VMware Gets Real About A Post-VM world

The Important Unless there is a compelling reason not to, the high percentage approach to bold transformations, is with bold acquisitions and execution. For VMware that means embracing and leading the containerized world, which is quickly become the goto virtualization / modularization architecture of today’s IT. Today’s acquisition announcements come after other container-centric investments such…

The Values-Driven Buyer

Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link One of the significant strategy / management consulting focal points over the last few decades has been the idea that shareholder value rains supreme over all other corporate values. The recent pronouncement by the Business Roundtable, representing 181 CEOs,…

Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

Better Together: hardware and software experiences

Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link My first car was a “sin bin” that never saw any action (hey, shoot for the moon right?). My second car was a straight six, tuned length extractors, aluminum head, and three side draft, double-barrel, 45 mil, DCOE Webers….

Value Generation Framework

The Important In a world of growing digital transformation, few industries can afford to ignore the new reality of how customer experience expectations have changed. The best way to compete in the future, is to create the future. Creating the future is the function of creatives. The traditional concerns of strategy processes, the three C’s:…

SW licensing in the age of cloud: measurement and reporting

The Important In the age of cloud, agility, efficiency, and flexibility need to be the focus of operations Approaches to SW licensing that halt operations, cause manual intervention, or cause time consuming activities do not meet these goals There are multiple stakeholders involved in software licensing, complicating software licensing Quick and free subscription to the…

Business model: a large range of meanings from SKUs to value.

When people say they are doing “Business Model Transformation” they might mean anything from SKU-based financing to value chain reengineering. It is important to know which, especially for the company doing business model transformation.

Open Source Software is not a Business Model – You have to create that

The Important Open source software: is a development and/or software source code licensing model. does not dictate or describe how value is created, delivered, and captured by a business. Any business using open source code: may face the need to have a non-product model and/or a tiered licensing model must have clarity about who buyers…

Network as a Subscription – Opportunity to change the game

Information technology in general, and networking specifically, have benefited greatly from silicon economics for decades. Consistent gains in networking price/performance have been on the capital expense side / hardware procurement. Operations gains have not benefited as much, and are increasingly a barrier to productivity.  Network managers can benefit from replacing large operational expenses, with smaller,…