Analysis - Scott Raynovich

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    The Networking Market is Frozen by SDN

    There's a little secret inside the networking technology markets: The battle between Cisco, VMware, and a gaggle of startups to take leadership in the Software Defined Networking (SDN) has
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    VeloCloud Wants to Soup up the WAN

    A new flavor of Wide Area Network (WAN) optimization -- one that is delivered via the cloud -- is ready to shake up both the service provider and WAN
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    Calix Grows 4%, Stock Rises

    Is Calix Networks (CALX) back? Skeptics who have burned before might have reason for caution, but the company's earnings beat gives the optimists a reason to look forward to
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    Apple Shares Climb Modestly on Earnings

    Apple shares enjoyed modest gains this morning after a solid earnings report yielding $10.3 billion in cash flow for the quarter. The stock rose $1.50 (1.5%) to $96.22 in
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    Verizon Capex Favors Wireless

    Verizon's solid earnings results and robust capital spending (capex) bode well for continued spending among wireless technology providers, although some analysts expect spending to remain flatten out in the
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    Busy Networking Earnings Season Approaches

    Communications equipment suppliers are ready to report on the second quarter. Earnings in the next few quarters will be interesting to watch with major shifts occurring in telecom spending,
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    Tata Exec: SDN Doesn't Scale

    Virtualization and Software Defined Networking (SDN) are taking over data-center networks, but many question whether the technology is ready to penetrate deeply into large, global service provider networks. An
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    Why Facebook's Wedge is Big

    Facebook's new "Wedge" platform is the chatter of the networking world. Why is that? It encapsulates the new genre of powerful, open networking platforms, including Software Defined Networking (SDN)
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    Pluribus Aims Arrow at Top of Rack

    Pluribus Networks seems to be stacking up partners as fast as its server switches. Today the Software Defined Networking (SDN) startup announced a deal with Arrow Electronics to co-produce
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    Extreme Runs to Open Daylight

    In a move that demonstrates the growing urgency for traditional networking technology vendors to adopt open approaches to Software Defined Networking (SDN), Extreme Networks (EXTR) has joined the Open
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    Afore Locks in Microsoft as Cloud Grows Up

    Afore Solutions, a cloud security startup based in Ottawa, Ontario, has locked up another deal in cloud security technology, adding a partnership with Microsoft's Bitlocker encryption to the mix.
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    Cisco Takes Tail-f in $175M SDN Move

    If there was any doubt that there's a rush to acquire SDN startups, this morning it's been confirmed. Cisco Systems (CSCO) has announced its intent to acquire Tail-f Systems,
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    Cisco Chambers Chatter Explodes

    The chatter about John Chambers' coming retirement appears to have accelerated and has "half the Cisco world freaked out," according to a former high-ranking Cisco executive.
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    SanDisk Fuses with Fusion-io for $1.1B

    Flash storage specialist SanDisk (SNDK), a well-performing company whose stock has recently been hitting new highs, will acquire storage system maker Fusion-io (FIO) for $1.1B in cash, adding another
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    Ciena Attacks the Cloud with Optical Ethernet

    Earlier this week, Ciena launched the 8700 Packetwave, an important new line of optical networking boxes aimed at solving the challenges of handling the boom in cloud applications and
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    Arista IPO Skyrockets, Hits $3.75B Valuation

    Shares of Arista Networks (ANET) soared on its trading debut today on Nasdaq, jumping 35 percent above a final offering price of $43, giving the company a market capitalization
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    Ciena Roars Back After Mini Panic

    Ciena (CIEN) shares vaulted nearly 20 percent in trading Thursday after the company released earnings that surprised analyst expectations and the company raised its earnings guidance for the year.
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    Arista IPO Still Hot, Friday Pop Expected

    Sources on the Wall Street IPO desks expect Arista Networks shares to pop a bit on its IPO, which is now expected tomorrow, Friday, June 6. Arista's last price
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    Value of SDN Startups Rising

    With the Arista IPO imminent, one might be wondering what's happening with the next crop off networking vendors. The valuations of many startups the Software Defined Networking (SDN) market