Take a Network Break! Episode 61 marks the official (and slightly wobbly) birth of HPE, and then reads the tea leaves of quarterly financial results for Juniper and Extreme Networks. We also look at the repercussions of Juniper’s disaggregation move.
We welcome Mellanox switches to the Open Compute Project, and contemplate cloud spending projections from IHS.
Meanwhile, the government of the United Kingdom hopes to advance legislation that would forbid the use of unbreakable encryption, and Google plans trials of Internet-enabled balloons. Finally, we acknowledge a possible fly in the ointment of the Dell/EMC deal, and speculate that lawyers and money will get it removed.
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Show Notes:
Happy HPE Day
It s Hewlett-Packard Enterprise Day – Ethereal Mind
Sad HPE Day
HP Inc Shares Soar, HPE s Volatile in First Day of Trade Since Split – NY Times/Reuters
Juniper Grows Routing, Switch Revenues
Juniper Networks Posts Strong Q3 Results – SDX Central
Disaggregating Junos software for data center innovation – Juniper Networks
Extreme Fights On
Despite Loss, Extreme Networks Says It s Turned the Corner – SDX Central
Open Compute Adds Mellanox Switches
Mellanox Joins the Open Compute Party – SDX Central
Cloud Spending Quantified
Enterprises Plan to Spend 1/3 of IT Budget on Off-Premise Cloud Services
by 2016 – IHS
Unbreakable? UK Says No
Internet firms to be banned from offering unbreakable encryption under new laws – The Telegraph
Internet Balloons
Alphabet s Stratospheric Loon Balloons to Start Serving Internet to Indonesia – Technology Review
First Signs of Dell/EMC Trouble
EMC Shareholder Sues to Block Dell s $67 Billion Acquisition – Bloomberg