|By Michael Bushong||
|January 28, 2014 03:17 PM EST||
Big news in networking today as Dell announced plans to ship its Force10 switches with Cumulus software. The news is covered in several places, including the following:
These articles do a good job of explaining what Dell and Cumulus are up to. I won’t rehash the product or technical details here. But what are the implications of this announcement?
When Cumulus first came onto the networking scene, the talk was all about decoupling networking hardware and software and how that would help lead the white box switching movement forward. The hope was that by separating the brains from the brawn – the network OS from the underlying switching hardware – the switches themselves would become dumb transport devices, allowing them to be replaced by commodity switches.
At the same time, they advanced a familiar thread in networking by saying that the decoupling of hardware and software would help fight vendor lock-in. At the time, this argument specious. Supporting a network OS across a set of functionally identical white box switches doesn’t provide any choice. Customers would basically have their choice of the same device manufactured by several different vendors. Choice of manufacturer is not really what people were looking for, so the optionality argument put forth was somewhat disingenuous at the time.
Today’s announcement changes both of these points in a significant way.
By shipping their Linux-based networking operating system on a mainstream vendor switch, Cumulus is proving that they are capable of doing more than just running on top of a reference switching design. This means that customers have the option of selecting into a Cumulus environment and effectively swapping out the underlying devices depending on the specific need. That is not to suggest that there are not barriers to change once you get settled on a single platform, but those barriers are more palatable when the software that runs on top remains constant. Indeed, much of the lock-in for any networking solution is in the software. If the software is constant, the hardware is more open to change.
But the subtle point here is that the driving decision for customers might not always be the lowest possible price for a hardware platform. If the future of networking is going to be the lowest possible CapEx, then the only platforms Cumulus ought spend any time supporting are the lowest-cost platforms. But that’s not what’s happening.
To date, Cumulus has been somewhat complicit in propagating the message that it is all about CapEx. They have driven, or at least allowed, the conversation towards CapEx. Strategically, this was a pretty crafty move. The story, even if not entirely true, is pretty easy to understand, and if there is one thing that we have learned with this whole wave of SDN and related technologies, it’s that people are moved by simple stories. There is no simpler story than saying that the future of networking will necessarily follow the server evolution, resulting in cheap white box switches.
Somewhere along the way, the story started to change. White box became bare metal, and, if you watch closely, CapEx is becoming OpEx.
This was a necessary shift. The reality is that competing on a pure CapEx difference was never going to be a successful long-term play. While CapEx will work for a time, the simple fact that most of the switching world is converging on a narrow set of switching silicon means that the difference in price between the low and high ends of the market is going to become smaller over time. On top of that, the high end of that space is dominated by incumbents who have enough volume to negotiate better per-unit pricing, which allows them to get even more competitive on price.
So what is likely next for Cumulus?
This should be a relatively noticeable inflection point in their go-to-market strategy. I would guess that 2014 becomes a lot more about OpEx than CapEx. They should start to lean more heavily on their Linux foundation (though, to be fair, almost everyone has a Linux base at this point). They will likely shift their public dialogue more towards automation and DevOps. In private meetings, they will likely talk about support pricing as well (particularly in comparison to Cisco support costs, a long-time customer pet peeve). I say that the supporting pricing will be private because any real public discussion about pricing allows Cisco to just change their support costs on a per-deal basis and effectively squash that differentiator.
The interesting impacts, though, are not really related to product. Now that Cumulus has lined up Dell, how long before some of the other vendors come along? It is not a huge stretch to see someone like Extreme come along for the ride. They already announced support for Big Switch’s SwitchLight software, so opening up to another player would be a natural move (though it would depend on the terms of that relationship, obviously). After that, HP becomes interesting. How far up-market can this go? When all is said and done, can Cumulus hop on board enough single-digit players to move their addressable share to north of 10%? It is worth noting that Cumulus will not be sold on 100% of their partner solutions, so it really is addressable share more than actual share.
And if they do make progress over time, what happens to the industry if VMWare takes them out? It could be that Cumulus is an interesting way to add a software-only product to the networking portfolio, a nice complement to NSX. This would basically galvanize a number of players against Cisco, allowing a common go-to-market framework. Sure, the individual players lose a bit of their ability to differentiate in software, but market share hasn’t been moving for many of these companies anyway. Their best bet could be to become a nuisance to Cisco in switching, which could tie Cisco up in a way that makes them less capable of responding on other fronts.
The companies that become extremely interesting in this scenario are those companies who have made gains in switching. Brocade has been making progress, so it would be more difficult for them to make the leap to a Cumulus network OS like the others. Brocade has already started talking OpEx and automation, so they could have the go-to-market capabilities to go it alone, drafting on the shift in industry dialogue.
It’s difficult to predict what will happen with any precision, but this partnership certainly has war rooms across the industry spun up today. Ultimately, these types of moves are good for customers, even if they make life a little chaotic on the vendor side for awhile.
[Today's fun fact: A Boeing 747′s wingspan is longer than the Wright brother’s first flight.]
The post From white box to bare metal: Dell to run Cumulus SW on Force10 switches appeared first on Plexxi.
Keeping pace with advancements in software delivery processes and tooling is taxing even for the most proficient organizations. Point tools, platforms, open source and the increasing adoption of private and public cloud services requires strong engineering rigor – all in the face of developer demands to use the tools of choice. As Agile has settled in as a mainstream practice, now DevOps has emerged as the next wave to improve software delivery speed and output. To make DevOps work, organization...
Jul. 28, 2016 12:15 AM EDT Reads: 2,218
"We've discovered that after shows 80% if leads that people get, 80% of the conversations end up on the show floor, meaning people forget about it, people forget who they talk to, people forget that there are actual business opportunities to be had here so we try to help out and keep the conversations going," explained Jeff Mesnik, Founder and President of ContentMX, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 27, 2016 10:30 PM EDT Reads: 1,402
Let’s face it, embracing new storage technologies, capabilities and upgrading to new hardware often adds complexity and increases costs. In his session at 18th Cloud Expo, Seth Oxenhorn, Vice President of Business Development & Alliances at FalconStor, discussed how a truly heterogeneous software-defined storage approach can add value to legacy platforms and heterogeneous environments. The result reduces complexity, significantly lowers cost, and provides IT organizations with improved efficienc...
Jul. 27, 2016 10:30 PM EDT Reads: 2,011
SYS-CON Events announced today that Isomorphic Software will exhibit at DevOps Summit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Isomorphic Software provides the SmartClient HTML5/AJAX platform, the most advanced technology for building rich, cutting-edge enterprise web applications for desktop and mobile. SmartClient combines the productivity and performance of traditional desktop software with the simp...
Jul. 27, 2016 10:30 PM EDT Reads: 1,146
"When you think about the data center today, there's constant evolution, The evolution of the data center and the needs of the consumer of technology change, and they change constantly," stated Matt Kalmenson, VP of Sales, Service and Cloud Providers at Veeam Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 27, 2016 10:15 PM EDT Reads: 1,402
Internet of @ThingsExpo, taking place November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 19th International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world and ThingsExpo Silicon Valley Call for Papers is now open.
Jul. 27, 2016 10:00 PM EDT Reads: 2,658
The IoT is changing the way enterprises conduct business. In his session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, discussed how businesses can gain an edge over competitors by empowering consumers to take control through IoT. He cited examples such as a Washington, D.C.-based sports club that leveraged IoT and the cloud to develop a comprehensive booking system. He also highlighted how IoT can revitalize and restore outdated business models, making them profitable ...
Jul. 27, 2016 09:45 PM EDT Reads: 1,996
In his session at @DevOpsSummit at 19th Cloud Expo, Yoseph Reuveni, Director of Software Engineering at Jet.com, will discuss Jet.com's journey into containerizing Microsoft-based technologies like C# and F# into Docker. He will talk about lessons learned and challenges faced, the Mono framework tryout and how they deployed everything into Azure cloud. Yoseph Reuveni is a technology leader with unique experience developing and running high throughput (over 1M tps) distributed systems with extre...
Jul. 27, 2016 09:45 PM EDT Reads: 2,168
[webcast] Continuous Delivery in the Enterprise | @DevOpsSummit @IBMDevOps #IBM #DevOps #ContinuousDelivery
To leverage Continuous Delivery, enterprises must consider impacts that span functional silos, as well as applications that touch older, slower moving components. Managing the many dependencies can cause slowdowns. See how to achieve continuous delivery in the enterprise.
Jul. 27, 2016 09:30 PM EDT Reads: 296
"delaPlex is a software development company. We do team-based outsourcing development," explained Mark Rivers, COO and Co-founder of delaPlex Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 27, 2016 08:00 PM EDT Reads: 2,030
We all know the latest numbers: Gartner, Inc. forecasts that 6.4 billion connected things will be in use worldwide in 2016, up 30 percent from last year, and will reach 20.8 billion by 2020. We're rapidly approaching a data production of 40 zettabytes a day – more than we can every physically store, and exabytes and yottabytes are just around the corner. For many that’s a good sign, as data has been proven to equal money – IF it’s ingested, integrated, and analyzed fast enough. Without real-ti...
Jul. 27, 2016 07:30 PM EDT Reads: 1,100
"There's a growing demand from users for things to be faster. When you think about all the transactions or interactions users will have with your product and everything that is between those transactions and interactions - what drives us at Catchpoint Systems is the idea to measure that and to analyze it," explained Leo Vasiliou, Director of Web Performance Engineering at Catchpoint Systems, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York Ci...
Jul. 27, 2016 06:45 PM EDT Reads: 2,063
As companies gain momentum, the need to maintain high quality products can outstrip their development team’s bandwidth for QA. Building out a large QA team (whether in-house or outsourced) can slow down development and significantly increases costs. This eBook takes QA profiles from 5 companies who successfully scaled up production without building a large QA team and includes: What to consider when choosing CI/CD tools How culture and communication can make or break implementation
Jul. 27, 2016 06:00 PM EDT Reads: 1,683
Actian Corporation has announced the latest version of the Actian Vector in Hadoop (VectorH) database, generally available at the end of July. VectorH is based on the same query engine that powers Actian Vector, which recently doubled the TPC-H benchmark record for non-clustered systems at the 3000GB scale factor (see tpc.org/3323). The ability to easily ingest information from different data sources and rapidly develop queries to make better business decisions is becoming increasingly importan...
Jul. 27, 2016 05:45 PM EDT Reads: 876
A critical component of any IoT project is what to do with all the data being generated. This data needs to be captured, processed, structured, and stored in a way to facilitate different kinds of queries. Traditional data warehouse and analytical systems are mature technologies that can be used to handle certain kinds of queries, but they are not always well suited to many problems, particularly when there is a need for real-time insights.
Jul. 27, 2016 04:30 PM EDT Reads: 1,870
Redis is not only the fastest database, but it is the most popular among the new wave of databases running in containers. Redis speeds up just about every data interaction between your users or operational systems. In his session at 19th Cloud Expo, Dave Nielsen, Developer Advocate, Redis Labs, will share the functions and data structures used to solve everyday use cases that are driving Redis' popularity.
Jul. 27, 2016 04:30 PM EDT Reads: 1,631
You think you know what’s in your data. But do you? Most organizations are now aware of the business intelligence represented by their data. Data science stands to take this to a level you never thought of – literally. The techniques of data science, when used with the capabilities of Big Data technologies, can make connections you had not yet imagined, helping you discover new insights and ask new questions of your data. In his session at @ThingsExpo, Sarbjit Sarkaria, data science team lead ...
Jul. 27, 2016 04:15 PM EDT Reads: 1,139
Extracting business value from Internet of Things (IoT) data doesn’t happen overnight. There are several requirements that must be satisfied, including IoT device enablement, data analysis, real-time detection of complex events and automated orchestration of actions. Unfortunately, too many companies fall short in achieving their business goals by implementing incomplete solutions or not focusing on tangible use cases. In his general session at @ThingsExpo, Dave McCarthy, Director of Products...
Jul. 27, 2016 04:00 PM EDT Reads: 1,741
[session] Throwing Away the Codebase By @ReadyTalk | @CloudExpo #Cloud #DevOps #DigitalTransformation
Is your aging software platform suffering from technical debt while the market changes and demands new solutions at a faster clip? It’s a bold move, but you might consider walking away from your core platform and starting fresh. ReadyTalk did exactly that. In his General Session at 19th Cloud Expo, Michael Chambliss, Head of Engineering at ReadyTalk, will discuss why and how ReadyTalk diverted from healthy revenue and over a decade of audio conferencing product development to start an innovati...
Jul. 27, 2016 04:00 PM EDT Reads: 1,063
"Software-defined storage is a big problem in this industry because so many people have different definitions as they see fit to use it," stated Peter McCallum, VP of Datacenter Solutions at FalconStor Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 27, 2016 04:00 PM EDT Reads: 1,530