Oracle reported their quarterly numbers, and they’re always a good player to analyze to understand market trends and issues. Oracle is like IBM in that both companies are respected incumbents with a very strong sales-versus-marketing bias in their way of doing business. They’re unlike IBM in that they have a much stronger software bend and…
I blogged just yesterday about the possibility that the competitive dynamic in the orchestration space would be changed by Cisco’s Tail-f deal. Since then we’ve had another announcement in the space, this one from Wind River. The company’s NFV approach has a lot of good about it, a singular issue I’d like to see them…
Cisco isn’t the largest networking company, but they’re likely the most famous. They’re associated with the IP revolution, the Internet, and the way that a little company can suddenly become a giant and make a lot of people rich along the way. “Be the next Cisco” entered the lexicon of startup success, in fact. So…
The future of networking is being defined literally as we speak, but not by the companies who’d like to define it, or even the ones we’d think would be doing the defining. We’re seeing a passing of innovation from the traditional network players to the OTT players, and from traditional network vendors to a collection…
One of the people who read my blog sent me an email last week, asking why network operators listed operations efficiency, service agility, and capex reduction as their drivers for SDN and NFV and not “new services”. It’s a good question, insightful because in fact only about 10% of operators in my survey indicated they…
Anyone who’s watching the networking market realizes by now that there’s a huge interest in open-source, especially among service providers. Many attribute this to penny-pinching, but that’s not the case. Operators know that moving from appliances to hosted elements is going to save less than 20% on their capital budget and have a so-far-unpredictable impact…
There’s a report circulating that Cisco’s long-time, charismatic, and some-say too-long-standing CEO John Chambers may be stepping down this fall. Financial sources seem generally pleased with the notion, given that Cisco’s stock seems to be “range-bound”, offering little opportunity for either regular “long” investors or short-sellers. There’s little question that Cisco is mired in something,…
Yesterday I talked about the “union” of implementations of the cloud, SDN, and NFV revolutions. My key point was that this implementation would inevitably converge because there won’t be three future infrastructures, but only one. A corollary to that point is that however vendors start their own path to this converged future, they’ll close ranks…
It’s interesting to me that we’re starting to see focus on the key issues of the cloud, SDN, and NFV but not necessarily the kind of focus you’d expect. To me, and to the enterprises and operators I survey, there is a clear need for some unifying vision because there is simply no appetite for…
Our first (high-level) tutorial on the open-source universal MANO architecture we’ve called ExperiaSphere(TM) will be published the end of June, and you can find out more about this on our ExperiaSphere blog. We’re also moving our support for ExperiaSphere questions and answers from LinkedIn (where we’ve had group posting issues) to Google+, where we have…