Cisco Has a Server-Centric Vision for Itself - NYTimes.com

From a Cisco metamorphosis checkpoint

"It sounds impressive, so much so that it calls for a bit of a reality check. Routing and switching, the core networking businesses, were 46 percent of Cisco’s fiscal 2014 revenue. U.C.S., which Cisco calls on its balance sheet the data center business, was 6 percent.

And while $1 billion is a big number, it happened over several years. In fiscal 2014 alone, Cisco’s revenue was $47 billion. And yet Cisco’s chief executive, John T. Chambers, flagged Thursday’s announcement in a quarterly earnings call in August.

So what is going on here? Mr. Perez and his bosses are proud that U.C.S. is growing 30 percent annually, for one. More important, they believe that these servers can be a place into which other parts of Cisco can be placed."

Cisco Has a Server-Centric Vision for Itself - NYTimes.com