Facebook develops it’s own operating system for switches. This shows that OS’s like Cisco’s IOS and Juniper’s Junos are under attack and devalues those business. The destruction of the software moat means that customers have far more choice for their networks.
For the last 20 years, L2 tree-based network topologies meant that the only practical design methodology was to buy large, vertically scaled switch chassis for the core of the data centre. This limitation was largely due to the tree-structure forced on LAN networking by Spanning Tree Protocol. For every new device at point Access/1 we […]
For the last 20 years, a “silicon moat” that has protected Cisco and other networking vendors from market competition. Arista was one of the first startups to embrace merchant silicon,open source software and a modern software development methodology to focus on core value like reliability and features.
In this transcript from Seeking Alpha, Gary Moore, Chief Operating Office of Cisco claims that ” eight of the global ten over-the-top providers like Amazon are huge Cisco customers”. For network architect & strategy types, it’s worth reading to see how Cisco intends to extract more revenue from your budget. In particular there are several references to Cisco “analytics service offerings” which Mr Moore states are opportunities for upsell in SmartNet maintenance. It might be worth looking into those products to prepare a “defense against the dark arts” from Cisco account managers.