Welcome!

Cloud Expo Authors: Carmen Gonzalez, Jason Bloomberg, John Wetherill, Pat Romanski, David Fletcher

Blog Feed Post

It’s happening – Oracle moves closer still to networking infrastructure

I have commented a few times (here and here) that the move towards software-defined everything means that new combatants will be stepping into what has been traditionally been a fairly sparsely populated networking boxing ring. If one of the end games for SDN is a tighter link between applications and the network, then it was always only a matter of time before the networking guys stepped into applications, and the application guys stepped into networking.

And so as Oracle announces another acquisition in the SDN space, this appears to be playing out as predicted.

In case you missed it, Oracle announced this week that they were acquiring WAN virtualization player Corente, whose “policy-defined and enforced abstraction layer…replaces the hard-wired enterprise network with an intelligent software-defined one.”

There are a few stories about the acquisition here:

So what does this mean for the networking industry?

This is the next step in what will likely be a long journey from enterprise software into broader IT infrastructure. The future of IT is not silos of compute, storage, networking, and applications. So any company whose ambition is to be the leading IT vendor will need to broaden their portfolio to include the various elements. This means that companies like Oracle will need to add aspects of networking to their existing compute, storage, and application assets.

It also means that traditional networking vendors will need to, at some point, expand their own reach across the infrastructure/application boundary. And the faster that Oracle moves, the more quickly those changes will play out.

None of this is lost on Cisco, by the way. At their Insieme coming-out party, CEO John Chambers didn’t talk about networking. His dialogue with analysts and reporters has consistently targeted Cisco’s objectives to be the leading IT company.

Two titans squaring off in a bout with stakes as large as the whole of IT spend will have repercussions for the entire industry.

  • Selling motions will evolve, which will change infrastructure insertion. If the IT silos do in fact come down, then what triggers new infrastructure purchases? Today, infrastructure purchases are largely capacity-based. I need this many new servers, which will drive this much new storage and network capacity. But is it possible that you start to see application-led sales? I want to deploy this enterprise application for this many users across this many data centers. Over time, it is conceivable that supporting infrastructure is pulled through. Obviously, this won’t happen overnight, and it certainly won’t happen everywhere.
  • Product bundling will match the selling motions. If the purchasing behavior is around these broader IT solutions, then vendors will start to bundle their products that way as well. This means that purchases at the largest enterprises become even more about volume purchase agreements. This makes life hard for anyone who is competing in the networking space on price. If the network is getting pulled along with compute, storage, and applications, the larger vendors can just drop the price contribution for networking gear, effectively negating any cost advantages. Blending margins across a portfolio (particularly one that includes software products) is common practice already.
  • Differentiation will move from price to value. This is one of those Oh Duh! observations that ought to be happening anyway, but it is worth pointing out that if you are not competing at the overarching IT solution level, you better be offering value of some sort underneath. Being cheaper won’t cut it. You have to be able to demonstrate how you contribute to the broader IT experience. This should expand the double-Ex discussion from CapEx and OpEx to CapEx, OpEx, and AppEx (application experience).
  • In solutions, orchestration of workflows and workloads is key. Once the universe moves to these broader solutions, there will be an even more urgent requirement to make all these disparate systems work together. This means that integration will become a major sales attack vector. For the big guys, this will shift a larger part of the competitive battle to professional services. How will a company like Oracle who has mastered the professional services business fare in a more technical environment? How will a company like Cisco that has mastered the technical side fare when they have to turn it into a stronger business? And what happens to systems integrators (looking at you, IBM) who will want to compete in the same space? For the smaller players, professional services can help mitigate risk, but it means that gear will need to be designed expressly with integration in mind. Any vendor who doesn’t talk in very explicit terms about this already is in trouble. You have to build integration in from the architectural beginnings; as a bolt-on, integration is not effective.
  • The partner landscape will be interesting. If professional services are important for the larger customers, imagine the opportunity that exists for VARs in the mid-sized space? The VARs that are adding integration skills (orchestration, DevOps, and so on) will have a marked advantage over those who do not. There will be large VARs who will be put out of business because they failed to identify and evolve with the shifting sands.
  • There will be some wildcard changes as well. I don’t know what they will be (they are wildcards, after all), but what happens to companies that typically lead these large IT transformation initiatives (Accenture, Deloitte, Infosys, PRTM, and so on)? Does this create more opportunity? Does this create more competition? Do they compete with the vendors they support?
  • Where are IBM and SAP in all of this? It is probably unfair to call out IBM as they are active in OpenDaylight and have been pursuing DOVE for some time. But what happens to these giants if the battle shifts?

Those of us in the networking industry typically focus on our industry fairly exclusively. But disruption rarely occurs from within. If we are too insular, we will collectively miss the moves at the periphery, which could leave a lot of us out in the cold (even those of us who call the warm West Coast our home).

To read more on this topic, check out:

The post It’s happening – Oracle moves closer still to networking infrastructure appeared first on Plexxi.

Read the original blog entry...

More Stories By Michael Bushong

The best marketing efforts leverage deep technology understanding with a highly-approachable means of communicating. Plexxi's Vice President of Marketing Michael Bushong has acquired these skills having spent 12 years at Juniper Networks where he led product management, product strategy and product marketing organizations for Juniper's flagship operating system, Junos. Michael spent the last several years at Juniper leading their SDN efforts across both service provider and enterprise markets. Prior to Juniper, Michael spent time at database supplier Sybase, and ASIC design tool companies Synopsis and Magma Design Automation. Michael's undergraduate work at the University of California Berkeley in advanced fluid mechanics and heat transfer lend new meaning to the marketing phrase "This isn't rocket science."

@CloudExpo Stories
DevOps Summit 2015 New York, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that it is now accepting Keynote Proposals. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development cycles that produce software that is obsolete...
“DevOps is really about the business. The business is under pressure today, competitively in the marketplace to respond to the expectations of the customer. The business is driving IT and the problem is that IT isn't responding fast enough," explained Mark Levy, Senior Product Marketing Manager at Serena Software, in this SYS-CON.tv interview at DevOps Summit, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
“We help people build clusters, in the classical sense of the cluster. We help people put a full stack on top of every single one of those machines. We do the full bare metal install," explained Greg Bruno, Vice President of Engineering and co-founder of StackIQ, in this SYS-CON.tv interview at 15th Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The cloud is becoming the de-facto way for enterprises to leverage common infrastructure while innovating and one of the biggest obstacles facing public cloud computing is security. In his session at 15th Cloud Expo, Jeff Aliber, a global marketing executive at Verizon, discussed how the best place for web security is in the cloud. Benefits include: Functions as the first layer of defense Easy operation –CNAME change Implement an integrated solution Best architecture for addressing network-l...
Mobile commerce traffic is surpassing desktop, yet less than 20% of sales in the U.S. are mobile commerce sales. In his session at 15th Cloud Expo, Dan Franklin, Segment Manager, Commerce, at Verizon Digital Media Services, defined mobile devices and discussed how next generation means simplification. It means taking your digital content and turning it into instantly gratifying experiences.
“In the past year we've seen a lot of stabilization of WebRTC. You can now use it in production with a far greater degree of certainty. A lot of the real developments in the past year have been in things like the data channel, which will enable a whole new type of application," explained Peter Dunkley, Technical Director at Acision, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, p...
Leysin American School is an exclusive, private boarding school located in Leysin, Switzerland. Leysin selected an OpenStack-powered, private cloud as a service to manage multiple applications and provide development environments for students across the institution. Seeking to meet rigid data sovereignty and data integrity requirements while offering flexible, on-demand cloud resources to users, Leysin identified OpenStack as the clear choice to round out the school's cloud strategy. Additional...
The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com...
Verizon Enterprise Solutions is simplifying the cloud-purchasing experience for its clients, with the launch of Verizon Cloud Marketplace, a key foundational component of the company's robust ecosystem of enterprise-class technologies. The online storefront will initially feature pre-built cloud-based services from AppDynamics, Hitachi Data Systems, Juniper Networks, PfSense and Tervela. Available globally to enterprises using Verizon Cloud, Verizon Cloud Marketplace provides a one-stop shop fo...
The Internet of Things is not new. Historically, smart businesses have used its basic concept of leveraging data to drive better decision making and have capitalized on those insights to realize additional revenue opportunities. So, what has changed to make the Internet of Things one of the hottest topics in tech? In his session at @ThingsExpo, Chris Gray, Director, Embedded and Internet of Things, discussed the underlying factors that are driving the economics of intelligent systems. Discover ...
"BSQUARE is in the business of selling software solutions for smart connected devices. It's obvious that IoT has moved from being a technology to being a fundamental part of business, and in the last 18 months people have said let's figure out how to do it and let's put some focus on it, " explained Dave Wagstaff, VP & Chief Architect, at BSQUARE Corporation, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The move in recent years to cloud computing services and architectures has added significant pace to the application development and deployment environment. When enterprise IT can spin up large computing instances in just minutes, developers can also design and deploy in small time frames that were unimaginable a few years ago. The consequent move toward lean, agile, and fast development leads to the need for the development and operations sides to work very closely together. Thus, DevOps become...

ARMONK, N.Y., Nov. 20, 2014 /PRNewswire/ --  IBM (NYSE: IBM) today announced that it is bringing a greater level of control, security and flexibility to cloud-based application development and delivery with a single-tenant version of Bluemix, IBM's

"Our premise is Docker is not enough. That's not a bad thing - we actually love Docker. At ActiveState all our products are based on open source technology and Docker is an up-and-coming piece of open source technology," explained Bart Copeland, President & CEO of ActiveState Software, in this SYS-CON.tv interview at DevOps Summit at Cloud Expo®, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that AIC, a leading provider of OEM/ODM server and storage solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. AIC is a leading provider of both standard OTS, off-the-shelf, and OEM/ODM server and storage solutions. With expert in-house design capabilities, validation, manufacturing and production, AIC's broad selection of products are highly flexible and are conf...
SYS-CON Events announced today that IDenticard will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada...
"People are a lot more knowledgeable about APIs now. There are two types of people who work with APIs - IT people who want to use APIs for something internal and the product managers who want to do something outside APIs for people to connect to them," explained Roberto Medrano, Executive Vice President at SOA Software, in this SYS-CON.tv interview at Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
“We are a managed services company. We have taken the key aspects of the cloud and the purposed data center and merged the two together and launched the Purposed Cloud about 18–24 months ago," explained Chetan Patwardhan, CEO of Stratogent, in this SYS-CON.tv interview at 15th Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The Internet of Things is a misnomer. That implies that everything is on the Internet, and that simply should not be - especially for things that are blurring the line between medical devices that stimulate like a pacemaker and quantified self-sensors like a pedometer or pulse tracker. The mesh of things that we manage must be segmented into zones of trust for sensing data, transmitting data, receiving command and control administrative changes, and peer-to-peer mesh messaging. In his session a...