A recent and rather ambitious outlook on Cisco at Motley Fool entitled
“Cisco and the Golden Age of the Internet“ talks about the rise in
internet traffic and the growth potential it holds for companies like
Cisco.
While the article does mention competitive pressures (from the likes of IBM,
HP, DELL and JNPR), it underestimates the impact of disruptive technologies
on the burgeoning networking equipment space.
The network has finally become recognized for its importance in the post-PC
era, as analysts and executives have come to grips with the impact of the
hyper growth in IP addresses, streaming content, and the growing penetration
of internet connectivity into broader arrays of once standalone devices and
appliances.
Networks are larger and more complex today than they were perhaps ever
intended to be, when Dan Lynch and other networking pioneers were creating
ea... (more)
Last year on Earth Day Vantage Data Centers launched its Smart Data Center
Revolution , heralding a shift in the wholesale data center industry from
vanilla “one design fits all” space to highly custom and highly energy
efficient data centers strategically aligned to specific enterprise needs.
While there will always be vanilla data center space, [...]
... (more)
HP is positioning itself to do the same thing to the network (hardware)
industry as VMware did to the server (hardware) industry. The idea of an
automated network capable of responding to the demands of cloud has taken a
step forward with HP’s OpenFlow announcement. Time will tell how serious
HP ultimately is about SDN, [...]
... (more)
I didn’t know whether I should chuckle cynically or slow clap the recent
hubris of an Amazon executive, quoted in InformationWeek, with a tech
prediction set to be fulfilled in a mere ten years: Amazon: Era Of Data
Centers Ending:
"The era in which most big companies operate their own data centers is coming
to a close. Instead they’ll turn, slowly but surely, to the cloud. That’s
the bold prediction Amazon’s Adam Selipsky, VP of product marketing, sales,
and product management, made Thursday at Amazon’s Web Service Summit 2012
in New York."
Selipsky is perhaps really just talkin... (more)
The IT thought leaders of tomorrow are today building hybrid clouds spanning
extremely efficient, vertically scalable data centers with powerful and
increasingly software-centric infrastructure. They’re building private
clouds as their base and then renting public clouds for the spike. Today
they are experiencing the challenges that will be rippling through Fortune
500 companies during the [...]
... (more)