Phil Dewey

Cambrian Cloud Explosions Coming

or... the hardware becomes a comoditized compute bedrock of low cost servers and switches rented from a datacenter in central Texas and the software now demands the lions share of Capex as it does what you just described.

Will Virtualization Undermine Network Equipment Vendors?

Comparing VOIP's impact on the network to Virtualization is not valid. VOIP put new, real time stresses on the network. Virtualization removes them from the LAN and puts them potentially on the WAN. The idea that there will be a valid use case for moving a VM across a wide distance is goofy (much less a running VM). Data will move the, VMs will stay where they are. Taking advantage of cheaper compute resources elsewhere will mean getting a COPY of a VM to materialize at the lowest cost facility and the data there to use it.
One won't move a VM but rather a description of it, a formula of how to construct it and the data it needs to do it's job.

Under The Radar News - Monday

Benioff approached Cisco last October so this is old news. Given the Webex deal was done in 10 days and that they are now pitching Oracle it doesn't look good for a Cisco/Salesforce marriage