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Posts Tagged ‘VMware’

All eyes are on Orlando, Florida, this week as Cisco Live gets underway. With all due respect to Interop, the show formerly known as Networkers has become the place to be if you want to learn what’s going on in networking, with over 20,000 in attendances this year. I don’t think anyone would deny the fact that virtualization has become a huge issue for not just server managers but also network managers. In fact, in last year’s ZK Research/Tech Target network purchase intention survey, we asked what technology product was consuming more time and resources compared to the year prior. Server virtualization was the No. 1 response, with over 31% of respondents showing just how big an impact virtualization is having with network managers.

Just a few short years ago, network managers couldn’t have cared less about server virtualization, as it was a technology that was used to improve the utilization of servers and had little impact on the network. Obviously, things have changed significantly over the past few years as the use of virtualization technology has expanded past consolidation.

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I’m not sure there’s a city that’s more synonymous with fun than New Orleans. The home of Mardi Gras, several Super Bowls, Bourbon Street and Jazz Festivals is always a great place to visit if you’re looking to have some great entertainment. Well, there’s an event that tops all of them for fun, and that’s Microsoft’s North American Tech Ed event.

Tech Ed is the event to go to if you’re a Microsoft professional or developer. It’s the most fun and happening place if you’re looking to learn about the latest and greatest in the world of Microsoft. Two of the hotter areas of interest for the Microsoft professional today are the cloud and virtualization. At this year’s Tech Ed, Application Deliver Controller vendor F5 is demonstrating new features that can bridge the gap between the physical, virtual and cloud environments.

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Remember this blog post?

It’s my now infamous “Bell tolls for thee” blog that I authored just after VMworld last year. This was the blog for which I was so soundly flogged by the VMware community in the comments section, and even received a few nasty emails. (By the way, I do want to thank all of the people who comment on my blogs. Whether you agree or disagree with me, it’s always good to have the feedback. 

– BACKGROUND: VMware, the bell tolls for thee, and Microsoft is ringing it

Well, it appears the bell has indeed rung for VMware. Late last month, VMware held its most recent quarterly call to go over financial numbers, and all appeared well. After announcing a record December quarter and great earnings, VMware management lowered the boom. The outlook for the current quarter and the current year were both substantially lower than consensus estimates, marking several consecutive years of slowing revenue growth. 

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For decades, networks have been built on closed, proprietary infrastructure. It’s what’s allowed vendors to create unique features and differentiate themselves. Those features are what have enabled the networks to be as reliable, secure and resilient as they have been in the past. However, over the past couple of years it seems that “open” has become the new black when it comes to network infrastructure and every major vendor now has some degree of openness, although may not be 100% open (I’ll define later). Recently, though, I ran across a startup called Pica8 that is, by far, the most open networking vendor that I have seen to date.

Before I get into the specifics of Pica8, let me define why open networking has become all the rage and what it actually means.

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Earlier this week Cisco and Citrix made some noise when they announced an expanded partnership. The partnership brings together the market leader in networking and data center infrastructure and combines it with the market leader in desktop virtualization. The expanded partnership should be a “win-win-win” for both organizations and their customers, as the two companies can bring their respective strengths together to deliver greater functionality through joint development. Some partnerships are nothing more than PowerPoint integration, but this one should have some teeth. As much as I like this partnership, I’m a firm believer that Cisco should pony up the cash, stocks or whatever else it needs and actually buy Citrix.

I’ve covered Cisco for many years and I’ve long felt that Citrix would be a great acquisition for the company. Cisco has stated through the years it didn’t want to be an application vendor (although UC manager and wants to deliver infrastructure). Citrix is infrastructure, it’s just application infrastructure. Given the current trends of cloud computing, BYOD and device evolution, Citrix would certainly command a hefty premium over its current $12 billion market cap, but I still think it would be worth it. My personal belief is that if an acquisition is a good acquisition, you can’t really pay too much. For example, if Cisco had paid 10x what it did for Selsius, would anyone really care now? After all, that technology purchase eventually made Cisco the market leader in VoIP. Conversely, if an acquisition is a bad one, then you can’t pay too little. There are many examples of this so I won’t make anyone look bad by mentioning one.

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