Technology Analyst and co-founder of 650 Group
We attended the Aruba Atmosphere 2019 user conference in Las Vegas. What we learned was that Aruba had made solid progress since last year’s Atmosphere conference. It has delivered on 802.11ax, SD-Branch (and SD-WAN), AI/ML, and Zigbee/Bluetooth 5.0, and elements of the IoT market. The company also introduced a new… Read More »Aruba Atmosphere Was About SD-Branch, 802.11ax and 802.11ad
Today Intel had a major Data Center event in San Francisco. It was a multi-hour announcement showcasing all the different products Intel is/will be launching. Some interesting background that Intel talked about was that only 2% of worlds data has been analyzed and a 5G will be a major driver… Read More »THOUGHTS ON Intel – Data Center Product Launch
Cisco is in the 802.11ax market now, with two sets product products under each of its main brands. These are: Cisco Meraki MR45/55 and Cisco Catalyst 9100 Access Points. You cannot find these kinds of products on Amazon, but some are listed on CDW for instance. The Meraki products don’t… Read More »Cisco’s 802.11ax products
We witnessed two significant OCP Summit announcements: a) open sourcing of semiconductor design b) improved server system security. First, Microsoft announced a new compression standard called Project Zipline. The intellectual property for this compression is being made available as open source Verilog (RTL), which will allow others to program semiconductors… Read More »Microsoft open sources compression chip design at ocp
Juniper made a significant announcement at OFC on the photonics front. It announced the launch of silicon photonics optics designed and built by Juniper. This is a big deal for the industry and for data center networking. To give some market background, as the market moves from 100 Gbps to… Read More »Juniper’s OFC Photonics announcement is a big deal
Juniper Networks announced plans to acquire Mist Systems for approximately $405M in cash. We think this deal makes sense for Juniper, who can now sell a key technology – WLAN – into its customer base of large and medium enterprises. Valuation of the deal probably fell a bit short of… Read More »Juniper announces plan to Acquire WLAN Vendor, Mist Systems
We attended the Mobile World Congress last week in Barcelona along with an estimated 104,00 others from nearly every country in the world. We met with over 42 companies and nearly 200 people at the show and attended many press announcements. While most of the MWC19 headlines were about 5G,… Read More »MWC19 Was As much About Enterprise and Unlicensed as it was 5G
Today I attended the Extreme Analyst day at the NASDAQ in New York. Extreme’s 4Q18 switch revenue grew over 10% and in our preliminary view of 4Q18, it took share. The company highlighted over 30,000 customers and over 6,000 partners in a one-Extreme approach that has integrated the acquisitions of… Read More »THOUGHTS from Extreme NEtworks analyst day
Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18,… Read More »Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link
Western Digital Corporation, also known as WDC, held its investor meeting yesterday. We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash
