Yesterday I was reading about Cisco’s fourth quarter earnings results, as you do when you are bored and waiting for the next episode of EastEnders to start—well, we all have to take a rest from SDN goodness every now and then. Now, this was interesting for two reasons. It was the last quarter under the leadership of big bad John Chambers and the first announced by new head honcho Chuck Robbins (sounds like a cross between a cage fighter and a liberal comedian). Firstly, congratulations are in order on the results—Cisco exceeded analysts’ predictions of $12.6 billion in revenue, with $12.8 billion and a per-share profit of 59 cents, up almost 4% over the previous year, and an overall year-over-year increase of 4%. Continue reading Another Missile Fired in the Cisco vs. VMware SDN War
If there was ever any doubt that VMware was taking SDN seriously—I mean, the $1.26B acquisition of the startup Nicira was just a tax write-off—you just have to look at the galácticos they are hiring: it looks like a team to challenge Real Madrid or Bayern Munich.
An odd little title, I think you will agree, but consider this: Wham! had a hit with “Freedom” and Sam Cooke sang “Chain Gang,” and I think you can now see my thought process. This post is going to investigate not the technical capabilities of Cisco’s Application Centric Infrastructure (ACI), but rather what its market placement will mean to the software-defined networking (SDN) industry.