We attended the Marvell Industry Analyst Day in Santa Clara, California today. The company focused almost exclusively on the Data Center market opportunities the company is pursuing. Numerous spokespersons said that it thinks it has enough manufacturing capacity to hit its 2026 plans and it is working with customers and its suppliers… Read More »Marvell’s CPO Story Unfolds at its Industry Analyst Meeting
We attended two separate presentations made by Ciena last week and have reflected on the comments made by the company. In summary, Ciena advocated using both pluggables like ZR and ZR+ as well as high-performance optical transport systems (its main business) together to construct cost-effective networks. The mix and match… Read More »Our take On Ciena’s Pluggables Strategy
Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an… Read More »Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group
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
Portola Valley, California – September 7, 2017 – A newly released market leading report by 650 Group indicates that Data Center Ethernet Switch market revenue and port shipments hit a record in 2Q17. Arista, Dell, H3C, Juniper, and White Box all achieve all time record revenue results. New platforms and… Read More »China, North America and Data Center Interconnect Drive Data Center Ethernet Switch Market in 2Q17, According to 650 Group
