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ONS 2013: The unfortunate shift from exploration to sales

I think the tendency when looking back on conferences is to accentuate the positive. People put a lot of time into crafting their presentations, building their demos, and managing the logistics of the...

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Well-served or under-served?

Market dynamics are largely driven by two major constituents: the well-served and the under-served. When you are well-served, you have all the capabilities and performance you need to be successful....

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Plexxi on Cumulus: More strategic shakeup in the networking industry

For those of you who don’t already know, Cumulus is making headlines today. You can read a couple of stories here:Ben Kepes of Diversity LimitedPaul Venezia of InfoworldPeter LevineThere are other...

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Plexxi on Juniper: Kevin Johnson announces retirement

We are in the middle of earnings season, so there is a lot of industry news to sort through. In addition to two networking vendors beating estimates yesterday (Juniper and VMWare each reported...

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Plexxi on Cisco on Arista

[This post is intended to examine potential strategic implications. I am not trying to evaluate products or determine the relative value of competing solutions.] John Chambers was quoted in a Barron's...

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Cisco and Arista: Two launches, two wildly different points of view

This has been a huge week in networking. Cisco finally launched the long-awaited Insieme effort to much fanfare. And in an attempt to preempt the Insieme launch, Arista scheduled their own...

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Plexxi Pulse – New Directions in the Network

This week the networking world focused its attention on two major announcements from Arista and Cisco. Michael Bushong discussed why these announcements represent two different points of view in the...

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5 Networking Thank You’s and Turkeys

Everyone and their mother does a light blog before the holidays. US Thanksgiving lends itself well to Thank You's and Turkeys. Here are my top five of each: Cisco – A big thank you goes out to Cisco...

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What is it that drives an industry towards DIY?

For some, it is a predetermined conclusion that white box switching is the future. They envision a world of commodity switches and independently distributed software. Some IT shops will manage their...

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Network operating systems and white box switching

The white box switching movement appears to be gaining some momentum. For some, it is a fait accompli that hardware and software will be meaningfully separated, allowing users to procure each...

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Evolution from CapEx to OpEx to AppEx

Purchasing decisions in networking have long been dominated, especially on the non-provider side, by CapEx. At one point, Cisco had commissioned a study from IDC that indicated just under two-thirds of...

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Cisco Classic, Cisco ACI, Arista, and Dual Vendor Strategies

That networking gear is expensive is not really a new phenomenon. SDN and bare metal switching have kicked the industry dialogue about cost up a notch, but this has obviously been a focal point for...

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Simplifying network simplification

Simplify. We all hear it all the time. We hear how this tool or that technology will simplify. In networking, we hear how controllers, protocols, APIs, and virtualization layers will all simplify....

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Network cost and complexity: As simple as changing the y-intercept?

In a previous post, I wrote about the incremental nature of innovation, particularly in the networking space. My point was that innovation (both from a product and a deployment perspective) occurs from...

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5 things Arista’s impending IPO says about networking

Networking seems to be an industry that thrives on anticipation. At various times, the anticipation bounces between topics (when SDN will hit production environments, when Cisco would spin in Insieme,...

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What can we learn from Cisco’s latest results?

As we head through earnings season, we get the opportunity to learn a bit about the state of the networking industry. Each data point gives us a bit more information about how the competitive landscape...

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