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lcw
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lcw,
User Rank: Light Beer
3/30/2017 | 5:02:58 PM
white box
Cisco claims that since they're Broadcom's biggest customer, their manufacturing costs are so low that they should always be able to undercut white box. So on the surface, it seems like disaggregation would be unnecessary to win purely on price.

But perhaps some customers are demanding disaggregation for reasons. E.g., take the the Intel Atom C2000 bug, which affects many white box switches... In theory, disaggregated SW might make it easier to swap the HW.
amitawal
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amitawal,
User Rank: Light Beer
3/29/2017 | 2:44:02 PM
Integrated vs Separate HW SW
Once HW is separated and common whitebox, then the CSPs have an interesting decision to make - how much to pay for what software capability and capacity. It will be increasingly transparent to see the price to be paid by feature bloat in RFP - have all ticks even if not required"" vs smaller vendors or open implementations which will focus on a subset of usecases & protocols.
mendyk
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mendyk,
User Rank: Light Sabre
3/29/2017 | 11:42:53 AM
Re: Extremes
Given the fact that there's a pretty big reality gap now regarding virtualization, this starts to feel a little like the current political climate, as in, "We know what we don't want, but we're not so sure exactly what it is we want or how to get it." It's not a great place to be.
iainmorris
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iainmorris,
User Rank: Blogger
3/29/2017 | 10:52:32 AM
Re: Extremes
Yes, the CSPs talk the talk but they don't walk the walk. In the main, that is.
Roz Rose
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0%
Roz Rose,
User Rank: Blogger
3/29/2017 | 10:13:00 AM
Re: Extremes
On that same note, my sense is that the number of CSPs who want to procure HW and SW separately and do their own integration is limited. The Webscale guys are all about DIY. In my research, they (CSPs) profess affection for "best-of-breed", "choice" and "disaggregation", but it's not clear to me that many have the skill sets (yet) to consume equipment in this manner.
mendyk
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50%
mendyk,
User Rank: Light Sabre
3/29/2017 | 9:10:20 AM
Extremes
I wonder how many operators really want to make technology decisions on a "month by month" basis. Lock-in is an obvious bogeyman, but "month by month" sounds like unnecessary instability.


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