I'm looking at what Cisco and other router incumbent vendors are doing vs. Ciena and other optical transport incumbents are doing. It seems that both sides feel threatened by the other and are taking offensive actions (best defense is offense, right?) to extend their field footprint onto new turf. the spendings they put in are huge (e.g. Cisco buying Acacia for $4.5B) and the results are either the router will expand and assume the transport role as well as routing, the transport will do the routing on the platform, or the market will keep looking at these as separate entities (due to regulations, or politics, or tradition or whatever...).
what's interesting is that both sides are using the terms ״disaggregation״ and "Openness" to promote themselves and explain why their solution is better.
anyone brave enough to make a prophecy on who will win this battle and become the next dominant system in deployment? i am not willing to take bets on this but i am quite sure disaggregation will win from this...
thoughts?
No comments:
Post a Comment