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VMware’s SDN Strategy is No Threat to Cisco, says Mike Fratto

For those of you wondering about the impact to Cisco of Software Defined Networking and the combined SDN strategy of VMware and Nicira, I point you to a very rational and well-articulated article by Mike Fratto of Network Computing, that basically says Cisco doesn’t have much to worry about. (Enterprise Strategy Group had already said something similar, by the way).

Specifically, Fratto says:

Mike FrattoThe lack of programmability in existing networking hardware is certainly a problem, but VMware’s acquisition of Nicira does not mean that Cisco and its ilk will be marginalized… It does mean the role and management of the physical network is changing, and I think Cisco is further ahead than most of its competitors in creating a vision for the next phase of networking.

I couldn’t agree more. Since Cisco live! when we announced our Cisco ONE strategy for network programmability as well as the advances in our Nexus 1000V portfolio for virtual network overlays, I have been posting on many of the same points.

My take here was that the VMware-Nicira acquisition did not portend a strategic break with Cisco, and while there are some obvious overlaps in our product lines, there are still a number of areas of collaboration, cooperation and interoperability. The virtual network infrastructure is just one piece of a larger software stack and the differentiation will likely be decided in the orchestration, management and applications built on top of the newly programmable infrastructures sometime down the road. Read More »

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