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Valley Wonk

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Where SDN Is Going Next


Valley Wonk - Craig Matsumoto - Post a comment
December 26, 2012 : 6:00 AM Well, it seems to be going everywhere, but here are some guesses as to what might come of that

Juniper Cracking SDN Open


Valley Wonk - Craig Matsumoto - Comments (6)
December 13, 2012 : 5:00 AM The $176M acquisition of startup Contrail looks like an attempt to create an open-source movement in software-defined networking

Photos: Broadcom's CES Preview


Valley Wonk - Craig Matsumoto - Comments (5)
December 12, 2012 : 1:35 PM From an 18th-story San Francisco office, Broadcom shared its ideas for a wireless near-future

Buying Into the New Cisco


Valley Wonk - Craig Matsumoto - Comments (6)
December 11, 2012 : 6:00 AM For all the talk of a software-and-services makeover, Cisco might not be ready to let the switch/router market fall prey to SDN

SDN & the Commodity Question


Valley Wonk - Craig Matsumoto - Comments (8)
November 14, 2012 : 6:00 PM Software-defined networking won't eradicate Cisco or Juniper. At least not right away

SDN's Pragmatic Side


Valley Wonk - Craig Matsumoto - Comment (1)
October 26, 2012 : 3:35 PM Far from the years-away talk of network programmability, a couple of TelcoTV panelists discuss what SDN can do for them now

Infinera Has Tier 1 News (Soon)


Valley Wonk - Craig Matsumoto - Comments (21)
October 25, 2012 : 8:30 AM The company talked about this big North American customer. The deal finally happened, and there aren't many guesses as to who it is

2012 Leading Lights Finalists: Best Product (Telecom)


Valley Wonk - Craig Matsumoto - Comment (1)
October 23, 2012 : 11:00 AM Kicking off a series of blogs about the 2012 Leading Lights awards, here's the reasoning for the six telecom product finalists we picked

How EMC Could Declare War on Cisco


Valley Wonk - Craig Matsumoto - Comments (8)
October 5, 2012 : 5:50 PM There's no sign it would actually happen, but one analysis of EMC buying Juniper brings up some interesting ideas

Brocade Finds Another Use for Routers


Valley Wonk - Craig Matsumoto - Comment (1)
September 12, 2012 : 4:00 PM Analytics are another function that routers can absorb, depending on what you mean by 'analytics'

Verizon's Elby Leads LR Voting


Valley Wonk - Craig Matsumoto - Comments (4)
August 3, 2012 : 4:45 PM In our informal poll for the LR Hall of Fame, Qualcomm's founder was a favorite. But he's getting outbid

Where VMware Is Outdoing Cisco


Valley Wonk - Craig Matsumoto - Comments (5)
July 30, 2012 : 1:00 AM Cisco rightly prides itself on leading the way through market transitions. But what about the one that's happening now?

White House Joins SDN Bandwagon


Valley Wonk - Craig Matsumoto - Comments (3)
June 13, 2012 : 8:00 PM Soon, the entire national press corps will be talking SDN. (Yeah, right)

Familiar Signs of a Bubble


Valley Wonk - Craig Matsumoto - Comments (6)
June 7, 2012 : 10:15 AM It's another social-media IPO, except that people love this one

What's the Holdup With Cisco & SDN?


Valley Wonk - Craig Matsumoto - Comments (4)
May 31, 2012 : 11:15 AM Cisco does take software-defined networking seriously, and that's supposedly why it's waiting two more weeks to explain its plans

OpenFlow's Optical Connection


Valley Wonk - Craig Matsumoto - Comments (5)
April 18, 2012 : 11:25 AM The guys who live down at Layer 1 are cheering for software defined networking more fiercely than you might realize

Optical Mergers Get Tougher From Here


Valley Wonk - Craig Matsumoto - Comments (2)
March 30, 2012 : 5:25 AM Mergers like Oclaro/Opnext do help, but the really big moves in optical components will have to be made by outsiders

OFC/NFOEC 2012: Yet More Photos


Valley Wonk - Craig Matsumoto - Comments (27)
March 12, 2012 : 3:00 PM An editor's-eye view of the big optical show during its last visit to LA (for now)

Still Waiting for Optical Consolidation


Valley Wonk - Craig Matsumoto - Comments (5)
March 7, 2012 : 2:30 PM -- Don't bother stopping us. You've heard this one before

Should Cisco Buy NSN?


Valley Wonk - Craig Matsumoto - Comments (7)
February 29, 2012 : 5:55 PM The optical division, not all of NSN. But even that might be a stretch

Eric Schmidt's Sunny World


Valley Wonk - Craig Matsumoto - Comments (6)
February 29, 2012 : 2:00 AM Sure, maybe it's true that connectivity can bring peace, love and harmony – but enough, already

Timing the Terabit Standard


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February 24, 2012 : 5:25 PM Even though terabit work is already underway, it might not be too early to start worrying

Cisco's Half-Empty Glass


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February 10, 2012 : 6:45 AM Everyone sure sounded happy on Cisco's earnings call, but there's plenty to be worried about

OpenFlow Doesn't Always Mean Commodity


Valley Wonk - Craig Matsumoto - Comment (1)
February 8, 2012 : 9:15 AM That's what premium chipmakers are going to argue, and they might have a point

It's Open Season for OpenFlow


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February 6, 2012 : Tired of hearing about software-defined networking? Too bad

Cisco Finally Drops ūmi


Valley Wonk - Craig Matsumoto - Comments (8)
January 4, 2012 : 3:30 PM If the beloved Flip had to go, then the less-beloved ūmi wasn't going to be long for this world

Why Boards & Councils Failed Cisco


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December 20, 2011 : 5:25 PM A lot of people thought Cisco's new-age structure was dumb, but suppose it wasn't. What went wrong? It all comes down to the boss man

The Fabless Tab


Valley Wonk - Craig Matsumoto - Comments (2)
December 16, 2011 : 5:15 PM It was right for chip startups to stop owning manufacturing, but somehow that added up to a wrong turn

Ciena Lets You Spy on SC11


Valley Wonk - Craig Matsumoto - Comments (5)
November 17, 2011 : 5:15 AM Hey, there are worse ways to spend a coffee break

ITU-T Makes an MPLS-TP Statement


Valley Wonk - Craig Matsumoto - Comments (6)
November 15, 2011 : 3:25 PM Exactly what this means for the potentially split MPLS-TP standard isn't that clear, though

Extreme vs. Arista


Valley Wonk - Craig Matsumoto - Comments (7)
November 14, 2011 : 4:20 PM Techy stats are nice, but they don't get you profiled in The New York Times

Ciena Goes Terabit


Valley Wonk - Craig Matsumoto - Comments (29)
October 31, 2011 : 11:00 AM Running 1Tbit/s isn't pretty yet, and that's part of the fun

Leading Lights Finalists: Best Product (Telecom)


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October 18, 2011 : 7:00 AM Our pick of the litter: products that tap some big telecom themes and open up some intriguing possibilities

Leading Lights Finalists: Deal Maker


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October 14, 2011 : 6:45 AM Our reasons for picking the deal maker contenders in a big year for mergers and company transformations

Leading Lights Non-Finalists: Deal Maker


Valley Wonk - Craig Matsumoto - Comments (2)
October 4, 2011 : 8:05 AM Why a few juicy possibilities didn't make the cut

Infinera Picks Up the Pace


Valley Wonk - Craig Matsumoto - Comment (1)
September 21, 2011 : 4:50 AM The DTN-X could curb a case of the seven-year itch

Show & Tell: Big Switch's Startup Life


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September 2, 2011 : 12:10 PM A peek into what it's like building a new startup around the buzz of the OpenFlow protocol

Bringing Cisco's Money Home


Valley Wonk - Craig Matsumoto - Comments (2)
August 29, 2011 : 5:40 PM Repatriation could revive Cisco's unofficial 'R&D' process, one analyst reckons

Pecking at the Terabit Question


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August 24, 2011 : 11:00 AM Maybe the OIF's 100G mojo will help get the industry moving towards whatever comes next

Subtract Another Cisco Name


Valley Wonk - Craig Matsumoto - Comment (1)
August 23, 2011 : 6:40 AM One of the M&A hot-shots becomes the latest senior exec to move out

Cisco's Old Math


Valley Wonk - Craig Matsumoto - Comments (3)
August 19, 2011 : 2:55 PM A habit that John Chambers has thankfully given up

Show & Tell: HP's Research Roots


Valley Wonk - Craig Matsumoto - Comments (2)
August 12, 2011 : 1:00 AM Mad Men, eat your heart out

Level 3 Spins Fiber-Cut Stories


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August 5, 2011 : 3:40 PM Forget backhoes. Level 3 has stories about shotguns, wildlife and a really lost 18-wheeler

Who Else Is Exiting Cisco?


Valley Wonk - Craig Matsumoto - Comments (27)
August 4, 2011 : 11:25 AM Where might Cisco cut at the top? One name stands out

HP Picks a Fight With Cisco


Valley Wonk - Craig Matsumoto - Comments (8)
July 13, 2011 : 2:45 PM Or maybe it's the other way around. The companies are trading blows behind the scenes at Cisco Live

Copyright Alert = Better Lawsuits


Valley Wonk - Craig Matsumoto - Comments (14)
July 8, 2011 : 1:25 PM Isn't it great how the RIAA and the movie industry keep doing us favors?

The Cloud Goes Commodity


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June 14, 2011 : 5:40 PM Carriers getting into cloud services are going to have to be wary of Amazon's true superpower

Why Can't iCloud Stream?


Valley Wonk - Craig Matsumoto - Comments (12)
June 7, 2011 : 6:00 PM It's one feature everybody seemed to be looking forward to. Where is it?

Why Dell (Maybe) Likes Brocade


Valley Wonk - Craig Matsumoto - Comment (1)
June 3, 2011 : 4:40 AM It's understandable why this merger theory is getting so much play

Flip Camera's Founder Says Cheese


Valley Wonk - Craig Matsumoto - Comments (12)
June 1, 2011 : 3:05 PM Let's see Cisco try to shut this one down
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