IT/IT: Merge Lane
You’re probably living in a bubble (or sleeping on a mat in the data center — remind me to tell you about the sleeping bag I carried in the back of my truck for a while…) if you’ve not heard about the Nokia/Alcatel merger. What’s interesting, from a network engineering perspective, is what this means. To get a better idea, it’s important to consider another story posted this last week.
The white box switching market could see some monumental change within even one year, according to Dell’Oro Group analyst Alan Weckel. That’s mainly because of the rise of hyperscale cloud players — specifically Amazon, Facebook, Google, and Microsoft. Their buying power has grown substantially in the past few years — and white boxes have progressed rapidly during that time, too.
So what does white box have to do with the Nokia/ALU merger? Just about everything, most likely. To better understand, we need to first posit that the world is going software. Not that we won’t have hardware any longer, but rather that the hardware is going to become much less interesting over the next five to ten years as the software used to run the hardware is separated out and Continue reading
At least there weren't any wild animals.
Citrix's Q1 results are what you expected.