opportunies and challenges in the market place
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Opportuni)es and Challenges in the Market Place
Peter Christy Internet Research Group
Los Altos pchristy@irg-‐intl.com
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The Internet Research Group
• A “bou)que” firm in beau)ful, downtown Los Altos
• We do market research and strategic marke)ng consul)ng
• We’ve focused on “infrastructure” – the intersec)on between networks and systems
• We specialize in disrup)ve markets where the answers aren’t obvious.
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Who am I? • Was an O/S designer and programmer in a previous century, ran large soTware and systems teams.
• Involved in networking since the birth of DECnet • I personally know liWle, but I have friends who collec)vely know an amazing wealth
• For the last ten years I’ve worked at the boundary of networks and systems
• Have the fairly rare strength of being “bilingual” (able to talk either to network-‐centric people or system-‐centric people)
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OpenFlow/SDN and Me • Began over a year ago when
Simon Crosby asked me if I had heard about OpenFlow.
• I hadn’t but started learning. • Perfect analyst topic.
– Iden)fy a person of interest – Ask them “so what do you think
about OpenFlow.” – Let them explain in their own
words. • My objec)ves:
– Follow the money. – How will people make money on
OpenFlow? – How will OpenFlow change the
exis)ng network business?
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My Conclusions to Date …
• I completely embrace the disrup)ve poten)al of SDN, and the key enabling role of OF.
• I understand the role SDN has and will con)nue to play in Greenfield mega Web proper)es.
• I understand the value of SDN to the network research community with the enablement of OpenSource and OF.
• But how the enterprise business evolves is a s)ll a puzzlement.
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What Makes the Enterprise Puzzling
• The enterprise is the biggest part of the networking market • SDN/OF is disrup)ve
– Certainly as White Box switches – But even as the transfer of value from hardware to soTware – Building a performant and reliable SDN controller is a challenging task
• Networking is complicated – “por)ng” to SDN is a big deal – Customers don’t value reproducing the same thing with new technology
• There have been few OF/SDN “killer” apps so far
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Peter’s Top Issues
• “Horizontaliza)on” • OpenSource • Dev/Ops
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Horizontaliza)on
Proprietary Apps
Proprietary O/S
Proprietary Hardware
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Proprietary Apps
IoS
A5
Proprietary Apps
VMW
Vblock
IBM Mainframe Private Cloud IPad/Phone
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OpenSource • Free for the largest and smallest • Clear support model for the middle • Enterprise IT doesn’t build mission cri)cal systems from OpenSource bits
• Enterprise networking is very different than RedHat Linux
• OpenSource works best where the goal is well-‐specified (UNIX, Web Server, GFS/MapReduce)
• Historically OpenSource does not address complex system implementa)ons
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DevOps • What
– One of the most exci)ng changes in prac)cal systems
– The way that the Big guys all operate
– Brilliant system engineers that create solu)ons at any level in the stack
– Con)nuous introduc)on of func)onality
– Holis)c view of performance and infrastructure, development and opera)ons
– Build systems from the bare metal up, oTen leveraging OpenSource
• Won’t happen in the enterprise (with excep)ons including fin svcs) – Value chain completely
different (vendor leverage) – Most enterprises wouldn’t
know how to hire or retain the right folks
– For an enterprise networking must be done well but is rarely differen)a)ng (“context” not “core”)
• In this sense, the enterprise is very different from research, large web proper)es and large network operators
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The Enterprise
research Enterprise Network Operators “Google”
Market Size Tiny Large Medium Inaccessible
Importance of Networking High Not
Differen)a)ng Differen)a)ng Differen)a)ng
Dev/Ops? Sort of No! Possible Yes!
OpenSource Yes! No! Possible Yes!
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* *
* ONF Drivers
*
* OF Drivers
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My Conclusions • SDN not ready for enterprise markets yet
– Need more complete research solu)ons for SDN of complex network systems (1 year?) • Fleshing out of SDN system abstrac)ons (e.g., how is mul)-‐tenant factored in?)
– Need a vendor who would be trusted by businesses • Really demanding product defini)on (like storage?) • Requires top notch 24x7 support (what Cisco has excelled in) • Not a startup without a big brother • Not an OpenSource support model
– I think an economic ecology is needed (e.g., Windows) where plaqorm providers and “applica)on” developers can profit • These are high-‐value, mission-‐cri)cal applica)ons; people will pay for them!
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