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cwgservices 2/27/2014 | 11:25:20 AM
Re: Do Clouds Dream of Electric Switches? The cloud is certainly no longer new but it seems to me it still defies consistent definition. The reason is that it's more a marketing term than a technical one.

Are "tightly coupled racks of blade servers" a cloud? In the cloud? Part of the cloud?

What about a more traditional server farm, running lots of virtual private servers from a few high performance machines? Is that by definition not a cloud?

What about a single machine in someone's home or office that is operating as a 'cloud server'? Certainly somebody thinks that is a cloud, or part of one.

Very very muddy, the whole topic.
cwgservices 2/27/2014 | 11:17:47 AM
Re: Um...no @mendyk, I concur that it is absurd to think Cisco can prosper if every company in the world dumps their switches. Unless, of course, they dump the switches in favor of another Cisco product. If Cisco comes up with something totally new, or becomes the leader in their competitors' technology, all bets are off.
@mbushong 2/27/2014 | 11:13:12 AM
Not doom but certainly headwinds There will always be people who predict the demise of the incumbent. That might be hyperbole, but there will certainly be headwinds. 

I actually don't think it's that Cisco is incapable of executing against an SDN strategy. They have proven they can develop products. And when in doubt, they have mastered the strategic acquisition.

But SDN is a new architecture. The new architecture reduces the need for the tomes of legacy features that have made it exceedingly difficult to get off the Cisco drug. With a new architecture, you get a more level playing field with lower barriers to entry. It's the increased competition that will whittle away share. Will it be 20 or 30 points? Probably not. But you could see a significant share movement over the next 3-5 years. 

The competition will also impact price, which can affect margins obviously.

Mike Bushong (@mbushong)

R Clark 2/27/2014 | 5:48:08 AM
Next bubble? Is this a sign that we're exiting the SDN hype phase and moving into the IoT bubble?
mendyk 2/26/2014 | 7:54:21 PM
Um...no "Even if every datacenter in the world dumps its Cisco switches, the company can continue to prosper, according to a Forrester analyst."

This is an absurd statement, whether or not it came from an analyst.
jabailo 2/26/2014 | 7:11:32 PM
Do Clouds Dream of Electric Switches? It comes down to what is a cloud and does it use switches.  Sure, between cloud replicas it might, but within a single cloud?  Isn't that more like a tightly coupled racks of blade servers?   In fact, a single IP could represent it all (why not?)

So then you have the users.  If they are customers of Google's, using their office products and mail and G:drive and hosting.   They won't have the linux server and switch.  

Mitch Wagner 2/26/2014 | 6:18:45 PM
Re: Chambers

It will be interesting to see if Cisco can change its business model to suit the new reality. Incumbent companies often have difficulties with that.

DOShea 2/26/2014 | 4:48:52 PM
Chambers This comes as Cisco CEO John Chambers reminded everyone ot MWC that SDN and NFV are still in their infancy. Maybe Cisco won't get run over by a virtual freight train after all.
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