Ethernet

Brocade cuts guidance over Ethernet uptake, economy, cloud

With Brocade’s cut in guidance on its earnings call, the company joined what seemed a parade of network equipment vendors who’ve called the future of network spending into...

Discrepancy alert between network-builders and vendors

It's always fascinating to listen to network operators and even large enterprises talk about their infrastructure projects, and I'm just starting to analyze the first round of our fall strategy survey, so I'm getting that chance on a large scale. It's too early to say how everything is going to...

Does IBM’s Blade Network acquisition go far enough?

IBM is acquiring Blade Network Technologies, an Ethernet switch vendor that specializes in blade-server switching for the data center and supports both IBM’s and HP’s blade centers. The move seems...

Cisco cautious after Q4 report, but could increase market share

Cisco reported a quarter in line with analyst estimates, but the company was cautious about its next quarter and its guidance in year-on-year growth would suggest that the next quarter could be flat relative to the...

AT&T hedges bets, taps three top vendors as domain suppliers

AT&T named Alcatel-Lucent, Cisco and Juniper as three suppliers in its IP/

Juniper Stratus data center fabric could solve Ethernet issues

Some large-scale data center operators like Facebook are still unhappy with the state of Ethernet switching, in terms of performance, power consumption and reliability. The complaints, we note, are from a very small group of companies (primarily network providers of some sort) that have extreme...

Bidding for Nortel’s Ethernet assets highlights NSN’s needs

Yesterday was the final date for the submission of bids for Nortel’s metro Ethernet assets. Financial analysts are generally saying that the

Nortel’s Ethernet auction: What of the NSN speculation?

It’s almost time to play “Who’s Got the Nortel Ethernet” assets, with the auction coming in little more than a week. The big question is whether NSN, Cisco or another player might jump on

Juniper and IBM Ethernet OEM deal focuses on data center

Juniper and IBM have announced an OEM arrangement that will allow IBM to label and sell Juniper’s Ethernet products designed for the data center. The pact covers selected models in the EX and MX lines and is similar to the deal already signed by IBM with Brocade.

The news is very good...

Nortel’s Ethernet sale: Who will buy?

We may be coming to the point of a Nortel Ethernet sale soon after the first of the year, according to some of our sources. Four companies have been named possible buyers (Cisco, Ericsson, Huawei, and Nokia-Siemens), but we are hearing that the front runner is Huawei and that Cisco is not a serious...