Welcome!

Apache Authors: MC Brown, Amy Lindberg, ChandraShekar Dattatreya, Carmen Gonzalez, Sanjeev Sharma

Blog Feed Post

From white box to bare metal: Dell to run Cumulus SW on Force10 switches

Big news in networking today as Dell announced plans to ship its Force10 switches with Cumulus software. The news is covered in several places, including the following:

These articles do a good job of explaining what Dell and Cumulus are up to. I won’t rehash the product or technical details here. But what are the implications of this announcement?

When Cumulus first came onto the networking scene, the talk was all about decoupling networking hardware and software and how that would help lead the white box switching movement forward. The hope was that by separating the brains from the brawn – the network OS from the underlying switching hardware – the switches themselves would become dumb transport devices, allowing them to be replaced by commodity switches.

At the same time, they advanced a familiar thread in networking by saying that the decoupling of hardware and software would help fight vendor lock-in. At the time, this argument specious. Supporting a network OS across a set of functionally identical white box switches doesn’t provide any choice. Customers would basically have their choice of the same device manufactured by several different vendors. Choice of manufacturer is not really what people were looking for, so the optionality argument put forth was somewhat disingenuous at the time.

Today’s announcement changes both of these points in a significant way.

By shipping their Linux-based networking operating system on a mainstream vendor switch, Cumulus is proving that they are capable of doing more than just running on top of a reference switching design. This means that customers have the option of selecting into a Cumulus environment and effectively swapping out the underlying devices depending on the specific need. That is not to suggest that there are not barriers to change once you get settled on a single platform, but those barriers are more palatable when the software that runs on top remains constant. Indeed, much of the lock-in for any networking solution is in the software. If the software is constant, the hardware is more open to change.

But the subtle point here is that the driving decision for customers might not always be the lowest possible price for a hardware platform. If the future of networking is going to be the lowest possible CapEx, then the only platforms Cumulus ought spend any time supporting are the lowest-cost platforms. But that’s not what’s happening.

To date, Cumulus has been somewhat complicit in propagating the message that it is all about CapEx. They have driven, or at least allowed, the conversation towards CapEx. Strategically, this was a pretty crafty move. The story, even if not entirely true, is pretty easy to understand, and if there is one thing that we have learned with this whole wave of SDN and related technologies, it’s that people are moved by simple stories. There is no simpler story than saying that the future of networking will necessarily follow the server evolution, resulting in cheap white box switches.

Somewhere along the way, the story started to change. White box became bare metal, and, if you watch closely, CapEx is becoming OpEx.

This was a necessary shift. The reality is that competing on a pure CapEx difference was never going to be a successful long-term play. While CapEx will work for a time, the simple fact that most of the switching world is converging on a narrow set of switching silicon means that the difference in price between the low and high ends of the market is going to become smaller over time. On top of that, the high end of that space is dominated by incumbents who have enough volume to negotiate better per-unit pricing, which allows them to get even more competitive on price.

So what is likely next for Cumulus?

This should be a relatively noticeable inflection point in their go-to-market strategy. I would guess that 2014 becomes a lot more about OpEx than CapEx. They should start to lean more heavily on their Linux foundation (though, to be fair, almost everyone has a Linux base at this point). They will likely shift their public dialogue more towards automation and DevOps. In private meetings, they will likely talk about support pricing as well (particularly in comparison to Cisco support costs, a long-time customer pet peeve). I say that the supporting pricing will be private because any real public discussion about pricing allows Cisco to just change their support costs on a per-deal basis and effectively squash that differentiator.

The interesting impacts, though, are not really related to product. Now that Cumulus has lined up Dell, how long before some of the other vendors come along? It is not a huge stretch to see someone like Extreme come along for the ride. They already announced support for Big Switch’s SwitchLight software, so opening up to another player would be a natural move (though it would depend on the terms of that relationship, obviously). After that, HP becomes interesting. How far up-market can this go? When all is said and done, can Cumulus hop on board enough single-digit players to move their addressable share to north of 10%? It is worth noting that Cumulus will not be sold on 100% of their partner solutions, so it really is addressable share more than actual share.

And if they do make progress over time, what happens to the industry if VMWare takes them out? It could be that Cumulus is an interesting way to add a software-only product to the networking portfolio, a nice complement to NSX. This would basically galvanize a number of players against Cisco, allowing a common go-to-market framework. Sure, the individual players lose a bit of their ability to differentiate in software, but market share hasn’t been moving for many of these companies anyway. Their best bet could be to become a nuisance to Cisco in switching, which could tie Cisco up in a way that makes them less capable of responding on other fronts.

The companies that become extremely interesting in this scenario are those companies who have made gains in switching. Brocade has been making progress, so it would be more difficult for them to make the leap to a Cumulus network OS like the others. Brocade has already started talking OpEx and automation, so they could have the go-to-market capabilities to go it alone, drafting on the shift in industry dialogue.

It’s difficult to predict what will happen with any precision, but this partnership certainly has war rooms across the industry spun up today. Ultimately, these types of moves are good for customers, even if they make life a little chaotic on the vendor side for awhile.

[Today's fun fact: A Boeing 747′s wingspan is longer than the Wright brother’s first flight.]

The post From white box to bare metal: Dell to run Cumulus SW on Force10 switches appeared first on Plexxi.

Read the original blog entry...

More Stories By Michael Bushong

The best marketing efforts leverage deep technology understanding with a highly-approachable means of communicating. Plexxi's Vice President of Marketing Michael Bushong has acquired these skills having spent 12 years at Juniper Networks where he led product management, product strategy and product marketing organizations for Juniper's flagship operating system, Junos. Michael spent the last several years at Juniper leading their SDN efforts across both service provider and enterprise markets. Prior to Juniper, Michael spent time at database supplier Sybase, and ASIC design tool companies Synopsis and Magma Design Automation. Michael's undergraduate work at the University of California Berkeley in advanced fluid mechanics and heat transfer lend new meaning to the marketing phrase "This isn't rocket science."

@ThingsExpo Stories
The definition of IoT is not new, in fact it’s been around for over a decade. What has changed is the public's awareness that the technology we use on a daily basis has caught up on the vision of an always on, always connected world. If you look into the details of what comprises the IoT, you’ll see that it includes everything from cloud computing, Big Data analytics, “Things,” Web communication, applications, network, storage, etc. It is essentially including everything connected online from hardware to software, or as we like to say, it’s an Internet of many different things. The difference ...
Cloud Expo 2014 TV commercials will feature @ThingsExpo, which was launched in June, 2014 at New York City's Javits Center as the largest 'Internet of Things' event in the world.
An entirely new security model is needed for the Internet of Things, or is it? Can we save some old and tested controls for this new and different environment? In his session at @ThingsExpo, New York's at the Javits Center, Davi Ottenheimer, EMC Senior Director of Trust, reviewed hands-on lessons with IoT devices and reveal a new risk balance you might not expect. Davi Ottenheimer, EMC Senior Director of Trust, has more than nineteen years' experience managing global security operations and assessments, including a decade of leading incident response and digital forensics. He is co-author of t...

ARMONK, N.Y., Nov. 20, 2014 /PRNewswire/ --  IBM (NYSE: IBM) today announced that it is bringing a greater level of control, security and flexibility to cloud-based application development and delivery with a single-tenant version of Bluemix, IBM's platform-as-a-service. The new platform enables developers to build ap...

The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com), moderated by Ashar Baig, Research Director, Cloud, at Gigaom Research, Nate Gordon, Director of T...
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at Internet of @ThingsExpo, James Kirkland, Chief Architect for the Internet of Things and Intelligent Systems at Red Hat, described how to revolutioniz...
Technology is enabling a new approach to collecting and using data. This approach, commonly referred to as the "Internet of Things" (IoT), enables businesses to use real-time data from all sorts of things including machines, devices and sensors to make better decisions, improve customer service, and lower the risk in the creation of new revenue opportunities. In his General Session at Internet of @ThingsExpo, Dave Wagstaff, Vice President and Chief Architect at BSQUARE Corporation, discuss the real benefits to focus on, how to understand the requirements of a successful solution, the flow of ...
The security devil is always in the details of the attack: the ones you've endured, the ones you prepare yourself to fend off, and the ones that, you fear, will catch you completely unaware and defenseless. The Internet of Things (IoT) is nothing if not an endless proliferation of details. It's the vision of a world in which continuous Internet connectivity and addressability is embedded into a growing range of human artifacts, into the natural world, and even into our smartphones, appliances, and physical persons. In the IoT vision, every new "thing" - sensor, actuator, data source, data con...
"BSQUARE is in the business of selling software solutions for smart connected devices. It's obvious that IoT has moved from being a technology to being a fundamental part of business, and in the last 18 months people have said let's figure out how to do it and let's put some focus on it, " explained Dave Wagstaff, VP & Chief Architect, at BSQUARE Corporation, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Focused on this fast-growing market’s needs, Vitesse Semiconductor Corporation (Nasdaq: VTSS), a leading provider of IC solutions to advance "Ethernet Everywhere" in Carrier, Enterprise and Internet of Things (IoT) networks, introduced its IStaX™ software (VSC6815SDK), a robust protocol stack to simplify deployment and management of Industrial-IoT network applications such as Industrial Ethernet switching, surveillance, video distribution, LCD signage, intelligent sensors, and metering equipment. Leveraging technologies proven in the Carrier and Enterprise markets, IStaX is designed to work ac...
"There is a natural synchronization between the business models, the IoT is there to support ,” explained Brendan O'Brien, Co-founder and Chief Architect of Aria Systems, in this SYS-CON.tv interview at the 15th International Cloud Expo®, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
C-Labs LLC, a leading provider of remote and mobile access for the Internet of Things (IoT), announced the appointment of John Traynor to the position of chief operating officer. Previously a strategic advisor to the firm, Mr. Traynor will now oversee sales, marketing, finance, and operations. Mr. Traynor is based out of the C-Labs office in Redmond, Washington. He reports to Chris Muench, Chief Executive Officer. Mr. Traynor brings valuable business leadership and technology industry expertise to C-Labs. With over 30 years' experience in the high-tech sector, John Traynor has held numerous...
Bit6 today issued a challenge to the technology community implementing Web Real Time Communication (WebRTC). To leap beyond WebRTC’s significant limitations and fully leverage its underlying value to accelerate innovation, application developers need to consider the entire communications ecosystem.
The 3rd International @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that it is now accepting Keynote Proposals. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices - computers, smartphones, tablets, and sensors - connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.
The Internet of Things is not new. Historically, smart businesses have used its basic concept of leveraging data to drive better decision making and have capitalized on those insights to realize additional revenue opportunities. So, what has changed to make the Internet of Things one of the hottest topics in tech? In his session at @ThingsExpo, Chris Gray, Director, Embedded and Internet of Things, discussed the underlying factors that are driving the economics of intelligent systems. Discover how hardware commoditization, the ubiquitous nature of connectivity, and the emergence of Big Data a...
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity.
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, phone and digital TV services to consumers primarily in rural areas.
SYS-CON Events announced today that IDenticard will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada. Our partner network encompasses some 300 of the world's leading systems integrators and security s...
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
Cloud Expo 2014 TV commercials will feature @ThingsExpo, which was launched in June, 2014 at New York City's Javits Center as the largest 'Internet of Things' event in the world. The next @ThingsExpo will take place November 4-6, 2014, at the Santa Clara Convention Center, in Santa Clara, California. Since its launch in 2008, Cloud Expo TV commercials have been aired and CNBC, Fox News Network, and Bloomberg TV. Please enjoy our 2014 commercial.