SDN: Déjà vu all over again?
by Steve Harriman, VP of Marketing - June 13, 2014
Having been in this industry longer than I care to think about (I cut my teeth in operations and systems programming on mainframes and early Intel 8080-based ‘microcomputers’), I’ve seen a few technology innovations that were truly disruptive and some that claimed to be but ultimately morphed into something else or were relegated to a niche (remember the Infiniband ‘revolution’ in the early 2000s?). Software defined networking and network functions virtualization clearly threaten to upset the status quo, which in this case, is the vast ecosystem of hardware-based switched and routed networks, and the network equipment manufacturers who build the gear. Cisco, arguably, has the most to lose, but potentially, the most to win also.
In Peter Burrows’ recent Bloomberg article, reflecting how SDN has become mainstream news, he points out that the existing market for switches and routers is growing at the very modest rate of three percent a year. While this business is the lifeblood of companies like Cisco, Juniper, Alcatel-Lucent and Huawei, it is becoming commoditized with downward price pressure and diminishing technological differentiation. These players can certainly Continue reading