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Author: Ron Westfall

Ron Westfall

Juniper Reveals Data Center Intentions with Apstra Acquisition

Overall, Juniper made a smart choice in pulling the trigger on acquiring Apastra. Data center environments will require Apstra AOS-enabled IBN intelligence to handle the fast-emerging demands, such as compute-intensive AI/ML workloads, HPC clusters, and 5G-IoT builds, on their resources (e.g., DCIs, 400G upgrades). In the near future, however, the main portfolio development and marketing question for Juniper is “How soon is now” in orchestrating all of its recent acquisition pieces into a more cohesive, fully integrated data center networking proposition that challenges Cisco more broadly and directly.
Ron Westfall

Ericsson Mobility Report: 5G is Forging Ahead Despite Global COVID-19 Pandemic

The Ericsson Mobility Report is essential to understanding the current state of the worldwide 5G market, particularly since it pinpoints the most important developments in 5G backed with insightful and concise data. The report affirms that 5G is forging ahead across the planet despite the uncertainties of the C-19 pandemic and geopolitical tensions affecting supply chains. The report plays a critical role in giving Ericsson a prominent role in the overall 5G market, by helping to capture mind share for its brand as well as informing the key decision making across the entirety of the 5G ecosystem needed to power 5G deployments. The key takeaways, including the validation of the FWA business case, Critical IoT’s rising prominence, rapid expansion of 5G subscriber counts, and 5G SA’s progress, to name a few, all provide solid evidence that 5G is ready to play a prominent role in not only the evolution of mobile networks but also society as a whole.
Ron Westfall

Open RAN 5G Bill: Congress Ups 5G Stakes with Passage of $750 Million Open RAN 5G Bill

The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.
Ron Westfall

Guavus-IQ’s Availability on AWS Cloud is a Definitive Smart Move by Guavus

Guavus strengthen its overall Guavus-IQ portfolio with the Guavus-IQ on AWS launch. Guavus quickly counters the AWS and hyperscale partnerships that its key rivals have recently implemented and gains near-term differentiation with its specific portfolio emphasis on explainable AI (XAI) capabilities countering the broader AI marketing and portfolio claims of competitors. Guavus-IQ on AWS fulfills burgeoning CSP demands to lower their CapEx and OpEx, by enabling faster resolution of service and network issues through cloud-based anomaly detection, fault correlation, and root cause analysis, as they look to turnaround their shrinking profit-per-bit business models.
Ron Westfall

Oracle Digital Experience for Communications Prepares CSPs to Lead Radical Transformation of Customer Experience

With the Oracle Digital Experience for Communications debut, Oracle is addressing the CSP top priority of driving and winning the CX battle across the digital ecosystem. This includes ensuring CSPs engage their customers through their preferred interaction channels, personalizing digital experiences and injecting agility into B2B2X engagements. The new solution is fully differentiated by the blending of OCI capabilities and Oracle telco software knowledge. Oracle meets CSP integration demands in hybrid cloud environments through support of TM Forum’s ODA and Open API initiatives, potentially accelerating CSP adoption and spurring CX innovation and digital ecosystem influence.
Ron Westfall

Cisco’s New Edge WAN Platform Flexibly Provides Cloud Assurances to Organizations

The new Catalyst 8000 Edge Platforms strengthen Cisco’s overall WAN edge proposition, including its competitiveness in the SD-WAN and the emerging SASE segments. Due to the timeliness of the launch, Cisco has an immediate portfolio response to Juniper’s auspicious $450 million acquisition of 128 Technology. Now all of Cisco’s rivals will need to directly counter the Catalyst 8000 Edge Platform’s ability to provide application and network visibility as well as secure connectivity to applications across the continuum of cloud, data center, and edge in WAN environments or risk losing ground in the SD-WAN and SASE realms.
Ron Westfall

Cisco Silicon One Becomes One Essential Value Proposition for CSPs and Web Scale Data Centers

Cisco Silicon One is fundamentally enabling Cisco to differentiate its silicon and networking portfolio in an agile way that gives organizations greater flexibility in purchasing Cisco solutions as well as adopting new business models. Cisco’s main rivals will prove hard-pressed to directly counter its six new Silicon One devices, all delivered in less than a year, executing on its strategic commitment to accelerate expansion of the Silicon One portfolio.
Ron Westfall

Juniper Acquires 128 Technology to Swiftly Differentiate its SD-WAN Portfolio but Must Prove Market Readiness

Juniper’s acquisition of 128 Technology is essential to providing enduring and strategic differentiation in the SD-WAN market segment. Juniper gains 128T’s distinct session-smart networking capabilities designed to enable enterprises and CSPs to produce a user experience-centric fabric for WAN connectivity which is efficient, agile, and secure. However, Juniper needs to first demonstrate that its AI-driven SD-WAN proposition is substantially differentiated from established SD-WAN solutions to warrant accelerated consideration. Next Juniper needs to show it can quickly integrate 128T’s session-smart capabilities into its relatively new AI-driven SD-WAN approach. Rivals will fully challenge Juniper’s ability to rapidly execute 128T portfolio integration and make inroads with its latecomer SD-WAN proposition.
Ron Westfall

ADTRAN Updates and Sharpens Channel Partner Program

ADTRAN is fulfilling partner demand for a more agile channel program, through streamlined partner and discount levels, that minimizes complexity and helps drive profitability. For more than 15 years, ADTRAN has established the corporate DNA and customer trust required to drive its updated Channel Partner Program to success in meeting the fast evolving networking demands of enterprises and SMBs in emerging hybrid cloud and 5G environments.
Ron Westfall

Cisco, Qwilt, and Digital Alpha Heed Telco Edge Transformation Challenges with Alliance Aimed at CDN Upheaval

In minimizing upfront investment for CSPs by providing a turnkey, as-a-service based offering, the Cisco, Qwilt, and Digital Alpha alliance is ready to mitigate operational and business peril for risk-averse CSPs. Now CSPs have the opportunity to embrace the alliance’s proposition to redefine the economics of content delivery across their networks by exercising control and visibility over the content delivered through their networks. As a result, CSPs are able to create new revenue streams, realize optimal backhaul savings, while mitigating financial and business risk in fulfilling their CDN monetization objectives.
Ron Westfall

Lattice Semiconductor Defense Event: The Best Defense is a Clearly Differentiated FPGA Portfolio

Lattice’s ability to clearly differentiate its FPGA portfolio against formidable rivals such as Intel and Xilinx will power its ability to defend the company’s leadership position as the largest volume supplier of FPGAs globally, fortifying its supply chain reliability in delivering cutting edge integrated defense solutions. Now Lattice is firmly positioned to validate that its investments in areas such as AI, automation, and cloud computing will help fundamentally drive hardware and software innovation across the defense industry as well as other industries.
Ron Westfall

Mavenir Buys ip.access to Attain Multi-G Portfolio

Mavenir’s acquisition of ip.access enables the company to exploit geopolitical shifts in key markets such as India, UK, and parts of Europe to advance its overall mobile ecosystem proposition, particularly in areas like multi-G OpenRAN and small cells. Moreover, Mavenir gains swift inroads into the enterprise private network and nontraditional network realms, further boosting its influence across the mobile industry. Now rivals will need to respond directly to Manevir’s purchase of ip.access.
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