Analysis - Network & SDN (SDxCentral Home)

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    AT&T Announces First Domain 2.0 Vendors

    Looks like AT&T is getting serious with what it calls "Domain 2.0," its new software-defined architecture for deploying new hardware, software and services. Today it announced its first list
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    Infinera Roars Back on Earnings

    Shares of optical networking equipment maker Infinera (INFN) have enjoyed a wild ride of late, first collapsing on the speculation that it had lost big 100G optical contract with
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    SDN, Ignorant Pollution, and Richard Sherman

    There's been a crazy media circus around NFL football player Richard Sherman, which culminated with the Seattle Seahawks cornerback on national TV describing ESPN's Skip Bayless as a "cretin"
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    Open Source Gone Wild

    In looking for a "Big Themes" to latch on to for 2014, I keep coming back to open source -- and what it means for just about every industry.
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    Report: AT&T Ramps Up SDN Pressure with RFI

    You would think it's just a sleepy Monday before New Year's Eve, but for large networking technology vendors worrying about their Software Defined Networking (SDN) strategy, it may not
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    Cisco's Analyst Day No Salve for Shares

    What can a Cisco investor do? Wait, and hope the stock stops dropping. The stock, now in a bad downtrend, dropped again this week both before and after Cisco
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    Finisar Beats and Boosts Optical

    Continuing the strong trend of a volatile and aggressively traded optical sector, optical-networking component maker Finisar raised eyebrows with a second-quarter fiscal year earnings release that beat estimates and
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    What's Next for WebRTC?

    Certain technologies get "hot" and take over the world. Others emerge as over-hyped but then fade back into obscurity. It's clear that WebRTC -- the evolving group of technology
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    MKM Sees Upside in Optical Stocks

    As Rayno Report has been reporting, the optical stocks have been on a nice little rollar coaster recently, selling off viciously after what was a pretty spectacular run boosted
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    Arista-Cisco Brawl Heats Up

    This is going to be fun. Arista, the current wunderkind of networking technology in Silicon Valley, on Monday launched a series of high-powered data-center switches. It also drafted a
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    Optical Freak Week

    Another week in the market, another day for hysterical counter-reactions to previous irrational exuberance. Yes, I'm talking about optical stocks.
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    F5 Has an Upside Surprise

    F5 Networks, Inc. (FFIV) had some good news for investors this morning, as it announced results that beat analyst expectations. The company also raised guidance going forward. In pre-market
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    Airpush Buys Hubbl, in Continuing Adtech Boom

    In a merger of intriguing startup names, Los Angeles, Calif.-based Airpush is buying Hubbl. Let me first offer some intriguing merger name possibilities such as Hubblpush, AirHubbl, Airbbl, e.t.c.
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    AOL Looking at Faster Exit from the Patch

    AOL is looking for a faster exit out of the headache known as Patch, its localized news service, say sources familiar with the company's thinking. AOL is looking at
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    AT&T, Cisco Further Define SDN: Cheaper Gear

    Holy mother of Network Function Virtualization (NFV). Are people really such big suckers? Are they that naive? Yesterday, AT&T and Cisco jumped on the marketing bandwagon to pile on
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    The Ever-wired Stadium

    Do people at sports stadiums actually watch the game anymore? Connectivity and social networking is becoming a more integral part of the live sports experience, and stadium owners and
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    Big Switch Subject to Small Takeover Talk

    The Software Defined Networking (SDN) market just got more complicated. Nothing demonstrates that more than the rumors floating around the alleged declining value of private startup Big Switch. Our