Author: Tom Nolle

I’ve blogged through all of 2013 that of our three “revolutions” of cloud, NFV, and SDN, it’s the cloud that’s the senior partner.  The transformational aspects of SDN and NFV depend to a very large degree on our harnessing cloud capabilities to host network features.  We’re also hearing that Amazon is on a tear, with…

    Well, it’s 2014 and so it’s a good time to match up the looking-ahead and looking-back parts of analyzing our industry.  One good way to do that is to look at how the network vendors’ stocks have fared in the last year.  If you go to any of the financial sites and run…

I’ve blogged in the past on how the Street views various companies or even the networking industry, and today there’s been an interesting report by equity research firm Cowan and Company about how SDN and NFV will impact the market.  This is the outcome of the company’s Trend-Spotting Conference and it includes some industry panel…

It’s pretty clear to me from comments I’ve gotten in my blog that there are a lot of questions out there on the topic of management or operations.  When we talk about things like SDN and NFV we can talk about management practices in a general way, but we can really only talk “operations” if…

This is always the time of year when you’re supposed to look into the crystal ball and talk about the near-term future.  OK, one of the areas we need to be watching in 2014 is metro.  I’ve noted in prior blogs that metro-area networks are critical because the majority of profitable traffic both originates and…

Oracle’s numbers came out, and they were good after a run of misses.  One of the obvious questions raised by Oracle’s success is whether it’s Oracle’s success or a sign of secular recovery in software or in tech.  Let’s look at some of the signals to find out. This tends to be Oracle’s best quarter;…

Juniper announced it was buying its long-time network monitoring and planning partner, Wandl.  Obviously this could indicate a strategic shift on Juniper’s part, particularly when you marry it with the departure of the “Microsoft camp” (CEO Kevin Johnson and software head Bob Muglia).  It could also mean nothing much, and it’s too soon to call…

I know I’ve blogged a lot this week about industry conditions, but there’ve been a lot of developments in that space and we’re all in this together, industry-wise, in any case.  Cisco’s analyst event offers more fodder for the discussion and also I think some clarity on the choices that face us. At one level,…

CIMI Corporation, and I, would like to wish all of you a wonderful Holiday Season and a happy, healthy, and professionally rewarding New Year!  Please share our holiday card at the link below. Tom Nolle, President CIMI 2013 Holiday Card

One of the comments that was posted on one of my blogs (on LinkedIn) was that it was surprising that the IT vendors were not heard from much regarding SDN/NFV.  I agree at one level; IT is the obvious beneficiary of this whole software-defined-stuff initiative set.  However, there are IT vendors involved in the process…