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Gregory Ness » Comments » ORCL

  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Jades:

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

    Greg
    Sep 24 18:59 pm |Rating: +1 0 |Link to Comment
  • Cambrian Cloud Explosions Coming [View article]
    Phil:

    Or a mesh of data centers around the world...

    Thx!
    Greg
    Sep 14 11:17 am |Rating: 0 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    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
    Sep 12 19:52 pm |Rating: +2 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    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
    Sep 12 10:11 am |Rating: +2 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Good luck! Let us know how it goes.

    Thx
    Greg
    Sep 10 19:57 pm |Rating: 0 0 |Link to Comment
  • Netbooks May Disrupt Cloud Computing [View article]
    I think networks will have to me more intelligent, powerful and dynamic for them to replace the level of communications that takes place between apps and processors on the modern laptop.

    Thx
    G
    Jun 06 21:28 pm |Rating: +1 0 |Link to Comment
  • Who Will Lead the Infrastructure 2.0 Boom? [View article]
    Thanks for your comments Harley; and glad that you were connected with the team.

    Sincerely,
    Greg
    Dec 10 19:03 pm |Rating: 0 0 |Link to Comment
  • Who Will Lead the Infrastructure 2.0 Boom? [View article]
    A recent blog at Cisco: blogs.cisco.com/datace.../

    Greg
    Dec 09 14:46 pm |Rating: +1 0 |Link to Comment
  • Who Will Lead the Infrastructure 2.0 Boom? [View article]
    I'm horrible at short term market predictions. For that I would recommend channel checks and/or analyst reports who follow shipments more closely.

    Thanks for the comment.

    Greg
    Dec 08 16:30 pm |Rating: 0 0 |Link to Comment
  • Who Will Lead the Infrastructure 2.0 Boom? [View article]
    You're definitely in contention! Greg


    On Dec 07 01:03 PM steveballmer wrote:

    > Microsoft!
    Dec 07 13:41 pm |Rating: 0 0 |Link to Comment
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