|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 Verizon has been named "Gold Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Verizon Enterprise Solutions creates global connections that generate growth, drive business innovation and move society forward. With industry-specific solutions and a full range of global wholesale offerings provided over the company's secure mobility, cloud, strategic network...
Oct. 21, 2014 06:00 AM EDT Reads: 1,229
SimpleECM is the only platform to offer a powerful combination of enterprise content management (ECM) services, capture solutions, and third-party business services providing simplified integrations and workflow development for solution providers. SimpleECM is opening the market to businesses of all sizes by reinventing the delivery of ECM services. Our APIs make the development of ECM services simple with the use of familiar technologies for a frictionless integration directly into web applicat...
Oct. 20, 2014 10:00 PM EDT Reads: 1,566
The only place to be June 9-11 is Cloud Expo & @ThingsExpo 2015 East at the Javits Center in New York City. Join us there as delegates from all over the world come to listen to and engage with speakers & sponsors from the leading Cloud Computing, IoT & Big Data companies. Cloud Expo & @ThingsExpo are the leading events covering the booming market of Cloud Computing, IoT & Big Data for the enterprise. Speakers from all over the world will be hand-picked for their ability to explore the economic...
Oct. 20, 2014 07:00 PM EDT Reads: 1,859
Cloudwick, the leading big data DevOps service and solution provider to the Fortune 1000, announced Big Loop, its multi-vendor operations platform. Cloudwick Big Loop creates greater collaboration between Fortune 1000 IT staff, developers and their database management systems as well as big data vendors. This allows customers to comprehensively manage and oversee their entire infrastructure, which leads to more successful production cluster operations, and scale-out. Cloudwick Big Loop supports ...
Oct. 20, 2014 05:45 PM EDT Reads: 1,634
Software AG helps organizations transform into Digital Enterprises, so they can differentiate from competitors and better engage customers, partners and employees. Using the Software AG Suite, companies can close the gap between business and IT to create digital systems of differentiation that drive front-line agility. We offer four on-ramps to the Digital Enterprise: alignment through collaborative process analysis; transformation through portfolio management; agility through process automation...
Oct. 20, 2014 03:45 PM EDT Reads: 1,585
Headquartered in Santa Monica, California, Bitium was founded by Kriz and Erik Gustavson. The 1,500 cloud-based application using Bitium’s analytics, app management, and single sign-on services include bug trackers, customer service dashboards, Google Apps, and social networks. The firm states website administrators can do multiple tasks online without revealing passwords. Bitium’s advisors include Microsoft’s former CMO and the former senior vice president of strategy, the founder and CEO of Li...
Oct. 20, 2014 03:00 PM EDT Reads: 1,743
Things are being built upon cloud foundations to transform organizations. This CEO Power Panel at 15th Cloud Expo, moderated by Roger Strukhoff, Cloud Expo and @ThingsExpo conference chair, will address the big issues involving these technologies and, more important, the results they will achieve. How important are public, private, and hybrid cloud to the enterprise? How does one define Big Data? And how is the IoT tying all this together?
Oct. 20, 2014 12:00 PM EDT Reads: 1,581
The 3rd International Internet of @ThingsExpo, 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 its Call for Papers is now open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
Oct. 19, 2014 10:45 PM EDT Reads: 1,936
The Industrial Internet revolution is now underway, enabled by connected machines and billions of devices that communicate and collaborate. The massive amounts of Big Data requiring real-time analysis is flooding legacy IT systems and giving way to cloud environments that can handle the unpredictable workloads. Yet many barriers remain until we can fully realize the opportunities and benefits from the convergence of machines and devices with Big Data and the cloud, including interoperability, da...
Oct. 19, 2014 10:00 PM EDT Reads: 1,473
All major researchers estimate there will be tens of billions devices - computers, smartphones, tablets, and sensors - connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades. Over the summer Gartner released its much anticipated annual Hype Cycle report and the big news is that Internet of Things has now replaced Big Data as the most hyped technology. Indeed, we're hearing more and more about this fascinating new technological paradigm. ...
Oct. 19, 2014 09:00 PM EDT Reads: 1,727
Cultural, regulatory, environmental, political and economic (CREPE) conditions over the past decade are creating cross-industry solution spaces that require processes and technologies from both the Internet of Things (IoT), and Data Management and Analytics (DMA). These solution spaces are evolving into Sensor Analytics Ecosystems (SAE) that represent significant new opportunities for organizations of all types. Public Utilities throughout the world, providing electricity, natural gas and water,...
Oct. 19, 2014 07:30 PM EDT Reads: 1,397
The Internet of Things needs an entirely new security model, or does it? Can we save some old and tested controls for the latest emerging and different technology environments? In his session at Internet of @ThingsExpo, Davi Ottenheimer, EMC Senior Director of Trust, will review hands-on lessons with IoT devices and reveal privacy options and a new risk balance you might not expect.
Oct. 19, 2014 11:00 AM EDT Reads: 1,874
The information technology sphere undergoes what we like to call a paradigm shift, sea change or plain old ‘upheaval’ roughly every five years or so. Don’t ask anybody why this half decade cyclicality exists; it just has to be so. Accept that reinvention happens constantly and that major seismic shifts are tangibly felt by us human beings roughly every 1826.21 days… and we can move on.
Oct. 18, 2014 11:00 PM EDT Reads: 1,443
There’s Big Data, then there’s really Big Data from the Internet of Things. IoT is evolving to include many data possibilities like new types of event, log and network data. The volumes are enormous, generating tens of billions of logs per day, which raise data challenges. Early IoT deployments are relying heavily on both the cloud and managed service providers to navigate these challenges. In her session at 6th Big Data Expo®, Hannah Smalltree, Director at Treasure Data, to discuss how IoT, B...
Oct. 18, 2014 05:00 PM EDT Reads: 1,898
SYS-CON Events announced today that Objectivity, Inc., the leader in real-time, complex Big Data solutions, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Objectivity, Inc. is the Enterprise Database leader of real-time, complex Big Data solutions. Our leading edge technologies – InfiniteGraph®, The Distributed Graph Database™ and Objectivity/DB®, a distributed and scalable object ma...
Oct. 18, 2014 12:00 PM EDT Reads: 1,697
In their session at DevOps Summit, Stan Klimoff, CTO of Qubell, and Mike Becker, Senior Data Engineer for RingCentral, will share the lessons learned from implementing CI/CD pipeline on AWS for a customer analytics project powered by Cloudera Hadoop, HP Vertica and Tableau. Stan Klimoff is CTO of Qubell, the enterprise DevOps platform. Stan has more than a decade of experience building distributed systems for companies such as eBay, Cisco and Seagate. Qubell is helping enterprises to become mor...
Oct. 17, 2014 08:00 PM EDT Reads: 1,594
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, moderated by Ashar Baig, Research ...
Oct. 17, 2014 07:45 PM EDT Reads: 1,589
Big Data means many things to many people. From November 4-6 at the Santa Clara Convention Center, thousands of people will gather at Big Data Expo to discuss what it means to them, how they are implementing it, and how Big Data plays an integral role in the maturing cloud computing world and emerging Internet of Things. Attend Big Data Expo and make your contribution. Register for Big Data Expo "FREE" with Discount Code "BigDataOCTOBER" by October 31
Oct. 17, 2014 03:00 PM EDT Reads: 1,674
The evolution of the database is under constant upheaval, discussion, debate and (if you will excuse the expression) 'analysis.' This basic truth is now more relevant, pertinent and pressing than ever due to the prevalence of Big Data (and the need to impose analytics of insight upon it) driven by social, mobile, cloud and of course the Internet of (Every) Things. Today then, as a staple of our IT infrastructure, databases have been around for over 50 years now with first references of the ter...
Oct. 17, 2014 03:00 PM EDT Reads: 1,596
SYS-CON Events announced today that Cloudian, Inc., the leading provider of hybrid cloud storage solutions, has been named “Bronze Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Cloudian is a Foster City, Calif.-based software company specializing in cloud storage. Cloudian HyperStore® is an S3-compatible cloud object storage platform that enables service providers and enterprises to bui...
Oct. 17, 2014 09:00 AM EDT Reads: 1,597