We have three more reminders of the reality of transformation this morning; it’s hard at best and often impossible. HP reported their quarterly numbers, Alcatel-Lucent got its new CEO, and Google launched a serious Chromebook, and the three represent different aspects of a common vision of the future, which is “the cloud”. HP’s challenge is…
MWC is nearly upon us, so it’s not surprising that we have more mobile-related news than usual. In fact there are a couple of stories that offer not only the usual mobile/product slant but also say something about the companies making the announcements and the market they’re trying to address. The first announcement was from…
The question of what buyers might want from SDN is one that will become more important as this year passes, though my model says that SDN won’t be a major purchase factor until next year. What’s helpful in the “early views” is getting a sense of what issues are resonant, because “issue ownership” is the…
In my blog yesterday I talked about the risks to SDN, with the largest being a disconnect between SDN missions and SDN implementations. I got a couple of emails asking just what “SDN missions” might be, and I think that’s a fair question. Missions reflect a benefit case, after all, and benefit cases are needed…
There’s been some talk recently about the risks to SDN, with the focus being that vendors will push their own proprietary visions and create something that’s not interoperable. There’s a principle in risk management that says that it’s not helpful to attempt to mitigate risks that are below the level of risks you’re already accepting. …
Brocade announced its earnings yesterday, and they generally exceeded Street estimates. I was interested in their quarter and their comments on it because Brocade is arguably the first of the second tier in network vendors, a player with a real chance to become a giant if they play their cards right. The key comment from…
Cisco reported their numbers, and it’s fair to say that they showed that the company has promise but didn’t show there was a guarantee that promise could be met. To me, a single comment from CEO John Chambers sets the tone: “Cisco’s strategy, delivering integrated architectures that address the top business opportunities and the biggest…
It’s nice to have some good news on the SDN front. Ericsson took the opportunity to present their SDN strategy to me as a ramp-up to demonstrating some of the key elements at MWC in Barcelona the week of Feb 25th. They also announced a cloud strategy that included support for OpenStack, which is important…
One of the frustrations of the SDN space (and, sadly, a lot of spaces in the world of tech) is that sometimes companies get so obsessed with washing their products in the sacred water of some new (and press-worthy) technology they miss a chance to make a good and valuable point about what they have. …
Mellanox Technologies just announced a couple of “data center connect” systems designed to allow companies to use fiber to link InfiniBand switches to create linked “cloud” data centers at distances of up to about 50 miles. This development makes what I think are two key points about cloud computing; first, we need to think outside…