Oh, pandemics, that’s why we need ubiquitous broadband!

I get it, COVID-19 is now going to become everyone’s pet excuse for funding. Everyone will be lining up at the government trough for their favorite cut of pork. However, I would argue ubiquitous 5G, that we can trust, is a critical national/global priority. Global shutdowns have pushed the conversation way past the historical debates…

SDN: Centralized AND Distributed

First published on Linkedin, the day before the NFC Championship When the current NFL season started, one of the expected dramas was whether the talented Green Bay Packers quarterback, Aaron Rodgers, would give himself freely to a new era of coaching, where all the calls would be made from the sideline. Highly analyzed, scripted and…

Disaggregated Internet Exposes Strategic Straddles

All markets force companies to make choices: value proposition, how will it be differentiated, does anyone care, how does each investment support the intended value chain/value proposition. A disaggregated Internet forces existing companies to make new choices and creates the opportunity for new ones to disrupt. The emergence of Broadcom, and companies like Arista that…

Network Infrastructure: No Rising Tide to Raise All Ships

The Important 50 years on, the Internet, and broadly speaking networking, are a raging success. Network infrastructure growth is often driven by regional, segment, and technology refresh hotspots, leading to inconsistent aggregate growth across the entire market. This dynamic creates management / leadership challenges. There are some broad-based opportunities like SD-WAN and Security. Quick and…

Will Explainable AI Be The Competitive Battlefront?

The Important The explainability of accurate AI/ML algorithms is an inhibitor to usage Entrepreneurs are stepping into address this problem Explainability may become an area of differentiation in AI/ML solutions Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link Discussion When I started looking at Artificial Intelligence (AI)…

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…

A Response To “What Went Wrong with NFV: The Operator View”

This post is a specific response to Tom Nolle’s recent blog: What Went Wrong with NFV: The Operator View. I provide a perspective on the points Tom raised, based on my experience leading business model strategy / transformation at a leading Networking supplier, Juniper Networks. Tom’s blog reflects the operator view as articulated by Tom,…

Why I Love Networking

Today I received a mailer from 1440.org that was a teaser for Find Your Why , with the quote “What draws me in is not what people do for a living but why they do it.” – Simon Sinek and Peter Docker This quote “triggered”, stimulated….whatever the right word is….my recollection of why I got into…

Serverless Network Functions (sNF)

The Important Extracting the most efficiency out of compute resources remains a key focus of IT Containers as applications or micro services are the current emerging focus to gain more efficiency than virtual machines In the long run, serverless will also receive more attention Serverless is a powerful paradigm, there are maturity gaps today, but…