|By Michael Bushong||
|January 8, 2014 06:00 AM EST||
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.
SYS-CON Events announced today that CA Technologies has been named “Platinum Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business – from apparel to energy – is being rewritten by software. From ...
Mar. 23, 2017 04:15 AM EDT Reads: 876
Web Real-Time Communication APIs have quickly revolutionized what browsers are capable of. In addition to video and audio streams, we can now bi-directionally send arbitrary data over WebRTC's PeerConnection Data Channels. With the advent of Progressive Web Apps and new hardware APIs such as WebBluetooh and WebUSB, we can finally enable users to stitch together the Internet of Things directly from their browsers while communicating privately and securely in a decentralized way.
Mar. 23, 2017 03:00 AM EDT Reads: 5,312
SYS-CON Events announced today that HTBase will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. HTBase (Gartner 2016 Cool Vendor) delivers a Composable IT infrastructure solution architected for agility and increased efficiency. It turns compute, storage, and fabric into fluid pools of resources that are easily composed and re-composed to meet each application’s needs. With HTBase, companies can quickly prov...
Mar. 23, 2017 02:15 AM EDT Reads: 2,254
SYS-CON Events announced today that Outlyer, a monitoring service for DevOps and operations teams, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Outlyer is a monitoring service for DevOps and Operations teams running Cloud, SaaS, Microservices and IoT deployments. Designed for today's dynamic environments that need beyond cloud-scale monitoring, we make monitoring effortless so you ...
Mar. 23, 2017 02:00 AM EDT Reads: 3,645
SYS-CON Events announced today that MobiDev, a client-oriented software development company, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex softw...
Mar. 23, 2017 01:15 AM EDT Reads: 3,287
In his General Session at 17th Cloud Expo, Bruce Swann, Senior Product Marketing Manager for Adobe Campaign, explored the key ingredients of cross-channel marketing in a digital world. Learn how the Adobe Marketing Cloud can help marketers embrace opportunities for personalized, relevant and real-time customer engagement across offline (direct mail, point of sale, call center) and digital (email, website, SMS, mobile apps, social networks, connected objects).
Mar. 22, 2017 11:00 PM EDT Reads: 2,937
SYS-CON Events announced today that Hitrons Solutions 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. Hitrons Solutions Inc. is distributor in the North American market for unique products and services of small and medium-size businesses, including cloud services and solutions, SEO marketing platforms, and mobile applications.
Mar. 22, 2017 10:15 PM EDT Reads: 3,245
With the introduction of IoT and Smart Living in every aspect of our lives, one question has become relevant: What are the security implications? To answer this, first we have to look and explore the security models of the technologies that IoT is founded upon. In his session at @ThingsExpo, Nevi Kaja, a Research Engineer at Ford Motor Company, will discuss some of the security challenges of the IoT infrastructure and relate how these aspects impact Smart Living. The material will be delivered i...
Mar. 22, 2017 10:15 PM EDT Reads: 1,705
Your homes and cars can be automated and self-serviced. Why can't your storage? From simply asking questions to analyze and troubleshoot your infrastructure, to provisioning storage with snapshots, recovery and replication, your wildest sci-fi dream has come true. In his session at @DevOpsSummit at 20th Cloud Expo, Dan Florea, Director of Product Management at Tintri, will provide a ChatOps demo where you can talk to your storage and manage it from anywhere, through Slack and similar services ...
Mar. 22, 2017 06:15 PM EDT Reads: 3,936
SYS-CON Events announced today that Cloudistics, an on-premises cloud computing company, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloudistics delivers a complete public cloud experience with composable on-premises infrastructures to medium and large enterprises. Its software-defined technology natively converges network, storage, compute, virtualization, and management into a ...
Mar. 22, 2017 03:45 PM EDT Reads: 1,178
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...
Mar. 22, 2017 03:30 PM EDT Reads: 819
My team embarked on building a data lake for our sales and marketing data to better understand customer journeys. This required building a hybrid data pipeline to connect our cloud CRM with the new Hadoop Data Lake. One challenge is that IT was not in a position to provide support until we proved value and marketing did not have the experience, so we embarked on the journey ourselves within the product marketing team for our line of business within Progress. In his session at @BigDataExpo, Sum...
Mar. 22, 2017 02:45 PM EDT Reads: 2,228
SYS-CON Events announced today that Ocean9will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Ocean9 provides cloud services for Backup, Disaster Recovery (DRaaS) and instant Innovation, and redefines enterprise infrastructure with its cloud native subscription offerings for mission critical SAP workloads.
Mar. 22, 2017 02:00 PM EDT Reads: 1,379
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
Mar. 22, 2017 02:00 PM EDT Reads: 928
With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend @CloudExpo | @ThingsExpo, June 6-8, 2017, at the Javits Center in New York City, NY and October 31 - November 2, 2017, Santa Clara Convention Center, CA. Learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.
Mar. 22, 2017 01:30 PM EDT Reads: 8,131
SYS-CON Events announced today that T-Mobile will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. As America's Un-carrier, T-Mobile US, Inc., is redefining the way consumers and businesses buy wireless services through leading product and service innovation. The Company's advanced nationwide 4G LTE network delivers outstanding wireless experiences to 67.4 million customers who are unwilling to compromise on ...
Mar. 22, 2017 12:00 PM EDT Reads: 1,415
SYS-CON Events announced today that SoftLayer, an IBM Company, has been named “Gold Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. SoftLayer, an IBM Company, provides cloud infrastructure as a service from a growing number of data centers and network points of presence around the world. SoftLayer’s customers range from Web startups to global enterprises.
Mar. 22, 2017 11:45 AM EDT Reads: 654
SYS-CON Events announced today that CrowdReviews.com has been named “Media Sponsor” of SYS-CON's 20th International Cloud Expo, which will take place on June 6–8, 2017, at the Javits Center in New York City, NY. CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users that have experienced products and services first-hand and have an interest in letting other potential buyers...
Mar. 22, 2017 11:00 AM EDT Reads: 3,277
The taxi industry never saw Uber coming. Startups are a threat to incumbents like never before, and a major enabler for startups is that they are instantly “cloud ready.” If innovation moves at the pace of IT, then your company is in trouble. Why? Because your data center will not keep up with frenetic pace AWS, Microsoft and Google are rolling out new capabilities In his session at 20th Cloud Expo, Don Browning, VP of Cloud Architecture at Turner, will posit that disruption is inevitable for c...
Mar. 22, 2017 10:30 AM EDT Reads: 1,590
SYS-CON Events announced today that Infranics will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Since 2000, Infranics has developed SysMaster Suite, which is required for the stable and efficient management of ICT infrastructure. The ICT management solution developed and provided by Infranics continues to add intelligence to the ICT infrastructure through the IMC (Infra Management Cycle) based on mathemat...
Mar. 22, 2017 09:15 AM EDT Reads: 2,325