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Finally an Interesting Week in Networking

by Andrew Lerner  |  January 31, 2014  |  2 Comments

Prior to this week, the most influential company in the networking market so far in 2014 was arguably Elliott Management.  Elliott – an activist investor –has been doing activist investor-type stuff impacting both Riverbed and Juniper.  That all changed this week, sparked off by several announcements during Cisco Live in Milan including Cisco expanding its ACI solution beyond the data center to the campus and WAN – which should benefit Cisco customers in modernizing network operations activities.

However, perhaps the most interesting news item came from Dell and Cumulus who announced a partnership in which customers who purchase Dell ToR switches can choose between running Dell’s FTOS or Cumulus’ linux-based OS.  So, in essence, you pick the switching hardware and OS independently – not unlike buying a physical server and getting to select between Linux, Windows etc.  This disaggregated approach to networking hardware and software has been around for a few years, but only gained adoption in really large “webscale” environments.  However, with a trusted mainstream IT vendor like Dell signing on, this announcement can extend this type of networking model to the mainstream, and could significantly disrupt the market…

You can see Gartner’s official take and read more about it here:
https://www.gartner.com/doc/2660221

 

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Category: in-the-news  networking  product-annoucement  

Tags: aci  cisco  cumulus  dell  disaggregation  elliott-management  juniper  riverbed  sdn  

Andrew Lerner
Research Vice President
6+ years at Gartner
21 years IT Industry

Andrew Lerner is a Vice President in Gartner Research. He covers enterprise networking, including data center, campus and WAN with a focus on emerging technologies (SDN, SD-WAN, and Intent-based networking). Read Full Bio


Thoughts on Finally an Interesting Week in Networking


  1. […] been a lot of activist investor activity in the networking space over the past few years, including Juniper, Riverbed, Citrix and several others. This concerns many […]

  2. […] been 2 years since Dell announced integration with Cumulus to support running Cumulus’ network switching OS on their (Dell) hardware. We first published on […]



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