Recession Induced Network Innovation – Everyone is Freaking Out October 28, 2008Posted by John in Technology.
Tags: Cloud Computing, Innovation, recession
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Recession = Innovation; George Colony over at Forrester is saying it will be different, but people are still freaking out in Silicon Valley. I just got off the phone with someone in NY and they are freaking out all over the place in the Big Apple. I’m not afraid of this market and other entrepreneurs are doing stuff as well. Entrepreneurs are blind to the recession but it doesn’t matter they don’t have the money only the ideas. It will be a tough road ahead.
I think it is only a matter of time before ALL of the leading networking players start talking about the (strategic importance of the) network as a way to succeed in an uncertain economic climate. Last week, in “Cloud Computing, Virtualization and IT Diseconomies” I talked about the increasingly intense pressures already building on static network infrastructure, and the underlying need for more intelligence and automation.
These intense pressures are setting the stage for the next technology boom, by creating gaps between what networks can do today and what they’ll need to do tomorrow. I was amazed at how quickly the concept of Infrastructure2.0 spread, including an interesting discussion at F5 Network’s pace-setting DevCentral blog.
These pressures are coming from increasing rates of change, especially in larger networks supporting more devices and branches and processes, as well as with the introduction of consolidation, virtualization and cloud computing initiatives. These new initiatives are introducing even higher rates of change and making it clear that a static network will no longer be a strategic network.
Thanks Greg for the deep analysis.
Cloud Doesn’t Work Well With Infrastructure Improvements – Expect Cisco to Follow Microsoft October 3, 2008Posted by John in Technology.
Tags: Cisco, Cloud Computing, microsoft, Steve Ballmer
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Steve Ballmer has been rabid about the cloud lately. Here is a detailed interview with Ballmer on the cloud direction.
Everyone is talking about applications and OSs and mobility and IP everywhere… yet everyone assumes that the infrastructure will continue to simply take on unprecedented scale, complexity and availability challenges without a rethink.
Come on people the cloud is real and it needs to develop more. It’s still unstable. Expect the traditional network infrastructure players to follow suit – mainly Cisco. This might be a problem for Cisco to go after these adjacent markets and deviate off their core business. Why? Because Cisco has to grow and this is an area that Cisco could do well in.
The pundits need to get their heads out of the clouds and on to the infrastructure that will support all of this. Cloud will have to drive a new integration of management into infrastructure… yet only Microsoft, Google, Amazon etc are really talking about this… the networking players have been relatively silent. This is collaboration and virtualization and about every other initiative over the last ten years on steroids.
Expect the big player on the infrastructure side to get into this big time. Word has it that Cisco is going to get into compute side. If Cisco jumps into the compute cloud expect them to alienate their OEMs – hello Juniper this is an opportunity for you.