|By Michael Bushong||
|October 21, 2013 06:00 AM EDT||
In what is easily the most detailed press coverage of what Insieme intends to launch, Jim Duffy reported facts obtained by the ubiquitous sources in an article on Network World last Friday: http://www.networkworld.com/community/blog/ciscoinsieme-40g-coming-close-10g. If you have not read the article and you have interest in Insieme, you ought to take a look.
In the article, Duffy writes:
The impact of ACI on existing Cisco Nexus products could be significant. Its VXLAN foundation could obsolete Cisco's five-year-old Fabricpath and recently-announced Dynamic Fabric Automation, yet users needing those features and LISP, OTV and MPLS will continue to require the Nexus 7000/7700 with F3 capabilities.
If you have been following the Insieme chatter for awhile, you probably heard rumors that Cisco would announce its spin-in at any of Cisco Live, VMWorld, or Interop NY. As those events came and passed, the theory was that there was some internal jockeying as competing Cisco factions squared off against one another. This was, of course, all in support of having a coherent data center switching strategy.
While I have no doubt that there are people inside Cisco who think there needs to be a coherent data center strategy, I think that a non-overlapping technical strategy is not exactly the same thing. Said differently, if I were John Chambers, it would be perfectly fine with me if I had different teams offering competing solutions to the same space.
How can that make any sense?
Cisco is a dominant incumbent. It is hard to believe that they will ride this newest wave of disruption to even higher market share. Their primary strategic imperative has to be defense. They are facing a new push from challengers buoyed by venture capital chasing the SDN dream. They are up against a handful of white box switching companies looking to do to networking what white box servers did to compute. They face increasing competition from the mainline networking guys like Brocade, HP, Dell, and Juniper. And they have to be wary of what VMWare is up to.
All of these headwinds spell tougher times for Cisco. With the various constituents competing along different axes, Cisco will have to fight through both price and innovation.
So how do you put together a coherent strategy against all of these different foes? The answer is: you don't.
Cisco doesn't need to have a single competitive solution to all of the different threats that face them. The way to think about this is not as a data center problem looking for a solution. Instead, picture the switching market as more of a Choose Your Own Adventure book. Cisco's job is to make it so that whatever choice you make, there is a Cisco ending that you wind up with.
This means that customers looking merely to keep their networks functioning need to have an easy upgrade path. For these Cat6k customers, Cisco continues to invest in the Cat6k. If a customer is interested in dipping a toe in the Fabric Waters, FabricPath is sitting there waiting. If a customer wants to try out more of an SDN solution, Cisco is backing OpenDaylight. Whatever a customer might want to try, Cisco's strategy is along the lines of "We have that."
The first reaction from folks is that having multiple solutions to the same problem is an expensive way to compete. This is actually a true statement. But think about this slightly differently. If you were a competing networking company, would you invest in any of legacy, fabric, or SDN if it meant grabbing 10% share? The answer is an unequivocal yes.
So why then is it surprising that Cisco would have each of these solutions to hang onto that same 10%?
I don't mean this to say that Cisco has networking always and forever in the bag, but this is why I think some of the pundits' conclusions that SDN spells the end for Cisco are a little bit lazy. Whoever knocks Cisco down in the switching space will have to take out more than just "data center". They have to take down a few flavors of data center.
But does this mean that Cisco is invulnerable?
Absolutely not. Even the largest companies with the toughest of holds on an industry are vulnerable. If Insieme teaches us nothing else, it should teach us that Cisco has realized it cannot reinvent technologies without freeing up innovation from the somewhat stifling culture that permeates the Mother Ship. To date, they have a pretty strong track record of having employees start these offshoot companies and bring back the products. But with the VC world heating up, these spin-ins are becoming increasingly expensive.
As external investments become more pricey, it reduces the margin of error. So long as the big blockbuster movie pays off, the studio can afford more. But with a more intense competitive landscape than in any time in recent memory, it will be interesting to see if the success rate takes a hit at all.
And of course there is the broader industry trend toward heterogeneous integration. Much of the hope (and hype?) of technologies like SDN, NFV, Network Virtualization, and DevOps is predicated on an ability to unify multiple solution components through some overarching shim layer (call it orchestration or management or integration or whatever you like). That unification of disparate IT silos might ultimately spell the end for a couple of the Choose Your Own Adventure endings. As these endings disappear, there is a very real question about where those customers wind up.
I personally believe that Cisco has been fairly crafty in keeping its strategic options open. I see the in-fighting as a bit more Machiavellian than dysfunctional. But I do think the number of endgames is narrowing. I suspect that this will force a sharpening in what has probably seemed to many as a fairly blunt strategy for the past several years. The Insieme launch on November 6 will likely be our first collective chance to get a peek at how Cisco views this whole thing.
To read more posts on this topic, check out:
- Plexxi on Cisco: Application-Driven Networking is the New Black
- Cisco, VMW, and ODP: Different strategies to win the network control battle
The post Strategic musings on the latest Cisco/Insieme rumors appeared first on Plexxi.
In the 21st century, security on the Internet has become one of the most important issues. We hear more and more about cyber-attacks on the websites of large corporations, banks and even small businesses. When online we’re concerned not only for our own safety but also our privacy. We have to know that hackers usually start their preparation by investigating the private information of admins – the habits, interests, visited websites and so on. On the other hand, our own security is in danger bec...
Oct. 27, 2016 02:30 PM EDT Reads: 572
The explosion of new web/cloud/IoT-based applications and the data they generate are transforming our world right before our eyes. In this rush to adopt these new technologies, organizations are often ignoring fundamental questions concerning who owns the data and failing to ask for permission to conduct invasive surveillance of their customers. Organizations that are not transparent about how their systems gather data telemetry without offering shared data ownership risk product rejection, regu...
Oct. 27, 2016 02:17 PM EDT
As companies adopt the cloud-to-streamline workflow, deployment hasn’t been very seamless because of IT concerns surrounding security risks. The cloud offers many benefits, but protecting and securing information can be tricky across multiple cloud providers and remains IT’s overall responsibility. In his session at 19th Cloud Expo, Simon Bain, CEO of SearchYourCloud, will address security compliance issues associated with cloud applications and how document-level encryption is critical for sup...
Oct. 27, 2016 01:48 PM EDT Reads: 167
SYS-CON Events announced today that Cemware will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Use MATLAB functions by just visiting website mathfreeon.com. MATLAB compatible, freely usable, online platform services. As of October 2016, 80,000 users from 180 countries are enjoying our platform service.
Oct. 27, 2016 01:45 PM EDT Reads: 987
SYS-CON Events announced today that MathFreeOn will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. MathFreeOn is Software as a Service (SaaS) used in Engineering and Math education. Write scripts and solve math problems online. MathFreeOn provides online courses for beginners or amateurs who have difficulties in writing scripts. In accordance with various mathematical topics, there are more tha...
Oct. 27, 2016 01:45 PM EDT Reads: 1,136
Data is the fuel that drives the machine learning algorithmic engines and ultimately provides the business value. In his session at Cloud Expo, Ed Featherston, a director and senior enterprise architect at Collaborative Consulting, will discuss the key considerations around quality, volume, timeliness, and pedigree that must be dealt with in order to properly fuel that engine.
Oct. 27, 2016 01:45 PM EDT Reads: 3,992
Successful digital transformation requires new organizational competencies and capabilities. Research tells us that the biggest impediment to successful transformation is human; consequently, the biggest enabler is a properly skilled and empowered workforce. In the digital age, new individual and collective competencies are required. In his session at 19th Cloud Expo, Bob Newhouse, CEO and founder of Agilitiv, will draw together recent research and lessons learned from emerging and established ...
Oct. 27, 2016 01:45 PM EDT Reads: 1,586
SYS-CON Events announced today that StarNet Communications will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. StarNet Communications’ FastX is the industry first cloud-based remote X Windows emulator. Using standard Web browsers (FireFox, Chrome, Safari, etc.) users from around the world gain highly secure access to applications and data hosted on Linux-based servers in a central data center. ...
Oct. 27, 2016 01:30 PM EDT Reads: 2,263
The best way to leverage your Cloud Expo presence as a sponsor and exhibitor is to plan your news announcements around our events. The press covering Cloud Expo and @ThingsExpo will have access to these releases and will amplify your news announcements. More than two dozen Cloud companies either set deals at our shows or have announced their mergers and acquisitions at Cloud Expo. Product announcements during our show provide your company with the most reach through our targeted audiences.
Oct. 27, 2016 01:15 PM EDT Reads: 5,077
Virgil consists of an open-source encryption library, which implements Cryptographic Message Syntax (CMS) and Elliptic Curve Integrated Encryption Scheme (ECIES) (including RSA schema), a Key Management API, and a cloud-based Key Management Service (Virgil Keys). The Virgil Keys Service consists of a public key service and a private key escrow service.
Oct. 27, 2016 01:15 PM EDT Reads: 1,196
In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, will discuss how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team a...
Oct. 27, 2016 01:15 PM EDT Reads: 821
SYS-CON Events announced today that eCube Systems, the leading provider of modern development tools and best practices for Continuous Integration on OpenVMS, will exhibit at SYS-CON's @DevOpsSummit at Cloud Expo New York, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. eCube Systems offers a family of middleware products and development tools that maximize return on technology investment by leveraging existing technical equity to meet evolving business needs. ...
Oct. 27, 2016 01:00 PM EDT Reads: 4,647
Intelligent machines are here. Robots, self-driving cars, drones, bots and many IoT devices are becoming smarter with Machine Learning. In her session at @ThingsExpo, Sudha Jamthe, CEO of IoTDisruptions.com, will discuss the next wave of business disruption at the junction of IoT and AI, impacting many industries and set to change our lives, work and world as we know it.
Oct. 27, 2016 01:00 PM EDT Reads: 343
@ThingsExpo has been named the Top 5 Most Influential Internet of Things Brand by Onalytica in the ‘The Internet of Things Landscape 2015: Top 100 Individuals and Brands.' Onalytica analyzed Twitter conversations around the #IoT debate to uncover the most influential brands and individuals driving the conversation. Onalytica captured data from 56,224 users. The PageRank based methodology they use to extract influencers on a particular topic (tweets mentioning #InternetofThings or #IoT in this ...
Oct. 27, 2016 01:00 PM EDT Reads: 8,614
Join Impiger for their featured webinar: ‘Cloud Computing: A Roadmap to Modern Software Delivery’ on November 10, 2016, at 12:00 pm CST. Very few companies have not experienced some impact to their IT delivery due to the evolution of cloud computing. This webinar is not about deciding whether you should entertain moving some or all of your IT to the cloud, but rather, a detailed look under the hood to help IT professionals understand how cloud adoption has evolved and what trends will impact th...
Oct. 27, 2016 12:00 PM EDT Reads: 707
More and more brands have jumped on the IoT bandwagon. We have an excess of wearables – activity trackers, smartwatches, smart glasses and sneakers, and more that track seemingly endless datapoints. However, most consumers have no idea what “IoT” means. Creating more wearables that track data shouldn't be the aim of brands; delivering meaningful, tangible relevance to their users should be. We're in a period in which the IoT pendulum is still swinging. Initially, it swung toward "smart for smar...
Oct. 27, 2016 11:45 AM EDT Reads: 1,254
Enterprises have been using both Big Data and virtualization for years. Until recently, however, most enterprises have not combined the two. Big Data's demands for higher levels of performance, the ability to control quality-of-service (QoS), and the ability to adhere to SLAs have kept it on bare metal, apart from the modern data center cloud. With recent technology innovations, we've seen the advantages of bare metal erode to such a degree that the enhanced flexibility and reduced costs that cl...
Oct. 27, 2016 11:15 AM EDT Reads: 567
All clouds are not equal. To succeed in a DevOps context, organizations should plan to develop/deploy apps across a choice of on-premise and public clouds simultaneously depending on the business needs. This is where the concept of the Lean Cloud comes in - resting on the idea that you often need to relocate your app modules over their life cycles for both innovation and operational efficiency in the cloud. In his session at @DevOpsSummit at19th Cloud Expo, Valentin (Val) Bercovici, CTO of So...
Oct. 27, 2016 11:15 AM EDT Reads: 2,239
With an estimated 50 billion devices connected to the Internet by 2020, several industries will begin to expand their capabilities for retaining end point data at the edge to better utilize the range of data types and sheer volume of M2M data generated by the Internet of Things. In his session at @ThingsExpo, Don DeLoach, CEO and President of Infobright, discussed the infrastructures businesses will need to implement to handle this explosion of data by providing specific use cases for filterin...
Oct. 27, 2016 11:00 AM EDT Reads: 3,062
Security, data privacy, reliability, and regulatory compliance are critical factors when evaluating whether to move business applications from in-house, client-hosted environments to a cloud platform. Quality assurance plays a vital role in ensuring that the appropriate level of risk assessment, verification, and validation takes place to ensure business continuity during the migration to a new cloud platform.
Oct. 27, 2016 11:00 AM EDT Reads: 2,128