As the latest VMworld begins its transformation from current event to memory, now probably is as good a time as any to reflect on what it all means, if anything, for the future of data centers, the IT industry, and … Continue reading ![]()
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As the latest VMworld begins its transformation from current event to memory, now probably is as good a time as any to reflect on what it all means, if anything, for the future of data centers, the IT industry, and … Continue reading ![]()
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As an old business-development hand, I am curious as to how Juniper’s increasingly significant OEM relationships with IBM and Dell might factor into strategic considerations. In my experience, OEM relationships are balancing acts that never remain at rest. A permanent … Continue reading 
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Long before the rash of deaths at the Foxconn Technology Group’s manufacturing facilities in China, another company fought to stem a wave of suicides at its Chinese operations. That company was Huawei Technologies, and its problem with suicidal employees was … Continue reading 
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IBM announced its latest quarterly results yesterday, but it did something else, too: It reorganized itself, shuffling some executives upward and changing the reporting structure for others. On the surface, it’s not a big deal. It goes on all the time, especially at large companies besieged by changing markets, technological advances, bureaucratic inertia, and intracompany [...]
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It’s like being in a hall of mirrors this evening. But instead of being filled with mirrors, this hall echoes with furtive whispers about potential acquisitions involving networking-industry notables. Some of these rumors are unadulterated disinformation, propagated for one reason or another by vested interests (of which, I can assure you, I am not one). [...]
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Over at The Register, they’re having Friday fun with industry rumors. They kick off proceedings with scuttlebutt that Brocade is a potential acquisition target for IBM, Dell, and Juniper. True, Brocade recently said it was off the market, and it rolled out a data-center strategy that suggested it was planning to remain an independent entity [...]
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The Juniper Networks MX80 3D Universal Edge Router, which became generally available last month, is the most compact member of the MX Series 3D product …
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Last week, Dell announced a fusillade of products for small- and medium-sized enterprises looking to benefit from converged, virtualized data centers. Depending on one’s vantage point, Dell proactively announced the products to offer its mid-sized enterprise customers interoperable solutions that will allow them to derive efficiencies from data-center automation; or it made the announcement reactively, [...]
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Well, I’m finally getting around to commenting on the Brocade One announcement earlier this week. To understand the present, however, it often is necessary to have an appreciation of the past. Brocade’s recent history was the precursor to its announcement this week, and recounting that history will help us understand what the company is trying [...]
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A reader asked me to comment on the acquisition of SonicWALL, so that’s what I’ll do now. Yes, I sometimes take requests, just like a washed-up lounge lizard. The announced transaction has been well documented in the business and trade press. An investor group led by private-equity firm Thoma Bravo, and comprising the Ontario Teachers’ [...]
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Journalists and pundits who’ve never crossed over to the “dark side” — that is, worked directly for an industry vendor — often are enamored of mergers and acquisitions (M&A). They think they’re exciting, the eminently newsworthy apotheoses and syntheses of bi-coastal wheeling and dealing on Sand Hill Road and Wall Street. These observers see the glamor [...]
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Earlier this week, Juniper Networks unveiled new switches, routers, software, and services, all of which were positioned as helping enterprises adapt their network infrastructure to increasingly virtualized application requirements. In Juniper’s worldview, that adaptation involves an evolutionary transition from relatively complex, three-layer networks to simpler, flatter, single-layer networks. Junper calls it the 3-2-1 progression in [...]
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In a post earlier today, I mentioned that HP, with 3Com now in the fold, understands that it must bolster the quality and quantity of its field-sales team if it hopes to compete effectively against Cisco Systems. HP is doing more than thinking and talking about it. According to sources familiar with the situation, HP [...]
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In a recent story in the Ottawa Citizen about Huawei establishing an R&D center in Canada’s capital city, journalist Bert Hill mentioned in passing that the Chinese telecommunications-equipment vendor played no small part in the evisceration and ultimate demise of Nortel Networks, Ottawa’s one-time technology kingpin. Make no mistake, Nortel had enormous self-destructive tendencies, and [...]
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