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Analysis

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    The RR Rap: Steve Herrod, Ex-VMware Tech VP

    Steve Herrod is a pioneer in cloud computing and virtualization. He's probably best known as the former Senior Vice President of Research and Development at VMware, the fast-growing virtualization
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    Infinera Ships Cloud XPress

    Networking technology provider Infinera (INFN) today announced that it is shipping its Cloud Xpress product, a small optical networking platform targeted at datacenter connectivity. Cloud Express is part of
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    Riverbed Going Private for $3.6B

    Riverbed Technology Inc. (RVBD), which earlier in the year fell prey to activist investor Elliott Management Corp., has agreed to be acquired for $3.6 billion by private-equity firm Thoma
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    Positive Turning Points for Ciena

    Networking technology provider Ciena (CIEN) reported a fourth quarter 2014 loss of 16 cents per share on Thursday night, but its shares responded positively, with much of the bad
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    Palo Alto Climbs the Security Charts

    Network security specialist Palo Alto Networks (PANW) is rapidly climbing the market-share charts, enjoying quick revenue growth as cloud operations drive new network security installations, according to networking hardware
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    Cisco's Legal Salvo Slams Arista Shares

    In filing a major lawsuit against rival networking technology company Arista Networks (ANET) on Friday, Cisco (CSCO) has done some initial damage in what is likely to be a
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    Blood Feud: Cisco Sues Arista

    Cisco Systems Inc. (CSCO) today announced that it is suing Arista Networks Inc. (ANET), the data-center switching company that was founded by Cisco alumni and recently went public.
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    Pluribus Updates Software, Touts Benchmark Results

    Pluribus has released the next iteration of its network virtualization software, Netvisor 2.2, as well as results from the Securities Technologies Analysis Center (STAC) benchmark associated with one of
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    Ciena Goes Big with NFV Platform

    Networking technology provider Ciena (CIEN) is looking to step up the development of the Network Functions Virtualization (NFV) market with the introduction of Agility Matrix, a broad platform for
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    Yes, Mobile and Internet Are Eating Your Cash

    As my monthly communcations bills start to approach my mortgage payments, I was wondering whether I was the only one that had this unique financial problem. Apparently not. Spending
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    Check out #GreenCloud Chat Monday at 2PM ET

    As you may know, sustainability is emerging as a key component of cloud technology and data centers. Whether it's Facebook, Amazon, or BMW, companies are in search of more
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    Wedge Networks Offers Cloud Security

    Washington D.C. -- Wedge Networks, a cloud security startup based in Calgary, Alberta, this week launched Cloud Network Defense, a cloud-based security platform that uses deep packet inspection (DPI)
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    Exclusive: Verizon Mounts 'Massive' White-Box Push

    WASHINGTON, D.C. -- Verizon is working on a large trial of "white boxes" that use commodity server technology to deliver next-generation networking and telecom services, according to several sources.
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    Bob Metcalfe Doesn't Like Net Neutrality

    Washington D.C. -- Guess what: One of the pioneers and inventors of Ethernet technology, Bob Metcalfe, believes that Net Neutrality and the regulation of the Internet is a colossal
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    Juniper CEO Shuffle: Was the Customer Verizon?

    The rumor mills of Silicon Valley are working overtime speculating about why Juniper Networks CEO Shaygan Kheradpir suddenly resigned last week from a corner-office job that could have paid
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    Telco Bloodbath: Will Cisco Guide Down?

    AT&T's capex announcement is still sending ripples through the networking hardware business. Let's face it, right now it's a telco bloodbath for equipment providers. As we noted on Friday,
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    AT&T Buys Iusacell, Shrinks Capex Plan

    Sneaky AT&T. On Friday afternoon, after markets had closed and many business participants had moved on to either cocktails or other weekend plans, the global service provider announced in
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    Router, Net Hardware Companies in Denial

    It has not been a great earnings season for the networking hardware equipment makers, especially those in the service provider segment. All through the food chain, from chips to