Sources: Amazon Web Services is considering selling its own networking switches to business customers, challenging companies like Cisco, Juniper, and Arista
For Now Jeremy C. Owens / MarketWatch : Cisco and other networking stocks plunge amid Amazon competition fears Mitch Wagner / Light Reading : Will Amazon White Box Switches Take On Cisco, Juniper & Arista? Tyler Durden / Zero Hedge : Cisco Tumbles On Report Amazon May Start Selling Switches Joseph Tsidulko / CRN : Amazon Reportedly Developing Network Switches, Sending Cisco Shares Down Emily McCormick / Bloomberg : Cisco, Juniper Fall on Report Amazon May Sell Data Switches Tom Krazit / GeekWire : Amazon Web Services might be courting hybrid cloud customers in an interesting way Rex Crum / Mercury News : Is Amazon about to invade Cisco Systems' turf? Rachel Sandler / Business Insider : Cisco shares plunge 4% after a report says Amazon could go after Cisco's core networking business Brian Deagon / Investor's Business Daily : Amazon Move Into Data Switches Could Tackle Cisco, Juniper, Arista Sara Salinas / CNBC : Cisco stock drops on a report Amazon Web Services is developing its own network devices Tweets: Matt Drange / @mattdrange : You think Amazon is big & powerful now? It wants to eat Cisco's lunch and undercut them on price like everyone else-> “If the plan comes to fruition, AWS would be the first major cloud company to sell commercial white-box switches to the enterprise market"http://go.theinformation.com/ ... Patrick Moorhead / @patrickmoorhead : Makes sense particularly as most switches use the same Broadcom chipset and can run the same software. TORs are close to commodity. http://twitter.com/... Nick Wingfield / @nickwingfield : Amazon Web Services continues to eat enterprise tech, now targeting Cisco, et al with ‘white-box’ networking switches. Great scoop from @waynema and @kmclaughlinSF http://go.theinformation.com/ ... via @theinformation Kevin McLaughlin / @kmclaughlinsf : Amazon is setting sights on Cisco/Arista/Juniper with a white box networking switch that connects enterprise data centers with the AWS cloud - scoop w/@waynema http://www.theinformation.com/ ... Ben Bajarin / @benbajarin : Verticalize or die? http://twitter.com/...