Technology Analyst and co-founder of 650 Group
Well known security company, Fortinet, acquired privately-held Bradford Networks on June 4, 2018, citing the need to extend segmentation and security to the edge of enterprise networks, including Internet of Things (IoT). Fortinet does not expect the transaction to have a material impact on the Company’s 2Q or full year… Read More »Fortinet Acquires ENhanced Network Access Control (ENAC) Vendor, Bradford Networks
We attended the Wi-Fi NOW conference in Redwood City, CA this week and attended some interesting presentations. We are writing about our observations and notes from the Google, Quantenna, Mist Systems and Mojo Networks presentations. Google Station presentation. “GOOGLE STATION: PUBLIC WI-FI TO CONNECT THE NEXT BILLION INTERNET USERS.” … Read More »Wi-Fi NOW Conference: Mojo, Mist, Google, Quantenna
Tomorrow, 650 Group’s Alan Weckel will be a featured speaker on the NBASE-T hosted webinar, entitled “Growth of NBASE-T, Market Trends and Forecast.” In this webinar, we will review Ethernet trends that related not only to Campus Switch ports, but also WLAN, computing and other devices. The NBASE-T ecosystem continues… Read More »NBASE-T Webinar Themes
Earlier this year, Aerohive issued a press release about its A3 software system. A3 is what we categorize as an Enhanced Network Access Control (ENAC) system; we calculate market share statistics on this market in our Security report series. The company is now getting ready to bring the product to… Read More »Aerohive A3 – Enhanced Network Access Control (ENAC) System Hitting the Market
There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google. Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »NetApp Industry Analyst Meeting announcements – Google and more flash
Today Arista announced its entry into the campus market launching several products in the core and aggregation layer for campus switching. For years there has always been a blurry line on how one defines campus core, partially driven by the utility of the Cat 6500 installed base. But this has… Read More »Arista Networks – Campus Core – A Little Bit of Campus, A Little Bit of Data Center
We attended the Huawei Analyst Summit 2018 in Shenzhen, China last week and reported mainly on service provider trends. This week, we highlight some of our observations about Huawei’s Enterprise business, specifically, the enterprise business. The Enterprise Services revenue grew 33% Y/Y in 2017, driven by 56% Y/Y growth in… Read More »Huawei Enterprise Services Growth was 33% Last Year
Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today. We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel. The main theme of these presentations, we think, is this: NFV/SDN is now deeply in… Read More »NFV World Congress – Nokia, NEC/netcracker, Google, CenturyTel Highlights
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services. Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software
