Perspective on Arista IPO and Market Positioning

arista-product-values-opt

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.

Blessay: The Internet is a “Cloud” for Networking

Internet-as-cloud-wan

Can the Internet be the “Cloud Network” ? If so, when could the transition happen (if it hasn’t started already) ?

Supposition/Hypothesis As a technology, the Internet has strikingly similar properties to sharing Compute and Storage as ‘Cloud’. A large pool of resource that can be used or shared between many parties. The total pool of resource is dynamically allocated. Internet bandwidth is shared between all users and access is determined by bandwidth purchased at the network edge

The Huawei Security Problem Isn’t the Hardware, it’s Engineers Fixing the Bugs.

I’ve been thinking about the security issues of working with Huawei equipment and Huawei the company. I’ve spoken with a number of people who, off the record, talk of working with Huawei as customers and their experiences of the product have been less than excellent but the price is low. What I’ve realised is concerning. […]