Technology Analyst and co-founder of 650 Group
Yesterday, Comcast announced its ActiveCore SDN platform. We are attending Comcast’s analyst day and learned quite a bit on day one, but wanted to focus this blog on Routing. To date, there has been an argument of SD-WAN and it ability to replace expensive telco MPLS solutions. If a customer… Read More »Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble
We attended the Deutsche Bank Tech conference this week and met with a ton of companies. It is always interesting to see the difference in questions from investors vs. those directly in the industry. During the conference, each company put spin and had different definitions of Data Center Interconnect (DCI)… Read More »Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference
Last week we attended Huawei Connect conference in Shanghai which is turning into a massive event for Huawei with significant customer attendance. It was tons of fun to talk to customers, catch up with friends, and the different parts of Huawei while on the show floor. While there are ton… Read More »Huawei Connect – Connecting Clouds and Everything Else
We attended the Nokia analyst meeting for its Fixed Access business, where the company explained its priorities for the upcoming year. these include: (a) an expansion to its In-Home WiFi focus, (b) an aggressive push to move all but physical layer functions into the Cloud, and (c) the launch of… Read More »Nokia Broadband strategy Revealed
Tomorrow, at 8:30 AM, we are presenting at the Flash Memory Summit 2017 and will share our views on the storage infrastructure market. We expecting growth in segments such as hyperconverged, All Flash Arrays, and SDS. We expect growth from customer groups such as Cloud Service Providers, as well as… Read More »Storage Infrastructure Market update
We attended the F5 analyst meeting, the first with new CEO, Francois Locoh-Donou. It is clear that the new CEO understands the impact the growth in the cloud has on F5, and VP Sales John DiLullo even went so far as to say that beginning about 18 months ago, his… Read More »F5 Analyst Meeting – Application Security Focus
The GENBAND Perspectives 2017 conference in Los Angeles did a good job of highlighting the relatively smaller division at GENBAND – Kandy. Additionally, the company highlighted its advances towards an NFV World, its participation in so-called “Network Evolution” (upgrading old PSTN and VoIP systems to new VoIP and IMS systems).… Read More »GENBAND perspectives 2017 conference
Today, Cisco announced the Catalyst 9000 family. The first new Catalyst line in many years focused on campus networking as a unified network involving security, WLAN, and switching. This is a very big announcement for Cisco as it’s a real step towards Unified Access and not thinking of WLAN as… Read More »Cisco Catalyst 9000 – Major Step forward in Campus switching
Today Broadcom announced Trident 3. The companies third major release of a chip that drove the merchant silicon revolution in the data center and started the white box movie in the Cloud. With Trident 3, all of Broadcom’s data center switching ASICs now support speeds of at least 3.2 Tbps… Read More »Broadcom’s Trident 3 – A big deal well beyond the data center
Today Nokia announced its new FP4 ASIC and 7750 SR Router. Playing the leapfrogging game on speeds, we saw 36 400 Gbs ports in a 2RU box that looks awfully similar to a spine switch and the further blurring of what a next gen router and switch really look like,… Read More »Nokia – 7750 SR – The race to 400 Gbps and Cloud Scale
