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Posts Tagged ‘VMworld’

It seems we can’t go more than a couple of weeks without someone making another product announcement related to software defined networks (SDNs). A couple of weeks ago, VMware announced its NSX network virtualization platform at its user conference, VMworld. Along with the platform, VMware highlighted a number of NSX partners, one of which was Juniper Networks.

This week, Juniper took the covers off it’s own SDN controller by announcing the general availability of its Contrail controller. While Juniper’s vision matches that of VMware’s software defined data center, the approach from Juniper is markedly different than that of VMware. In addition to being a direct competitor to NSX, the Contrail controller is a completely standards-based controller that uses OpenStack as the orchestration protocol, whereas NSX is more of a proprietary platform meant for VMware-only environments.

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All eyes are on San Francisco this week.  Why?  Because Colin Kaepernick is going to have the best season for a second year quarterback since Dan Marino’s magical 1984 season?  That’s a pretty good reason, but the pre-season still has a week left.

No, this week downtown San Francisco is overrun by 25,000 supreme geeks as VMware tries to convince everyone that the software defined data center is the future and other vendors look to align themselves with this message.

One of the vendors attempting to do just that is WAN optimization vendor Silver Peak. Yesterday, Silver Peak announced integration with VMware’s NSX network virtualization to create greater network agility. Given the trends in networking – the continued increase in virtual traffic combined with a shift to hybrid cloud architectures creates a need for greater network agility.

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It’s the end of August, which means “Tis the season.” What season is that? It’s now the end of the summer, which means back to school for our kids. It’s also NFL preseason, so all of us going through football withdrawal are close to getting some real football soon – time for Tebow mania, the football equivalent of SDNs. But, for those of us in tech, the end of August means VMworld time. For me, it means my email inbox is full of messages from PR vendors wanting me to “stop by the booth” and check out the latest and greatest.

This week, Arista and ExtraHop got out in front of the impending noise and announced a strategic partnership between to deliver an integrated solution called the ExtraHop-Arista Persistent Monitoring Architecture. Despite the totally unimaginative name, the product should be compelling to highly virtualized organizations or those considering a move to a software defined data center – the obvious sweet spot for VMworld.

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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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VMworld is about a month behind us now and I’ve had a little more time to noodle on the joint survey I did with virtualization management vendor Xangati. There was a tremendous amount of energy at VMworld and the show floor was one of the biggest and busiest I’ve seen in a long time. This might give one the impression that the VMware franchise is impenetrable, but the survey shows differently.

Before I go through some of the data, remember the survey was answered by current VMware customers, so the data is likely to be skewed pro-VMware, which makes the data even more surprising. VMware has had a virtual (pun intended) monopoly on the market, but there does seem to be some chinks in the armor that could be exploited by another solution provider.

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Who is John Galt? That’s the famous opening line from the literacy classic, Atlas Shrugged, by one of my all-time favorite authors, Ayn Rand. If you’ve read the book, you understand the meaning of the question. If you haven’t read it, I’ll explain. The question is meant to be a sarcastic phrase used to respond to questions that have no answers, or questions whose answers have no point. For example, “Why is America so fascinated by reality TV?”: “Why do my kids’ hockey bags smell so bad?”; “Why won’t the Obama administration allow for a one-time cash repatriation holiday?”; and “Why can’t the city of Cleveland ever have a decent sports team?” The answer is a simple “Who is John Galt?”

I bring this up for a couple of reasons. First, part two of the movie comes out in October (I guess another question might be, “why do all great books make terrible movies?”) and this past VMworld in San Francisco has made me ponder another unanswerable question – “Why do IT silos still exist?”

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