This morning Cisco Systems announced the acquisition of Acacia Communications (ACIA) for $2.6B in cash. Could you imagine an optical components company being acquired by a systems company 10-14 years ago? Not likely, but the times are a changing. Will not be surprised to see more fabs coming to a US location near you.
As always, my thoughts on these matters might be completely wrong.
My wife would tell you that for some reason I own far too many books on First World War Naval History. Personally, I thoroughly enjoy the history of Europe post the German wars of Unification (>1871) through the outbreak of the First World War. Some of my favorite college courses covered the treaty system of Bismarck and debates as to who was to blame for the outbreak of the First World War. Over time, I have become familiar with the naval history of the First World War. I think it might have started when I read Robert Massie’s book Dreadnaught. My fascination with this period of history is both tactical and strategic in nature.
This morning’s news brought a couple of headlines that are relevant to the last post on The Changing Structure of Technology Companies. The first article is from the Nikkei Asia Review which states that “…Global consumer electronics makers HP, Dell, Microsoft and Amazon are all looking to shift substantial production capacity out of China, joining a growing exodus that threatens to undermine the country’s position as the world’s powerhouse for tech gadgets.”
Working through a framing exercise of a series of cross market observations connecting to several historical corollaries to produce the following hypothesis: there will be an acceleration of change with regard to corporate structures, with emphasis on technology companies. The change that will occur will be impactful on a broad scope to include the private-equity association that has become integral to the technology market segment. The resulting reversal of off shoring to on shoring will have significant effects across the technology industry.
It has been almost two years since I wrote a blog post. That was intentional, but after long break I have decided to return to writing. From this point, the SIWDT blog will be less about networking and more about things that interest me. Some topics that interest me include, but are not limited to the following:
This post provides an outline as to why a Plexxi fabric is the best fabric to choose when deploying enterprise VDI. Before reading any further there are a few questions the reader should ask. Do I need better network? Am I ready for a modern network? If the answer was no to both questions, there is no need to read further. If the answer was yes and you would like to know what networking is like after legacy networking, then the following is for you.
It has been well over a year since I last posted and the cause of the writing draught has been work. I have simply been too tired and too busy to write, which is somewhat of a high-quality problem. Taking the time to construct my thoughts into words helps me craft my narrative to prospects and customers. This is a post about what I say to prospects and customers every week and it has changed and evolved over the past five years.
How do you know you are talking to a person who knows very little about modern networking? When they tell you that they think next-generation networking is about building a spine/leaf networks with legacy protocols so they can have some OS portability like the webscale companies. If you have been reading this blog for five years, I would first like to say thank you and second I am certain that you know the answer is not reinventing the past. I have been writing about the emerging Modern Era of networking for a few years. Continue reading
More than five years ago James Hamilton of Amazon fame, posted on his personal blog a presentation he gave about networking called Datacenter Networks Are in My Way. Here is a link to his post and my last check showed that the slides to the presentation are still available. I copied four of the slides in the thumbnail to the left to save the reader from a click out. Continue reading
A few weeks ago I posted a blog on what I have experienced over the past four years at Plexxi. That post led the Packet Pusher team of Ethan and Greg to reach out and we recorded a podcast about the changing role of the network engineer and IT silos. In preparation for the podcast, my colleagues Mat Mathews, Mike Welts and I collaborated on the following that I edited a final time after the podcast. This post started as a dialog about what we are seeing in the market, what our customers and prospects want to engage about, how we position Plexxi to the network engineer and where we see this all going now that market clarity has begun to emerge. Continue reading
Today is my four-year anniversary at Plexxi. I was in New York the week before Christmas to attend an investor conference focused on security and networking. It was a two-day trip that I expected to go by quickly as it was full of meetings and dinners. A colleague and I met with a number of crossover investors, analysts as well colleagues in compatriot companies. In our very first meeting an investor asked “four years in, how has it turned out compared to how you thought it would go when you started?”
The best quote in this article is “Everything made sense except that nobody gives a shit.” When I think about trends in the networking space over the past five years, that is how I would summarize most of the efforts labeled “disruptive” or “revolutionary.” When I can, I attend various local Meetups, which like a quasi-sales call. I get to hear end-users talking about what they are working on, what issues they are facing, etc. Meetups are kind of like fishing, some days they are a complete waste of time and other days you catch a lot of fish and in my world information is fish. I like to hear what end-users are saying, what they are working on and what keeps them up at night.
Most consumers are familiar with the availability of over the top (OTT) content. Examples are Netflix, Amazon Prime, Hulu and we could even include gaming services in the description. The model for an OTT content provider like Netflix is to ride over a user’s data plan, and that data plan can be DSL, FTTH as well as wireless to deliver content. The consumption model is disaggregated between the data plan (i.e. internet) provider and the content (i.e. service) provider. This is also the point at which there is tension between both parties in terms of the cost to deploy bandwidth and which party profits from the services that ride over the bandwidth. That is not a topic for this post.
35,000 feet over Utah, one glass of scotch down, ear buds in and my internal notes sent; it is time to write some VMworld 2015 impressions for the blog. In no particular order, here they are: Continue reading
A few weeks ago I spent the morning in New York City presenting to a room full of people about networking. Networking is typically not a really big draw on a Friday in NYC during August, but the turn out was great and the morning was quite pleasant. Continue reading
It is Sunday morning and I am on a 7am flight to SFO from Boston. When I left the house, no person was stirring; not even the dogs. Sipping a morning mimosa or two on the flight to SFO, I read this article that I saw tweeted. The article is about work-life balance in the eyes of Pat Gelsinger and how tech companies overwork their employees. I found one quote very applicable to myself. Continue reading
Note to readers this is a self-promotional post. On August 14, Plexxi will be hosting a morning discussion in New York City at The Cornell Club, located at 6 East 44th Street. I will be the speaker for Plexxi. We will serve some food and talk networking for a couple hours.
The primary agenda will be around how to transition legacy networks to hyperconverged rack scale systems using a controller architecture, which is often referred to as SDN.
If you are interested in attending, please register here.
I took a day in May to spend on the corporate development function at Plexxi, which means I spent a day in Boston with a sell side analyst meeting with buy side clients of his firm. It was a really fun day talking networking with new acquaintances and old colleagues alike. In one meeting, I was greeted with “I read your blog,” which was reminded me that I had not written a blog post in few months. My writing time is correlated to the pace of work at Plexxi. When the pace is fast and the activity levels are high, I need a break from work and the blog suffers. Continue reading
A couple of weeks ago, I had an exchange over email with a sales prospect. I had initiated the conversation, thinking that this would be a good place to sell Plexxi. Below is the thread, which I edited for anonymity: Continue reading
I was listening to an episode on Planet Money last week regarding the first spreadsheet program called VisiCalc. If you listen to the podcast there is a discussion of the accounting profession before and after the creation of the spreadsheet. Before the creation of the program VisiCalc a spreadsheet was really a spreadsheet. “If you ran a business, your accountant would put in all your expenses, all your revenues, and you’d get this really detailed picture of how the business worked. But even making a tiny tweak was a huge hassle.” Teams of accounts and bookkeepers would spend days reworking sheets of papers to maintain the accuracy of the books. Continue reading