As I’ve been predicting, Arista is entering the campus space to look for more growth in the enterprise. The marketing push starts with high-capacity core switches combined with SDN.
As always, Arista has its own names for common things: spline = spine, cognitive cloud vision = intent-based networking.
Arista Networks (NYSE:ANET) today announced a new network architecture designed to address transitional changes as the enterprise moves to an IoT (Internet of Things)-ready campus.
Some thoughts:
- Arista doesn’t need to do much to build a campus portfolio. It doesn’t have a security strategy like Cisco built around SGT, but there are customers that don’t want to move to SD-Access and be switched to recurring licensing. Arista offers a viable alternative.
- “General availability in Q3’18” – Don’t expect to hear much until 2019.
- Trident 3-based silicon is competitive for campus solutions. Whitebox switching has reduced the cost of DC hardware to affordable campus prices.
- George Notter at Jeffries Securities notes that the average age of Cisco’s installed base of Cat 6000-series switches is 8 years. Arista believes it has a good opportunity to go after that installed base.
Arista Introduces Cognitive Cloud Networking for the Campus – Arista : https://www.arista.com/en/company/news/press-release/4608-pr-20180507
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