SD-WAN Wars: VEP-ons of Mass Attraction?
Mar22

SD-WAN Wars: VEP-ons of Mass Attraction?

Enterprise-networking-powerhouse-wannabe Dell (Technologies) EMC, which held the bottom position in an almost-recent top-10 vendor list (although VMware was in 6th place, behind first-place Cisco, and the pretenders to its throne such as HPE/Aruba, Juniper, and Huawei), is looking to make a big splash in the SD-WAN (software-defined wide-area network) puddle with its Virtual Edge Platform family. According to the company, which claims to already serve 98% of the Fortune 500, the new platform family and software bundles enhance SD-WAN to speed digital transformation, and is the first product to use Intel’s D-2100 processor, and the features validated and tested solutions with Silver Peak, VeloCloud and Versa software to simplify and accelerate deployments. The VEP4600, which will start at $1,500, will begin shipping worldwide on April 24. A subset of software-defined networking (SDN) — i.e. technology versus architecture — SD-WAN represents a small fraction of the overall networking market (~5%) but is growing at 59% annually and is expected to be worth $1.3 billion by 2020 (Gartner). 451 Research is a little more pessimistic, putting the market at $1.5 billion by 2021, while IDC is more optimistic — a compound annual growth rate (CAGR) of 69.6% and $8.05 billion by 2021. The 4Q17 SD-WAN market was valued at $147 million, with CY17 up 3.9x over CY16. VeloCloud (acquired by VMware acquired by Dell) was the top vendor with 19% share, followed by Aryaka (17%) and Silver Peak (12%). “Reviewing recent wins, we can see a market that is maturing with a transition from early market adopters to mainstream buyers. Other signs of maturation include expansions at existing clients and incremental product offerings such as security and WAN optimization on top of basic WAN transport virtualization,” said Cliff Grossner, Ph.D., Senior Research Director and Advisor for the Cloud and Data Center Research Practice at IHS Markit. Great growth projections, but on a really small base, when you consider that the overall network market was worth $51 billion last year, and Cisco held 54.3% of it. Dell Technologies, the parent of Dell EMC, lumps networking with its much-larger server business, and in its most recent quarter, 3QFY18, reported overall revenue of $19.6 billion, while the networking/server tandem came in at $3.9 billion, an increase of 32% year over year and 3% quarter over quarter. Still, the SD-WAN market — which Dell has the largest share — is hot, driven by the need to to increase security and reduce appliance sprawl, with 93% of recent survey respondents planning to implement the technology by the end of 2019. It’s a little premature to call it a family yet, Jeff Baher, Senior Director of Product...

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Cisco: Driving Diversity Where It Counts

This is Women’s History Month and I think it is important to highlight companies that are going the extra mile. Cisco stands out because—unlike most tech companies, where diversity is in the lower ranks—Cisco is diverse at the top. Cisco has also fielded the Office of Inclusion and Collaboration, and the Cisco Empowered Women’s network. Finally, Cisco funds the Women of Impact Conference which was held back on the 7th right at the start of Women’s History Month. Let’s talk a bit about each of these events and why it is important for firms like Cisco to give diversity in the workplace more than lip service. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Do You Want CybSec With Your Cookies?
Mar08

Do You Want CybSec With Your Cookies?

This week’s cybersecurity threat report from SonicWall doesn’t hold any real surprises from every other cybsec alert that frequents my inbox — i.e. the Cisco 2018 Annual Cybersecurity Report — but it does reinforce the key themes: cybsec threats are bad, and growing worse (it was called the ‘greatest concern’ at last month’s Senate threats hearing). “We tend to view the world as a cybersecurity arms race… the good guys make advances and the bad guys make advances,” John Gordineer, Director of Product Marketing, SonicWall, tells IT Trends & Analysis. The cybsec vendor said cyber attacks are becoming the number one risk to business, brands, operations and financials, and it identifies almost 500 new previously unknown malicious files each day, which makes this one of the hottest IT — and business — markets. MarketsandMarkets states the data protection market is expected to grow from $57.22 billion in 2017 to $119.95 billion by 2022, at a Compound Annual Growth Rate of 16%, while the total cybsec market will grow almost as quickly, from last year’s $137.85 billion to $231.94 billion by 2022, at a CAGR of 11%. While the SonicWall survey found that the number of attacks was down, the variety of attacks is increasing, which he attributed to several factors, especially in ransomware attacks, he said. First, companies that paid their ransoms did not get their data back; more effective protection is being deployed; and data backup and recovery solutions make companies less likely to become a victim or need to pay ransoms. As a result, the bad actors are scrambling to retool their ransomware to be more profitable, since they are catching fewer victims, said Gordineer. “We’re curious to see where that goes in 2018. One of the things we’re seeing is ransomware as a service.” Key findings of the SonicWall survey included: -9.32 billion total malware attacks in 2017, an 18.4% year-over-year increase; -ransomware attacks dropped from 638 million to 184 million between 2016 and 2017; -ransomware variants increased 101.2%; -the company collected 56 million unique malware samples in 2017, a 6.7% decrease from 2016, but the total volume of unique malware samples in 2017 was 51.4% higher than 2014; and -the average organization will see almost 900 file-based attacks per year hidden by SSL/TLS encryption. Cisco’s results offered similar dire news: -32% of breaches affected more than half of respondents’ systems, compared with 15% in 2016; -more than half of all attacks resulted in financial damages of more than $500,000, including, but not limited to, lost revenue, customers, opportunities, and out-of-pocket costs; -complexity is growing: in 2017, 25% of security professionals said they used products from...

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Cisco And …Business, Sustainability And Diversity

One of the things that caught my eye this month was that Cisco ranked 1st in Barron’s sustainability study. They ranked 3rd in Corporate Knights’ similar ranking announced in 2017, they dropped to 7th in 2018 but still are the top ranked US company in that world ranking. It is also fascinating that while Barron’s report had several tech companies in the top 10, Corporate Knights was far more diverse and, other than Cisco being in the top 10 in both, there was little additional correlation between the reports. One reason for this is that the Corporate Knights report looks at companies internationally, but Barron’s only looks at the US, but even taking that into account, it is fascinating that only Cisco, as a tech company ranked highly in both reports. What I also think is fascinating is that both reports look at far more than what we normally group under sustainability. In both cases the judging organizations also look at diversity, management competence and performance, and other items that we more normally connect with good governance than we typically connect with sustainability. But, I think, this approach is right because sustainability makes no real sense if the company is poorly run, inefficient or unlikely to survive. Sustainability should not only mean strong ecological focus and execution, but strong execution in general operations because, if the firm doesn’t survive then neither will their environmental efforts. More importantly, firms emulate other successful firms, and being both successful and good for the environment should create a multiplicative impact on the market as other firms emulate Cisco for economic benefit. The message is that Cisco isn’t successful despite their sustainability and diversity focus, but because of it. Let’s look at a couple interesting aspects of Cisco’s focus and recognition. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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HCI: A Cure For IT Complexity?
Feb08

HCI: A Cure For IT Complexity?

All-in-one computing, or IT in a box, is experiencing huge growth under the hyperconverged infrastructure (HCI) label, but while it has quickly moved from hype to mainstream, it still has a long way to go before the software-centric architecture – that integrates compute, storage and virtualization resources in a single system, typically x86 hardware – becomes the preferred way to build your IT infrastructure. HCI first showed up on the Gartner Hype Cycle in 2015, paired with Integrated Systems and taking its initial step of its Hype journey, Innovation Trigger, with the expectation of reaching the Plateau of Productivity in 5-10 years. Just a year later, in Gartner 2016 Hype Cycle For Storage Technologies, HCI was poised atop the very Peak of Inflated Expectations, with an estimated mainstream adoption of less than two years. On Tuesday Gartner released its inaugural Magic Quadrant for Hyperconverged Infrastructure, which placed Nutanix, along with Dell EMC, VMware and HPE in its Leaders category. Honorable mentions went to: Cisco, Huawei and Pivot3 (Challengers); Stratoscale and Microsoft (Visionaries); and Scale Computing, DataCore and HTBase (Niche Players). The research giant predicts that by 2020, 20% of business-critical applications currently deployed on three-tier IT infrastructure will transition to hyperconverged infrastructure. According to the latest numbers from IDC, converged systems market revenue increased 10.8% year over year to $2.99 billion during the third quarter of 2017 (3Q17), but hyperconverged systems sales grew 68.0% YoY to $1 billion (33.5% for the total market). Dell was the HCI leader – $306.8 million in revenue and a 30.6% share – followed by Nutanix in second place, with $207.4 million in revenue and a share of 20.7%. IDC’s list of key players included Atlantis Computing, Cisco, Fujitsu, Gridstore, HPE, SimpliVity, Maxta, Nimboxx, Pivot3, Scale Computing, NetApp, DataCore and Vmware. Another company with HCI aspirations is Microsoft, which entered the HCI space in late 2016 when it made its datacenter OS, Windows Server 2016, generally available. “Hyperconverged infrastructure is a key part of our Windows Server 2016 software-defined strategy spanning software-defined compute, storage, network and assurance,” noted Siddhartha Roy, principal group program manager for high availability and storage in Windows Server. “The converged systems market expanded on multiple fronts, most notably within hyperconverged solutions,” said IDC’s Eric Sheppard, research director, Enterprise Storage & Converged Systems. “While hyperconvergence is not the sole source of market growth, it has undeniably driven an expansion of this market into new environments at a very rapid pace.” 451 Research predicts the HCI market will expand at a compound annual growth rate (CAGR) of 41% through 2020 to just under $6 billion, while Technology Business Research estimated that the...

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