We’re starting to learn the market interpretation of concepts like “overhang” and “risk”. Last quarter we had the looming iPhone upgrade and the looming Windows upgrade, and I think it’s likely that both of these things impacted purchasing of new technology. I also think that companies (and even some consumers) are looking at the Euromess…
Huawei is the company that a lot of people love to hate. They’re a China equipment giant who’s always been suspected of having close ties to the government there. In the past they’ve been sued for various intellectual property infringements (and settled). The country itself has been linked to attacks on government websites, and so…
Cisco’s restructuring to name two “presidents” (Gary Moore, president and COO, and Rob Lloyd, president of development and sales) is raising yet again the issue of succession, but the question of who runs Cisco is less significant to the market than where he runs it. Bloomberg said “While the discussion over succession indicates a new…
And it just gets better, SDN-wise, I say with considerable irony. Cisco did a virtual-data-center network deal yesterday (vCider) and of course everyone is out there saying that it’s going to help Cisco with its SDN approach, perhaps to be integrated in Cisco switches! Even for a market that’s been more nonsense than substance, this…
Gartner has published a report that’s very critical of OpenStack, and there’s been some sharp push-back from the vendors involved. It would be tempting to say that the truth is between the poles of the discussion, but I think the truth may be orthogonal to both positions, somewhere out there in the aether where it’s…
Well, it seems like the SDN action never ends. We have two stories today; the SDN strategy that sort-of-was, and the SDN strategy that probably isn’t. Let’s start with the “isn’t’. Cisco announced some optical enhancements to its CRS line, and what’s interesting about them is that they are aimed at an area where SDN…
Juniper’s MX has been one of its most successful products, and it’s not surprising that the company wants to build on that success. On Tuesday they announced a series of enhancements to the MX “Universal Edge”, all designed to host service intelligence close to the network edge. That’s a worthy goal, and in my view…
Juniper’s MX has been one of its most successful products, and it’s not surprising that the company wants to build on that success. On Tuesday they announced a series of enhancements to the MX “Universal Edge”, all designed to host service intelligence close to the network edge. That’s a worthy goal, and in my view…
The EC has released a policy paper on cloud computing, and the thrust is that the cloud can be a major benefit to Europe, a view reflected in the paper’s “Unleashing the Potential of Cloud Computing in Europe” title. I’d guess you wouldn’t be surprised to know that there are aspects of the document that…
Juniper did an SDN virtual event yesterday whose title intrigued me; “The Path to SDN”. Since Juniper is one of the vendors whose SDN strategy hasn’t yet been articulated, I decided to attend the event to see if I could get a clue. In a lot of ways, the event ended up mirroring Juniper’s positioning…