Take a Network Break! Special guest Eric Hanselman, Chief Analyst at 451 Research, joins us this week to opine on the latest IT news and vendor moves.
It’s the time of year for quarterly financial results and we look at some numbers from F5 and others to predict the fate of network services companies that rely on hardware sales. Cisco kills Invicta, its all-flash storage product, and we examine rumors that Dell might spin out its security services business.
In cloud and SDN news, HP acquires Stackacto from ActiveState to boost its PaaS offerings, and Midokura strikes a deal with Fujitsu to provide the network virtualization components in Fujitsu’s OpenStack offering.
Finally, Citrix’s longtime CEO Mark Templeton is retiring and a hedge fund activist gets a seat on the board, and Intel touts the power of a forthcoming storage chip.
Links to all these stories are in the show notes below.
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Hardware And Network Services Companies
F5 Gains on Q3 Earnings & Revenue Beat – Zacks.com
F5 Networks reported better-than-expected third-quarter fiscal 2015 results. Also, the year-over-year comparisons on both counts were favorable, primarily due to better-than-expected software sales. The company also provided encouraging fourth-quarter guidance.”
Brocade Says x86 Future of Networking
Brocade CEO: Specialized Data Center Network Gear on Its Way Out – Data Center Knowledge
So, what does that mean for Brocade? His forecast is that the overall size of the data center networking market will shrink, while Brocade’s share of that market will increase. The Silicon Valley company has been investing in all things networking software, and Carney sees the imminent sunset of dedicated networking hardware as a big opportunity for Brocade, whose current data center market share is fairly small in comparison to Cisco’s and other incumbents’, such as HP, Juniper, Arista, and Huawei’s.”
More Cisco Housecleaning
Cisco Kills Invicta Storage Product Line – Network World
Cisco Invicta EOL Fueled By Mistakes And Misfortune – Network Computing
Dell To IPO Security Business?
Dell is studying storage giant EMC and its Federation model of maintaining a collection of independently functioning companies that are housed under one parent company, Durban said.”
“An anonymous source told the Atlanta Business Chronicle that Dell was considering spinning off SecureWorks in order ‘to get capital into parent Dell.’”
HP PaaS Acquisition
HP Buys ActiveState’s PaaS, Stackato – InformationWeek
Docker support, ease of use, and a widely recognized open source platform were all critical elements in HP’s ability to address the market of enterprise cloud users. It offered HP a way to quickly appeal to developers and enlist them in its Helion public cloud as an adjunct or hybrid operation to what they were already doing on premises.”
Midokura, Fujitsu OpenStack Teamup
Fujitsu Dumps Open vSwitch for Midokura Plugin in OpenStack Cloud – Data Center Knowledge
Did You Forget About Midokura? Here’s Why You Shouldn’t – Packet Pushers
Citrix Leadership Change
Citrix Loses a CEO, Gains a Hedge Fund Board Member – SDX Central