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…

Networking Epochs from Mainframes to NaaS

The Important After decades of Internet and Cloud infrastructure innovation / investment, the networking world turns its eyes to Enterprise Routing, and more generally, Enterprise networking. The tip of the spear is SD-WAN, but Network-as-a-Service (Subscription) is the larger theme, with multicloud also part of the mix. This presents Enterprise Networking disruption potential, though Cisco…