Technology Analyst and co-founder of 650 Group
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
Today, we attended a presentation made by Huawei to discuss 5G. The company emphasized several interesting points: 2020 is the year for commercial launch of 5G. The company confirmed its understanding that Chinese operators will commercialize 5G in 2020. It explained that in Korea, while there are trials planned in… Read More »Huawei says 5G goes commercial in 2020
Yesterday, Aerohive announced an expansion to its Connect Strategy that results in price cuts across its entire product line by virtue of its extension of its Connect cloud-services offering to all products. Given that Connect is a free version of cloud-managed services, it would accurate to say Aerohive is now… Read More »Aerohive price aggression accelerating
Since 2014, the E-Rate program has slowed down spending in the once-largest vertical market for WLAN gear – the K-12 education market. Since the information about bidding and spending patterns for E-Rate is public, it is has been clear that the funding process – which adds almost a year more… Read More »Us FCC finally looks to fix the broken e-rate program
Alcatel-Lucent Enterprise (ALE) presented its quarterly results to analysts today. We have been eagerly waiting to check in to see how the company’s new in-house developed enterprise-class WLAN access points had performed in 1Q17. What we learned was interesting – the company’s WLAN revenues grew almost 10% Y/Y, driven by… Read More »alcatel-lucent enterprise wlan strategy is paying off
SD-WAN vendor Riverbed announced plans to acquire Wireless LAN vendor Xirrus today. Riverbed emphasizes its product line and portfolio strategy in the Software Defined Wide Area Network (SD-WAN) market. Xirrus has emphasized its product portfolio as being a cloud-enabled Wireless LAN (WLAN) market vendor. Two main themes come to mind… Read More »Riverbed acquires xirrus
Extreme Networks has been very busy announcing acquisitions lately. Yesterday, it announced plans to acquire Brocade’s Data Center switch business and on March 7, it announced plans to acquire Avaya’s switch business. Additionally, it completed its acquisition of the Zebra Wireless LAN business just last October 2016. When the two switch… Read More »Market share implications of Extreme Networks acquisitions
