In mid-October the SDN World Congress marks the anniversary of the first NFV white paper’s publication. SDN is far older than that, and the cloud is older still. I attended a cloud conference last week, and while it was interesting and even insightful in spots, it’s pretty clear that we’re still missing a big part…
AT&T made some news by announcing its latest Supplier Domain Program, based on the goal of developing a transformative SDN/NFV architecture for the network. The company is pledging to begin to buy under the program late this year and into 2014 but has not issued any capex updates. That tells me that they expect the…
Well, the story now is that Blackberry is following Dell’s example and going private. Certainly there are simple financial reasons for that, but I also have to wonder whether some of the same “SOX-think” I talked about with Dell be operating here too. If there’s a turnaround in play for Blackberry it’s going to be…
No less investment maven than Carl Icahn believes that Michael Dell’s successful campaign to stave off his takeover and take Dell private was “just one recent example of a ridiculously dysfunctional system. Lacking strategic foresight, the Dell board for years presided over the loss of tens of billions of dollars in market value at the…
We have software defined networks, software defined data centers, software defined servers. What’s missing? I contend it’s the most obvious thing of all; software designed software. We’ve built a notion of virtualization and agility at the resource level, but we’re forgetting that all of the stuff we’re proposing is being purchased to run software. If…
Oracle, certainly no shrinking violet in marketing/sales practices and clearly a software leader, reported a quarter with light earnings and qualified guidance. The news hasn’t broken through the euphoria of a no-taper-yet stance from the Fed, but it should be a warning that we really do have issues with IT spending. What makes Oracle’s story…
The world of SDN and NFV is always interesting, like a developing news story filled with little side channels and some major scoops. One of the latter just came from RAD, whose “distributed NFV” raises what I think are some very interesting points about the evolution of the network. The traditional picture of NFV is…
Juniper continued to develop its Contrail/SDN strategy, with an announcement it was open-sourcing a version of its Contrail SDN controller, which is also available via a traditional commercial-support license. The move says a lot about the SDN space, and it also may give a hint as to how Juniper might (emphasis is important here) exploit…
I know there’s already been a lot said about the Microsoft deal for Nokia, but I think that the deal may have some angles that still need more exploring! That includes the “NSN dimension” of the deal, of course. The biggest implication of the Microsoft/Nokia deal is that it doubles down on smartphones for Microsoft. …
The Light Reading story on Verizon comments regarding cloud adoption by enterprises is yet another example of the issues that face a revolutionary development in an age of instant knowledge gratification. It’s a decent story, and it frames the cloud dilemma of our time. There is no question that the cloud is revolutionary, but there’s…