Japan Railway wants self-driving bullet trains overseen by staff that aren't trained as drivers

Japan's largest train operator, the East Japan Railway Company, has successfully trialled an autonomous bullet train.

The Wednesday test run was short – travelling just under five kilometres down the Joetsu line from Niigata Station. Nor did the train reach top speed of 300km/h, maxing out at 110km/h.

But the train did come to a complete stop just 7.5cm from its intended stopping point – a result the railway deemed very promising, given the Shinkansen has a 50cm stopping zone.

Continue readingWeb trust dies in darkness: Hidden Certificate Authorities undermine public crypto infrastructure Boffins measure the black hole of dubious certs and find it troubling

Security researchers have checked the web's public key infrastructure and have measured a long-known but little-analyzed security threat: hidden root Certificate Authorities.

Certificate Authorities, or CAs, vouch for the digital certificates we use to establish trust online. You can be reasonably confident that your bank website is actually your bank website when it presents your browser with an end-user or leaf certificate that's linked through a chain of trust to an intermediate certificate and ultimately the X.509 root certificate of a trusted CA.

Each browser relies on a trust store consisting of a hundred or so root certificates that belong to a smaller set of organizations. Mozilla's CA Certificate List for example currently has 151 certs representing 53 organizations.

Continue readingGPU makers increasingly disengage from crypto miners Nvidia moves most of production to gaming kit, AMD 'not servicing' the crypto segment

Nvidia and AMD have signaled they're trying to disengage from the blockchain market, preferring to instead sell to gamers.

Cryptocurrency miners have been a blessing and a curse for GPU-makers. The companies initially embraced the demand miners created, but then worried as that caused GPU shortages which made it difficult to project revenue.

Nvidia has even gone so far as to create products that are crippled to prevent cryptomining at the sort of speeds blockheads desire, to reserve capacity for gamers.

Continue reading

Source: https://bit.ly/3CyrUcD