Gregory Ness

Virtualization Demands Will Drive the Next Network Revolution

Jades:

You know... you should be paying me for these kinds of plugs tied to the column. :)

Greg

Virtualization Demands Will Drive the Next Network Revolution

Wisdom:

I think the network equipment vendors who focus on dumb pipes will face shrinking habitats and increased competition from the likes of Huawei and cloud providers. IMHO the second stage of virtualization will create more load requirements. The question would be the use of dumb versus smart beyond the enterprise network and the clouds.

G

Virtualization Demands Will Drive the Next Network Revolution

Dave:

I don't provide investment advice. Each of these companies has their own internal financial dynamics, etc which I don't track as I'm tech-foocused. I'm long VMW, SVVS, AMZN, SNDK and am watching CSCO as their UCS evolves. I'm not betting that they'll dominate but rather that as a set they'll have a disproportionate advantage based on their market positions and technology. I like SNDK because of the rise of flash memory; SVVS because of their cloud savvy and VMW because they seem to understand hte importance of the network and phase 2 virtualization. I think AMZN is also well positioned. Again, I'm looking at tech withj a 1-2 year horizon.

Thanks,
Greg

Virtualization Demands Will Drive the Next Network Revolution

Good luck! Let us know how it goes.

Thx
Greg

Who Will Monetize Cloud Computing and Why?

Barber:

One could argue that monetization means profitability when it comes to cloud. I don't think Google or Amazon derive much revenue from cloud... and perhaps very little, if any, profits. Now SUN execs (remaining) will be working with Ellison.

Thanks,
G