The latest story on Juniper/EMC is that there’s not going to be an acquisition but there will be some dancing, primarily aimed at certifying Juniper’s QFabric as an EMC data center switch. The move is billed by CRN as a “reference architecture” which would imply a much more significant level of integration, but neither the…
The parade of misses continues, so it seems, with Acme Packets, Amazon, Apple, and Ericsson joining in. One might think this proves that economic conditions (those “macro” factors I blogged about yesterday) were to blame after all. I still don’t buy it, and if you look at these companies you see a mixture of root…
The earnings reports from F5 and EMC make it clear that tech in general, and networking in particular, and enterprise most particularly, has serious challenges to face. The largest one, I think, is that people have gotten used to the idea that networking was somewhat immune from macro conditions; clearly it isn’t. But macro conditions…
The Network Functions Virtualization stuff I talked about in my blog yesterday has picked up steam, adding more Tier One sponsors and turning to ETSI to host them as a body. The group is emphasizing that they’re not a “standards group”, hopefully trying to avoid the glacial pace and lack of market responsiveness that characterizes…
It seems the SDN scene just never goes to sleep. Today at the SDN and OpenFlow World Congress a group of Tier One operators announced they were launching an ambitious initiative called Network Functions Virtualization (NFV) to standardize network infrastructure and virtualize network functions/services. As I’m hearing, this activity goes beyond OpenFlow and SDN to…
ATIS (Alliance for Telecom Industry Solutions) is going to launch an SDN initiative aimed at generating a viable ecosystemic strategy without the bottlenecks of traditional standardization—take a leaf from the OTT tree. This is sort of hopeful to me not because I think they’ve made any progress at this point, but because they seem to…
Anyone who thought PCs were healthy has probably had that knocked out of them by now. Microsoft and AMD have added their voices to the chorus of “below seasonality” qualifiers as the companies reported lower numbers than expected. AMD is clearly in trouble, with significant layoffs now on tap. Google’s numbers, released by surprise in…
The big news today is the rumor on the Street that EMC is about to do a deal to acquire Juniper, a rumor that sent Juniper up about 7% pre-market today. This has been speculated on before (Light Reading did a piece, for example), and there are some seemingly strange things that such a deal…
What would happen if the two largest network equipment vendors and some of the biggest carriers in the world stood up in public and said that there was a major threat to the whole future of broadband, a threat that could undermine everything we believed would happen to improve our mobile lives? What would happen…
I’m hosting the next in our series of Google+ Hangouts, this one on the use of SDN to control optical switching. Listen in at https://plus.google.com/u/0/117664675627360363916 or contact me if you’d like to be considered for participation. Remember, no promotions of companies or products are allowed on these Hangouts! Email and RSS: