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…

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….

Self-Driving: The New Joys Of

The Important 4Q19, bohcay will launch the Self-Driving Network Infrastructure subscription research service and consulting practice. I don’t know who was the first person in the industry to draw the analogy between self-driving cars and self-driving networks, I, previously being a Juniper Networks employee, heard it first from Kireeti Kompella. Having just updated to a…

5G, Cisco, The Important

The Important Do the fortunes of 5G rest on Enterprise solutions? Which vendors are best positioned to execute on Enterprise solutions? These are the kinds of questions scenario planners should be asking Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link Discussion I’ve worked with a couple of…

Information of Things: Looker & Tableau

When bohcay announces how it is framing its research and consulting agenda for 2019/2020, one of three highlighted areas will be the Information of Things. Compute, storage, and networking resources, are so abundant, that it is leading to a tsunami of information. Information is now one of the most valuable products in IT. It is…