TMCnet News
United States : CISCO & VMWARE are APPLE & GOOGLE of SDN [TendersInfo (India)](TendersInfo (India) Via Acquire Media NewsEdge) Cisco and VMware are winners in the transition to SDN, following the lead of Apple and Google in the smartphone market. Cisco Systems Inc. plays the role of Apple Inc. in the SDN arena, while VMware Inc. parallels Google. Many investors appear to have a "zero sum game" or "winner take all" outcome in SDN, pitting Cisco against VMware in this perceived battle. Instead, both can benefit as platform leaders in the emerging market for networking software (both infrastructure software and applications). Indeed, we believe SDN fundamentally changes networking from a "box" business to a platform business, similar to what happened in the handset to smartphone transition. Cisco's Application Centric Infrastructure (ACI) is like the iPhone in that it's vertically integrated, relying on Cisco's own ASICs, hardware, and operating system. Apple and Cisco keeps tight control of its ecosystem. VMWare NSX, takes a horizontal approach on a wide variety of hardware. NSX to be most successful among the 50% of the switching market, measured by ports, that doesn't run Cisco, but runs Hewlett-Packard Co., Juniper Networks Inc., Brocade Communications Systems Inc., Dell Inc., Arista Networks Inc., and other hardware vendors. Those vendors are technology partners for NSX. The SDN market shifted from hype to value creation and contrary to common wisdom, SDN will create more value for vendors than it destroys. The market is focused on the risk to networking vendors margins and market share, what has been lost is that SDN is transforming networking from a "box" to a "platform" business, which will create significant value for 2 categories of companies. The software infrastructure market, includes Cisco ACI, VMware NSX, as well as network operating systems from vendors such as Cumulus, will be $1.3 billion by 2018. Goldman echoes an observation that's central to the SDN vision. (c) 2014 Euclid Infotech Pvt. Ltd. Provided by Syndigate.info, an Albawaba.com company |