|By Mat Mathews||
|August 15, 2014 04:05 PM EDT||
There is no doubt that software defined networking has the power to improve network performance on college campuses. University networks demand flexible and reliable solutions and many institutions are turning to SDN to save time, increase efficiency and reduce IT costs. A few of the articles below analyze this very opportunity.
In this week’s PlexxiTube of the week, Dan Bachman answers the commonly asked question: “Is Plexxi’s Big Data fabric for Hadoop only?”
Mitch Wagner wrote a piece on the strategy behind Cisco and VMware’s data center partnerships this week in Light Reading. For the better part of two decades, we have seen the “Best of Breed” era in IT. Solutions have been cobbled together by companies (or integrators) after picking the best of breed solutions for each point component within the broader solution. What VCE and Exadata teach us is that companies will succeed if they handle the integrations for the customer. The first step is to partner, but more consolidation within the in the industry will follow. Over time, we will end up with pre-integrated solutions that are offered by a smaller number of large players. This re-verticalization of IT will fundamentally change how we buy and deploy infrastructure, which will remove some constraints and create additional requirements on the underlying platforms. I don’t think this will play out immediately, but we likely will see a different competitive landscape five years from now after a long period of relative stability.
In a contributed article for EdTech Magazine, Aletha Noonan identified that software defined networking has potential in higher education settings. In my opinion, university environments frequently have a diverse set of traffic types that tend to vary fairly predictably with time of day. During the day, someone in the life sciences department might be doing genome mapping, and then at night all of the students come back to stream content. From a university perspective, not all of this traffic is equal, and an SDN environment allows for dynamic treatment of different types of payloads. Additionally, with fiber connecting buildings, there is a lot of opportunity to do more interesting treatment of traffic between buildings (or in the case of I2, between cooperating campuses). The sweet spot in the .edu space will be how SDN gets married to high-bandwidth transport—together they seem to be a potent combination.
In a post on the Barron’s TechTraderDaily blog, Tiernan Ray covered Cisco’s software defined networking solution. I think that talk like this about SDN, especially as it relates to margins, is a little bit imprecise. Software defined networking is not the reduction of margin because there is functionality in software. The truth is that even the hardware-driven networks that have existed forever get the lion’s share of their functionality via software already. A typical R&D split is on the order of 90-10, with software taking up most of the investment. What we really have is a pricing imbalance. As SDN takes off and hardware becomes less differentiated, we will see a shift in pricing from hardware to software. APIC is notable because it is a software product that gives CSCO another point of monetization. The real threat is not software. What SDN represents is an architectural shift that levels the playing field to some extent. Cisco has built a stronghold with very high barriers to entry because no one can catch up to 30 years of feature development. If there is an architectural reset, competition gets stronger. And competition will drive price down (and likely margin as newer companies could have a lower margin threshold to gain market entry). The question is how will Cisco compete in a more price-sensitive environment? My guess—they squeeze the supply chain first, then go after their resellers. Cisco will pull more of that business in-house, seeing VCE as a successful GTM experiment. When the EMC relationship erodes completely, they replace it with their own business. This leaves partners in a lurch. The biggest resellers will gobble up the smaller resellers at lower margin. Cisco recoups some of that, and they can keep margins buoyed to some extent. There is disruption here. There will be share moves, and the resellers are perhaps in the most vulnerable position.
Peter Burrows covered Cisco’s recent earnings report in a piece for Bloomberg this week. This seems to happen every year, and with a company this large, you kind of expect it. It is not uncommon to place bets, see what works, trim, and then double down on the bets that panned out. The comments about margin pressure because of software are probably a bit imprecise. The vast majority of R&D expense is on the software side already—it’s just that the pricing mix favors the hardware. SDN will drive a change in pricing mix. That by itself doesn’t necessarily hurt margins; think of it more as a shell game of where money goes. SDN represents a new way of doing things, which means that Cisco’s strength from 30 years of feature development doesn’t mean as much. It opens the playing field some, and that brings competition. Competition will drive pricing pressure, and with that comes margin pressure. Cisco will combat that by squeezing the supply chain and then gobbling up their resellers’ business. Small and medium-sized resellers will be at risk as Cisco claws some of that business back, using VCE as a blueprint for how to go more direct. Large resellers will consolidate business (at lower margin), and Cisco will mitigate the margin pressure some. The real shift is competition.
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...
May. 30, 2015 04:00 PM EDT Reads: 6,457
Health care systems across the globe are under enormous strain, as facilities reach capacity and costs continue to rise. M2M and the Internet of Things have the potential to transform the industry through connected health solutions that can make care more efficient while reducing costs. In fact, Vodafone's annual M2M Barometer Report forecasts M2M applications rising to 57 percent in health care and life sciences by 2016. Lively is one of Vodafone's health care partners, whose solutions enable older adults to live independent lives while staying connected to loved ones. M2M will continue to gr...
May. 30, 2015 03:45 PM EDT Reads: 2,453
SYS-CON Events announced today that MetraTech, now part of Ericsson, 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. Ericsson is the driving force behind the Networked Society- a world leader in communications infrastructure, software and services. Some 40% of the world’s mobile traffic runs through networks Ericsson has supplied, serving more than 2.5 billion subscribers.
May. 30, 2015 02:00 PM EDT Reads: 1,545
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 this session, James Kirkland, Red Hat's Chief Architect for the Internet of Things and Intelligent Systems, will describe how to revolutionize your architecture and...
May. 30, 2015 01:00 PM EDT Reads: 745
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
May. 30, 2015 12:00 PM EDT Reads: 1,814
The enterprise market will drive IoT device adoption over the next five years. In his session at @ThingsExpo, John Greenough, an analyst at BI Intelligence, division of Business Insider, will analyze how companies will adopt IoT products and the associated cost of adopting those products. John Greenough is the lead analyst covering the Internet of Things for BI Intelligence- Business Insider’s paid research service. Numerous IoT companies have cited his analysis of the IoT. Prior to joining BI Intelligence, he worked analyzing bank technology for Corporate Insight and The Clearing House Pay...
May. 30, 2015 11:45 AM EDT Reads: 644
As the Internet of Things unfolds, mobile and wearable devices are blurring the line between physical and digital, integrating ever more closely with our interests, our routines, our daily lives. Contextual computing and smart, sensor-equipped spaces bring the potential to walk through a world that recognizes us and responds accordingly. We become continuous transmitters and receivers of data. In his session at @ThingsExpo, Andrew Bolwell, Director of Innovation for HP's Printing and Personal Systems Group, discussed how key attributes of mobile technology – touch input, sensors, social, and ...
May. 30, 2015 11:30 AM EDT Reads: 4,053
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. With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo, June 9-11, 2015, at the Javits Center in New York City. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be
May. 30, 2015 11:15 AM EDT Reads: 2,203
SYS-CON Events announced today that BMC 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. BMC delivers software solutions that help IT transform digital enterprises for the ultimate competitive business advantage. BMC has worked with thousands of leading companies to create and deliver powerful IT management services. From mainframe to cloud to mobile, BMC pairs high-speed digital innovation with robust IT industrialization – allowing customers to provide amazing user experiences with optimized IT per...
May. 30, 2015 11:15 AM EDT Reads: 1,119
The world is at a tipping point where the technology, the device and global adoption are converging to such a point that we will see an explosion of a world where smartphone devices not only allow us to talk to each other, but allow for communication between everything – serving as a central hub from which we control our world – MediaTek is at the heart of both driving this and allowing the markets to drive this reality forward themselves. The next wave of consumer gadgets is here – smart, connected, and small. If your ambitions are big, so are ours. In his session at @ThingsExpo, Jack Hu, D...
May. 30, 2015 11:15 AM EDT Reads: 879
Today’s enterprise is being driven by disruptive competitive and human capital requirements to provide enterprise application access through not only desktops, but also mobile devices. To retrofit existing programs across all these devices using traditional programming methods is very costly and time consuming – often prohibitively so. In his session at @ThingsExpo, Jesse Shiah, CEO, President, and Co-Founder of AgilePoint Inc., discussed how you can create applications that run on all mobile devices as well as laptops and desktops using a visual drag-and-drop application – and eForms-buildi...
May. 30, 2015 11:00 AM EDT Reads: 5,520
The Internet of Things is not only adding billions of sensors and billions of terabytes to the Internet. It is also forcing a fundamental change in the way we envision Information Technology. For the first time, more data is being created by devices at the edge of the Internet rather than from centralized systems. What does this mean for today's IT professional? In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists will addresses this very serious issue of profound change in the industry.
May. 30, 2015 11:00 AM EDT Reads: 1,062
The multi-trillion economic opportunity around the "Internet of Things" (IoT) is emerging as the hottest topic for investors in 2015. As we connect the physical world with information technology, data from actions, processes and the environment can increase sales, improve efficiencies, automate daily activities and minimize risk. In his session at @ThingsExpo, Ed Maguire, Senior Analyst at CLSA Americas, will describe what is new and different about IoT, explore financial, technological and real-world impact across consumer and business use cases. Why now? Significant corporate and venture...
May. 30, 2015 11:00 AM EDT Reads: 732
WebRTC defines no default signaling protocol, causing fragmentation between WebRTC silos. SIP and XMPP provide possibilities, but come with considerable complexity and are not designed for use in a web environment. In his session at @ThingsExpo, Matthew Hodgson, technical co-founder of the Matrix.org, discussed how Matrix is a new non-profit Open Source Project that defines both a new HTTP-based standard for VoIP & IM signaling and provides reference implementations.
May. 30, 2015 10:30 AM EDT Reads: 5,258
SYS-CON Events announced today that O'Reilly Media has been named “Media 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 City, NY. O'Reilly Media spreads the knowledge of innovators through its books, online services, magazines, and conferences. Since 1978, O'Reilly Media has been a chronicler and catalyst of cutting-edge development, homing in on the technology trends that really matter and spurring their adoption by amplifying "faint signals" from the alpha geeks who are creating the future. An active participa...
May. 30, 2015 10:30 AM EDT Reads: 928
"People are a lot more knowledgeable about APIs now. There are two types of people who work with APIs - IT people who want to use APIs for something internal and the product managers who want to do something outside APIs for people to connect to them," explained Roberto Medrano, Executive Vice President at SOA Software, in this SYS-CON.tv interview at Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
May. 30, 2015 10:30 AM EDT Reads: 4,412
There will be 150 billion connected devices by 2020. New digital businesses have already disrupted value chains across every industry. APIs are at the center of the digital business. You need to understand what assets you have that can be exposed digitally, what their digital value chain is, and how to create an effective business model around that value chain to compete in this economy. No enterprise can be complacent and not engage in the digital economy. Learn how to be the disruptor and not the disruptee.
May. 30, 2015 10:15 AM EDT Reads: 779
2015 predictions circa 1970: houses anticipate our needs and adapt, city infrastructure is citizen and situation aware, office buildings identify and preprocess you. Today smart buildings have no such collective conscience, no shared set of fundamental services to identify, predict and synchronize around us. LiveSpace and M2Mi are changing that. LiveSpace Smart Environment devices deliver over the M2Mi IoT Platform real time presence, awareness and intent analytics as a service to local connected devices. In her session at @ThingsExpo, Sarah Cooper, VP Business of Development at M2Mi, will d...
May. 30, 2015 10:00 AM EDT Reads: 784
Thanks to widespread Internet adoption and more than 10 billion connected devices around the world, companies became more excited than ever about the Internet of Things in 2014. Add in the hype around Google Glass and the Nest Thermostat, and nearly every business, including those from traditionally low-tech industries, wanted in. But despite the buzz, some very real business questions emerged – mainly, not if a device can be connected, or even when, but why? Why does connecting to the cloud create greater value for the user? Why do connected features improve the overall experience? And why do...
May. 30, 2015 09:45 AM EDT Reads: 798
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.
May. 30, 2015 09:30 AM EDT Reads: 6,679