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Gregory Ness

 
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  • HP Moves To Outflank Cisco And Juniper [View article]
    Another interesting play if the network goes SDN... IBM.
    May 9 12:19 PM | Likes Like |Link to Comment
  • HP Moves To Outflank Cisco And Juniper [View article]
    I think that Dell has the potential market, especially if it evolves towards SDN. Today, they are certainly not in a similar position, but they will both benefit from a shift to commodity hardware. Thanks for your comments. I think the network industry is about to get interesting again.
    May 9 12:18 PM | Likes Like |Link to Comment
  • Cloud Computing: One of the Biggest Investment Stories in the History of Business [View article]
    Indeed, cloud is the biggest story ever sold. Like the dotcom era a new generation of players will emerge and perhaps 25% will survive, a small share will succeed wildly and several established companies will get derailed. IMHO this is a massive leadership rotation opp for the well positioned company.
    Jun 10 01:36 PM | Likes Like |Link to Comment
  • Network Connectivity Is About to Be Automated [View article]
    Ironically the Amazon outage was apparently attributed to a router configuration (network) error. One editor commented that the Amazon network was apparently not as automated as it seemed. The entire IT industry will ultimately benefit from Amazon's pioneering in the cloud and hopefully increased transparency.
    May 4 02:15 PM | Likes Like |Link to Comment
  • Data Center Watch: Thinking Wholesale [View article]
    You can also see a related article from Data Center Knowledge here: www.datacenterknowledg.../

    It just appeared today...
    G
    Apr 14 12:41 PM | Likes Like |Link to Comment
  • An Eye on Investing in the Era of Mass Computing [View article]
    I think the challenge for HP will be how well they can focus on the new network versus breadth of business issues (like Cisco) versus players likke RVBD and FFIV who are more focused on monetizing critical problem areas where they can maintain more margin/differentiation.

    IMHO
    G
    Apr 13 08:47 PM | 2 Likes Like |Link to Comment
  • An Eye on Investing in the Era of Mass Computing [View article]
    Thanks for your comment. There are several top tier markets, including the Ashburn, Virginia area.
    Apr 1 02:53 PM | 3 Likes Like |Link to Comment
  • Cloud Computing Requires Infrastructure 2.0 [View article]
    Vidoushi: Thanks. IMHO the most significant challenge for many forms of cloud is the tehthering/mobility of workloads within specific security policies. If those chellenges can be addressed there are significant improvements in IT ops around the cporner.

    Thanks,
    Greg
    Mar 29 02:55 PM | Likes Like |Link to Comment
  • Intel Prepares for Swarm Computing Age [View article]
    Brad/Red:

    I don't have an answer for you. Not my dept. :)

    G
    Aug 23 06:36 PM | Likes Like |Link to Comment
  • VMware: The Next Microsoft or Netscape? [View article]
    Mix:

    Microsoft is still a force to be reckoned with. Sure... they could become the next IBM (for grins) and could then reivent themselves... but they have expertise and footprint and channel clout. All IMHO

    Thanks for the comment.

    Greg
    Aug 19 05:12 PM | Likes Like |Link to Comment
  • VMware: The Next Microsoft or Netscape? [View article]
    User331697:

    1) Yes, Oracle is well positioned. I don't think they are as well positioned as Cisco, Microsoft and VMware... as IT world's collide.

    2) Yes. I think they could end up somewhere between being a dominant powerhouse and being Netscaped. Clearly with their strategic relationships, legacy and disruptive positioning they have assets that Netscape didn't have.

    3) I think its merely the natural progression of computing power... from mainframe to PC to device...

    Thanks for the questions/comments,
    Greg
    Aug 19 05:11 PM | Likes Like |Link to Comment
  • Network Connectivity Is About to Be Automated [View article]
    Ryanclarke:

    Yes IPv6 will be another driver. My post is really about the decline of manual labor in the network management process... complexity/size and change will force automation as service providers replaced phone operators. Yes, some companies will hold onto those processes longer, at their own peril while others will automate.

    Two recent demos stalled based on connectivity issues related to new network-attached appliances. In both the audience was asked to turn of their netbooks and phones.

    Thanks for the comment
    G
    Aug 6 06:22 PM | Likes Like |Link to Comment
  • Putting an End to the Mainframe Fantasy [View article]
    Abner:

    Great point. As a former Juniper marketer (as a result of the Redline acquisition) I certainly came to respect Juniper's tech prowess and strength in the service provider space. Will be great to see how Juniper can evolve to increase its influence in the enterprise.

    Sincerely,
    Greg
    Jun 10 01:22 PM | Likes Like |Link to Comment
  • Putting an End to the Mainframe Fantasy [View article]
    I've mentioned Juniper in several articles with this theme. They are certainly a key player in the enterprise networking space.

    G
    May 23 01:10 PM | Likes Like |Link to Comment
  • Putting an End to the Mainframe Fantasy [View article]
    Apple is certainly a potentially powerful player in the cloud space, with both netbook and phone expertise and consumer content/app delivery. Thanks, great point.
    G
    May 22 12:18 PM | Likes Like |Link to Comment
COMMENTS STATS
153 Comments
44 Likes