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…

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,…

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…