September 2017

Alcatel-Lucent Enterprise Broadens its In-House Developed enterprise-class WLAN Product Line

Back on 5/9/17, we discussed how Alcatel-Lucent Enterprise (ALE) had announced its in-house developed enterprise-class WLAN products.  A couple days ago (on 9/20/17), ALE announced further developments to its WLAN product line and now has a broadening product line of Stellar WLAN products.  Initially, ALE announced a lower end Stellar… Read More »Alcatel-Lucent Enterprise Broadens its In-House Developed enterprise-class WLAN Product Line

​Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble

Yesterday, Comcast announced its ActiveCore SDN platform.  We are attending Comcast’s analyst day and learned quite a bit on day one, but wanted to focus this blog on Routing. To date, there has been an argument of SD-WAN and it ability to replace expensive telco MPLS solutions.  If a customer… Read More »​Comcast ActiveCore – Massive step forward for SD-WAN and Potential Router Market Trouble

​Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference

We attended the Deutsche Bank Tech conference this week and met with a ton of companies.  It is always interesting to see the difference in questions from investors vs. those directly in the industry.  During the conference, each company put spin and had different definitions of Data Center Interconnect (DCI)… Read More »​Cloud and DCI – Vendors with Different Definitions talk up DCI at Deutsche Bank Tech Conference

China, North America and Data Center Interconnect Drive Data Center Ethernet Switch Market in 2Q17, According to 650 Group

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Portola Valley, California – September 7, 2017 – A newly released market leading report by 650 Group indicates that Data Center Ethernet Switch market revenue and port shipments hit a record in 2Q17.  Arista, Dell, H3C, Juniper, and White Box all achieve all time record revenue results.  New platforms and… Read More »China, North America and Data Center Interconnect Drive Data Center Ethernet Switch Market in 2Q17, According to 650 Group

Cloud-Managed Wi-Fi and Ethernet Switch Services Revenue Grew Over 60% Y/Y, According to 650 Group

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Portola Valley, California – September 6, 2017 – A newly released report by 650 Group indicates that revenues for Cloud-Managed Services of the combined market of WLAN Infrastructure and Campus Ethernet switches grew over 60% year-over-year.  Campus Ethernet Switch and Wireless LAN combined revenues accelerated to 10% Y/Y.  On a… Read More »Cloud-Managed Wi-Fi and Ethernet Switch Services Revenue Grew Over 60% Y/Y, According to 650 Group

Record Setting Shipments for Ethernet Switch Market in 2Q17, According to 650 GroupData Center Switch Market Gets a New Growth Catalyst in Data Center Interconnect Buildouts

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PORTOLA VALLEY, Calif., Sept. 05, 2017 (GLOBE NEWSWIRE) — A newly released report by 650 Group indicates that the Ethernet Switch Market surged to set a new all-time record for port shipments in 2Q17. The first to market and industry leading report also indicated that the growth was driven by… Read More »Record Setting Shipments for Ethernet Switch Market in 2Q17, According to 650 GroupData Center Switch Market Gets a New Growth Catalyst in Data Center Interconnect Buildouts