Lippis Report 196: VMware Bets Heavy on Virtual Overlay Networking with $1.26 B Nicira Acquisition

July 24th, 2012

If it wasn’t clear before July 23rd that the Software-Defined Networking (SDN) controller market resides within a cloud stack, then it’s clear now, thanks to VMware’s $1.26 billion acquisition of Nicira Networks. VMware is building a cloud stack that’s first to recognize the importance of virtualized networking and places a very high value on it. The multiple to Nicira’s revenue is, let’s say, very high. Microsoft, IBM, Citrix, Red Hat and the open stack community have just taken notice and are in the process of evaluating Big Switch Networks, Arista Networks, Embrane, Pluribus, Plexxi, et al. In this Lippis Report Research Note, we explore this exciting turning point in the open networking marketplace.

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Lippis Report 187: Software-Defined Networking Needs a Bigger Definition

February 28th, 2012

There are multiple definitions of Software-Defined Networking or SDN. But this is common in a new breakout space for the computer networking industry that’s evolving fast. The most common SDN definition is based upon splitting the data plane or the forwarding hardware of an Ethernet switch from its control plane or the logic that controls how packets flow from ingress to egress. But this definition alone is too limited and needs to be expanded. In this Lippis Report Research Note, we offer the industry a broader SDN definition and view.

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