Networking News and Insights from Dell…

The canals, gondolas, and St Mark’s Square in the Venetian Hotel served as the back drop for the first ever Dell Technologies World event in Las Vegas last week. Dell is continuing to execute against its strategy to help organizations execute against their digital and IT transformations. Over the last 20 or so months, it has worked diligently to eliminate conflict in its portfolio and discuss the value of its solutions across the entire family of companies. On the networking front, one of Dell’s key pillars for a modern data center, Dell continues to evolve its disaggregation story (Network OS and Network Hardware) for scale-out data center and campus environments. Dell will continue to partner with Aerohive and Ruckus to provide end-to-end solutions for wireless environments. One of the new proof points for its disaggregated, scalable approach came from a Dell family member, VMware, that announced it will now leverage Dell networking hardware solutions for its NSX SD-WAN appliances. To read the complete article, CLICK...

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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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VMware’s Intention to Acquire VeloCloud…

The announcement of VMware’s intention to acquire VeloCloud signals the broadening of the NSX Everywhere story. SD-WAN is a solution that offers agility, security, orchestration, and other business outcomes for remote and branch offices. It should not be considered just an MPLS replacement for the WAN with savings on bandwidth costs. At a core level, both NSX and VeloCloud’s products are based on an overlay network, which offers the flexibility to treat a logical network separately from the physical network, and this core concept has been popularized for many years via MPLS. Ironically, it’s the perceived lack of flexibility and costs of MPLS that have become the initial drivers for the popularization of SD-WAN, which promised to modernize the branch networks and WAN. VMware’s NSX Everywhere plan is similar to Cisco’s ACI Anywhere plan since it enables the core data center networks to reach out into other locations such as a public cloud. To read the complete article, CLICK...

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