Chris DePuy

Marvell to Add Innovium to Its Portfolio to Enhance High-End DC Switching On August 3rd, Marvell announced its planned acquisition of Innovium for $1.1B.  The addition has good synergies.  Innovium had several design wins in the hyperscaler segment and Marvell provides additional scale, desire to expand custom, semi-custom, and merchant… Read More »Marvell To Add Innovium To Its Portfolio To Enhance High-end Dc Switching

In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions.   Many questions can arise as a raft of technologies, some traditional and others new, have entered the market.  There is a mix of chips that… Read More »Is Security Bandwidth Keeping Up With Network Bandwidth?

In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions.   Many questions can arise as a raft of technologies, some traditional and others new, have entered the market.  There is a mix of chips that… Read More »Is Security Bandwidth Keeping up with Network Bandwidth?

Extreme Networks announced its intention to acquire the Ipanema SD-WAN operations of Infovista.  The company expects the deal to close in October 2021 and that in Extreme’s Fiscal 2022, the revenue contribution will be “material.”  We think Extreme’s entry to the SD-WAN market gives the company exposure to a critical… Read More »Extreme Networks Entering The Sd-wan Market

Wireless Internet Service Providers (WISPs) and Managed Service Providers (MSPs) have a big opportunity coming up as wireless quickly evolves with LTE and 5G technologies. 650 Group analysts have observed the mobile market from a telecom and enterprise edge perspective for the past two decades. Today, there is more action… Read More »What Is Behind The 5g Cpe And Enterprise Surge?

Wireless Internet Service Providers (WISPs) and Managed Service Providers (MSPs) have a big opportunity coming up as wireless quickly evolves with LTE and 5G technologies. 650 Group analysts have observed the mobile market from a telecom and enterprise edge perspective for the past two decades. Today, there is more action… Read More »What is behind the 5g CPE and ENTERPRISE SURGE?