This week, Hewlett Packard Enterprise (HPE) announced its acquisition of Silver Peak. I would like to provide my take on the nearly $1B purchase and what it means for HPE, Aruba and the company’s SD-WAN journey. Why Silver Peak? By most accounts, privately-held Silver Peak is considered a leader in the SD-WAN space. It is a …
There has been much discussion lately on the subject of Open Radio Access Network (Open RAN). Open RAN promises to bring disruption to operators in the form of lower capital expense, accomplished by the disaggregation of general-purpose hardware and software for base station deployment. The Telecom Infra Project (TIP) took a crucial step in February of this …
Hewlett Packard Enterprise (HPE) held the digital version of its Discover event this week. Similar to the Atmosphere virtual event, held last week by HPE’s Aruba division, the “Intelligent Edge” was a core theme (see my coverage of the Aruba event here, if interested). Today I would like to share my edge and telco-related insights from Discover …
Hewlett Packard Enterprise Sharpens Its Edge At Discover 2020 Read More »
I attended the first ever virtual Cisco Live! event this week from the comfort of my home, as did many of the Cisco executives that presented. Before COVID-19 hit in full force, I traveled the world to attend enterprise networking and mobility conferences. It has definitely been a dramatic change—I miss the personal interactions with attendees as …
Cisco Live! 2020 Goes Digital To Address COVID-19 And Inclusivity Read More »
HPE Aruba held the digital version of its signature Atmosphere event this week. In an enlightened move, the company decided to have comedian and talk show host James Corden perform master of ceremonies duties, starting the event with some much-needed comic relief amid the coronavirus pandemic and recent social unrest. Not surprisingly, the “Intelligent Edge” …
HPE Aruba Delivers A Networking Sixth Sense With Its ESP Platform Read More »
There has been quite a lot of activity lately tied to the public cloud provider push into the telco space. Amazon Web Services launched its Wavelength initiative at the last re:Invent event in December to help operators “supercharge” 5G networks by placing compute and storage resources closer to the network edge. Google Cloud recently announced …
It has been almost a year since IBM closed its acquisition of Red Hat. I was initially skeptical of the announcement in the fall of 2018. Red Hat has been nimble and quick, disrupting the telco space with its Enterprise Linux, OpenStack, OpenShift, Cloudforms, and other open source platforms. I worried that Big Blue’s culture …
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …
COVID-19 continues to shock global markets, affecting nearly every sector of the U.S. economy. It has exposed a weakness in business continuity plans—organizations of all sizes are scrambling to support work from home. The need for reliable and secure collaboration is paramount. Last week I wrote about the efforts by networking infrastructure and service providers …
Networking Providers Inject Needed Liquidity Into The COVID-19 Fight Read More »
This week Hewlett Packard Enterprise (HPE) announced a set of initiatives aimed at simplifying operator deployments of 5G, including a new platform initiative, enhanced standards and tools, and open source collaboration. I recently spent time with executives from the company’s telecommunications division. I would like to share my insights into what I found to be …
Hewlett Packard Enterprise Aims To Deliver 5G Simplification Read More »
We are living in unprecedented times. As a product marketer and sales executive, I experienced the impact of other infectious diseases and viruses in tech such as SARS, the Avian flu and H1N1. However, in 2020 we live in an always connected, social media driven, instant news cycle. Has connectivity, the very topic area that …
The Networking And Carrier Tech Industry’s Proactive Response To COVID-19 Read More »
It’s no secret that 5G is big tech news these days. As an analyst, I spend considerable time with the largest carriers and cellular networking infrastructure providers in the world, including their silicon providers. I also spend time with the CBRS Alliance as well as the Linux Foundation networking and edge working groups. In all …
Marvell has a long track record in supporting cellular infrastructure dating back to the 3G networking era. My principal Patrick Moorhead captured his insights in this regard at Marvell’s inaugural analyst event in late January. If interested, you can find that article here. This article contains contributions from him as well. The company made two strategic …
Marvell Delivers Huge 5G Enhancements And Announces Samsung And Nokia Wins Read More »
Last week marked my second visit to the beautiful city of Riga, Latvia, for the ninth annual TechChill startup event. The show focused not only on 5G (my main love), but also blockchain, MedTech, FinTech, and Greentech—that’s a lot of tech! I spent nearly three days in the Baltics with a number of innovative companies and startups. …
VMware recently announced a change to its software licensing model that caps the number of cores supported in the CPU, effective April 2, 2020. Why did VMware do this? What is the real impact to IT? And what does this mean for the VMware ecosystem and competitive landscape? The next few paragraphs will try to tackle these …
What Does VMware Changing Its Licensing Model Mean For Enterprise IT? Read More »
I attended Cisco Systems’ Live European regional event in Barcelona last week, which happened to coincide with the Chinese New Year celebration. From my standpoint, Cisco successfully celebrated customer experience (CX) with several key announcements. I would like to share my insights from the conference. Why is customer experience such a big deal? Many organizations laud …
Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes …
Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business Read More »
The SD-WAN market is expansive. At my last count, over 60 different SD-WAN solution providers were in the market, both large and small. Soon I expect that this number will begin to rapidly consolidate and a half dozen or so dominant players will emerge. I believe Cisco Systems will be one of those SD-WAN victors …
Cisco Systems’ Dual Path To SD-WAN With Meraki And Viptela Read More »
AWS re:Invent came and went, and what a week it was. While the total number of announcements out of the conference was huge, the company itself made 13 significant announcements. These ranged from 5G to edge to core infrastructure to Quantum computing. Moor Insights & Strategy Principal Analyst Patrick Moorhead provided some great coverage that …
Cisco Systems launched a strategic initiative today to bring unprecedented scale to next generation networking and the Internet, dubbed the “Internet for the Future.” I would like to provide insights and summarize the three key components of the new strategy: custom silicon, optics and software enhancements. Our principal analyst Patrick Moorhead attended the event in San …
