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Cisco Acquires Splunk

splunk.com

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Re: Cisco Acquires Splunk

#481

Post by mpalfrey »

marcus0x62 wrote: post #403
PeterCorless wrote: post #362

Earlier quoted context omitted.

I sat in on the all Cisco acquisitions teams from c. 1994 - 1999. Even during that heyday there were awesome acquisitions that took off and others that went nowhere. Cisco was historically always better at hardware acquisitions than pure-play software. It would often kill the software products entirely — Internet Junction, TGV, Precept come to mind. The one other rule that John Chambers lived by was "no merger of equ…

I think they had better success integrating hardware companies, but SA — which was pretty much a hardware company — was a pretty big counter-example. I’d also argue the further they strayed from their core market, the worse the results. See also: Flip and Linksys.

I worked for NDS when they were acquired by Cisco. They've spat them back out a few years ago. Not entirely sure Cisco should have got into the video space.

I enjoyed Cisco (great 4th July parties!) but it never felt like we were properly integrated.

Re: Cisco Acquires Splunk

#483

Post by mavam »

aeonik wrote: post #9
wittekm wrote: post #4

Genuinely surprised anybody would acquire Splunk in 2023. Whenever you hear about Splunk from security engineers, they're actively trying to get off it (edit: yes, primarily because of cost). Better, next-gen SIEMs are either here or around the corner.

Which ones do you recommend? Every one I have tried hasn't really given me the same flexibility as Splunk, most seem to miss the core part of what makes Splunk cool. Though I'd definitely like to see Splunk improve their design.

Hey, founder of Tenzir [1] here — We are building an open-core pipeline-first engine that can massively reduce Splunk costs. Even though we go to market "mid stream" we have a few users that use us as light-weight SIEM (or more accurately, just plain log management).

We are still in early access but you can browse through our docs or swing by our Discord.

[1] https://tenzir.com | https://github.com/tenzir/tenzir

Re: Cisco Acquires Splunk

#484

Post by qeternity »

nameistaken wrote: post #469
qeternity wrote: post #424

Earlier quoted context omitted.

This is an overly simplistic view of options trading. Let’s say I had a view that the stock was going to be volatile, more so than options implied, but didn’t have a directional view. I could buy the calls and short the stock and scalp my gamma during the move. Or let’s say I was short the stock and wanted to hedge during a volatile FOMC period.

You and I have vastly different definitions of 'overly simplistic'. Scalping your gamma? Feels like the stock market is just a bunch of jargon, subterfuge and financial sleight of hand. Like we learned nothing from 2008, and just created financial 'products' mechanisms and gambits out of thin air. Stock shorting has got to be one of the most pants-on-head stupid things I've ever heard. Well, next to gamma scalping.

> Feels like the stock market is just a bunch of jargon

This is literally every industry. Do you think the average trader can understand the majority of discussions on HN w/o any domain experience? The jargon exists for a reason.

> Like we learned nothing from 2008, and just created financial 'products' mechanisms and gambits out of thin air.

The financial engineering issues in 2008 were fueled by other issues: simply we had the government suppressing true borrowing costs and fueling a housing bubble under socially progressive cover. These moves almost universally end in disaster historically. The "out of thin air" products I presume you're referring to all had/have legitimate use-cases: the problem is that nobody bothered to do proper risk management because the US Government was fanning the flames in one direction.

> Stock shorting has got to be one of the most pants-on-head stupid things I've ever heard.

That's probably because you don't understand the positive aspects. Shorting is absolutely critical to well functioning and efficient markets. It's not simply evil hedge funds betting against businesses or whatever trope you might have heard.

In fact, if housing was an easily shortable asset class, the above crisis you mention would have been far less severe (or possibly not happened at all) as short selling pressure would have kept prices at more reasonable levels.

Re: Cisco Acquires Splunk

#485

Post by Aeolun »

baq wrote: post #273
Aeolun wrote: post #264

Earlier quoted context omitted.

Presumably you can have a cluster of grepping machines. I wonder how it scales compared to the millions you pay for Splunk.

is your business' core competency building a distributed grep or actually selling useful stuff?

My core competency is saving the business tons of money, so that they can pay me.

Re: Cisco Acquires Splunk

#486

Post by ineedasername »

arcticbull wrote: post #440
aodin wrote: post #388

Earlier quoted context omitted.

They bought 1-day options, so they knew the timing of the announcement.

Sounds like something one of the very special folks on WallStreetBets would have done on the basis of half-baked "dd."

What’s dd?

Re: Cisco Acquires Splunk

#487

Post by hexo »

alephnerd wrote: post #190
tyingq wrote: post #144

Earlier quoted context omitted.

How is what I said "FUD"? I know what it stands for. I don't see where I went with any of those three themes. Akamai has certainly done well over their lifetime, but their revenue for the last 5 years is very flat. That's not "FUD".

That wasn't aimed at you. I meant the general discourse of Enterprise Sales and GTM on HN is filled with FUD

Probably deserved. GTM is what, google tag manager?

Re: Cisco Acquires Splunk

#489

Post by giantg2 »

ineedasername wrote: post #486
arcticbull wrote: post #440

Earlier quoted context omitted.

Sounds like something one of the very special folks on WallStreetBets would have done on the basis of half-baked "dd."

What’s dd?

Due dilligence. Or in the case of wallstreetbets, the illusion of it.

Re: Cisco Acquires Splunk

#490

Post by KptMarchewa »

kortilla wrote: post #473
pbjtime wrote: post #396

Earlier quoted context omitted.

The software seems very lazy. The interface belongs in the 90s. They've been resting on their laurels for eons. The fuckin basic ass PowerShell IDE that comes with windows is about seventeen trillion times more well designed and user-friendly.

> The interface belongs in the 90s That’s… a compliment? There have been very few positive interface developments in the last 2 decades for power users. If you want to rip out 95% of the functionality and 99% of the usefulness so morons with iPads can navigate it, then it probably needs adjustments.

Think US airlines UI rather than good examples of 90s design.
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