We’re obviously in a period of transformation for computing and networking, and it’s equally obvious that HP is intent on improving its position in the market through this transition. They’ve made two recent announcements that illustrate what their strategy could be, and it could mean some interesting dynamics in both computing and networking over the…
It used to be that trade shows were the best place to make new announcements because the media was all there, presumably captivated by the potential of all those vendors and products. Lately the opposite has been true; there are simply too many voices shouting to be heard and prospects get clickitis from even trying…
One of the “in-passing” comments made by John Chambers in Cisco’s earnings call was that the company was “We are pulling away from our competitors and leading in both the SDN thought leadership and customer implementations.” Interestingly there’s a strong element of truth in that statement despite the fact that Cisco is widely regarded as…
A recent research report continued on a theme that’s become a bit of a cloud computing mantra—we’re exiting the “early adopter” phase of the cloud and heading into the main event. In some sense this is true, because we are certainly in the “early” phase of the cloud. In another sense it’s misleading because almost…
There’s some good news on NFV, which I’m happy to be able to report since good news (other than hype) is hard to come by these days. I reported early this year that operators’ CFOs had told me in the spring of 2014 that they were so far unable to make a conclusive business case…
In recent blogs I’ve been arguing that we’re focusing too much on the technology of new services and not about the actual opportunity. There are scads of technological suggestions on where new revenue can be located, but where do you find opportunity? That’s a question that’s always being asked by anyone who sells anything, including…
Cisco came out with their numbers, and while I could talk about them by themselves, I think it might be more helpful to consider them in light of some other news, which is VMware’s decision to get serious about NFV and even Facebook’s tossing in a new data-center switch. I’ll mention some Cisco-numbers commentary where…
NFV as a technology has captivated a lot of people. For it to be a “revolutionary technology” it has to do something revolutionary to the way we create network services and purchase network infrastructure. That obviously has to start with some set of NFV products, created by credible sources and delivered with a compelling vision…
OK, I have to admit it. There is nothing on the face of technology today that fills me with the mixture of hope and admiration and disgust and dismay like the Internet of Things. Even the name often annoys me. It brings to mind the notion of my thermostat setting itself up a social network…
If kids put teeth under their pillow and hope for quarters, or dig in their yards hoping to find pirate treasure, so financial planners in operators are looking for NFV and SDN to generate revenue. Cost savings are fine as a means of delaying the marginalization of the network and bridging out of a difficult…