Tag: SDN

Intel earnings Jump: it’s memory bundling

Intel Q4_14_Results

Intel released its fourth quarter 2014 results yesterday afternoon with income jumping 39 percent on improved demand for personal computer and server system chips. The company allowed that it is  expecting a somewhat flat first quarter for 2015 which led shares 1.9% lower in after-hours trading. The PC Client Group’s earnings improved by three percent while the Data Centre Group’s earnings improved by 25 percent. Overall revenue increased by six percent  year-on-year and gross profit margin exceeded 65 percent.

Analysts polled by Thomson Reuters expected per-share earnings of 66 cents and revenue of $14.71 billion.

For the current first quarter, Intel projected revenue between $13.2 billion and $14.2 billion and gross margin of 60 percent, plus or minus a couple percentage points. Analysts, on average, were expecting revenue of $13.76 billion and gross margin of 61.2 percent, according to Reuters.

For the year, Intel projected revenue to rise by a mid-single digits percentage rate and achieve a gross margin of 62% of revenue, plus or minus a couple percentage points. Analysts, on average, were expecting revenue to rise 4% and gross margin of 63.4%, according to Reuters.

PC Client Group Improves

Intel’s integral attachment to the PC market greatly affected earnings as the PC market growth slowed and consumer market demand was satisfied with less costly tablets and high capacity smartphones. The uptick in PC demand last spring has had a positive effect on earnings and aided in the company’s turnaround effort to become “the” dominant supplier in the mobile market. With Intel’s 14 nm manufacturing muscle Brian Krzanich is now “loaded for ARM” vowing to place 40 million Intel chips into tablets now dominated by ARM Holdings PLC.

3D 256 Gb NAND-Flash Bundling?

No mention was made by Intel of its  recently announced 3D 256 Gb NAND-Flash devices. Intel has what can only be called an obsession with its ability to control the memory side of the sales equation without owning any of the fixed assets to produce it.

Analysts have been wondering why Micron was not more upbeat on the announcement; it is,  after all the controlling partner in Intel-Micron Flash Technologies, Inc. (IMFT). Sources indicate that Intel will most likely begin bundling Processors and Memory kits with Intel claiming the lion’s share of margin leaving Micron to its own pursuits with its share of output.

Last but Not Least

The Data Centre Group is rumoured to be the earnings darling of the coming quarters with sources indicating market moving announcements over the first half of 2015. Those announcements concern Intel’s SDN for Cloud Computing efforts…

 

 

 

Datacentre availability is big deal for channel

datacentrebatteriesA survey commissioned by Brocade has surveyed 350 global resellers and systems integrators and concludes that datacentre availability is the primary concern of customers.

The survey, carried out with the aid of Avnet, TD Azlan, TechData, Arrow ES, edsLAN, the Immix Group, Mindware and Westcon showed that 60 percent of end users see fabrics as the future of networks. But their unwillingness to invest in datacentre networks is a big hurdle for enterprises.

A third of the channel players surveyed said their customers only invested in networks to support a specific new application or service.  Over one in 10 said they only invested when the network was already failing.

The survey identified five drivers of network investment: virtualisation, faster access to data and applications, greater bandwidth, supporting increasing data volumes and the need to support mobility.

Sixty percent of the channel players think fabric networks will be deployed in datacentres by 2020.

However, a third admitted knowing little about SDN, while 62 percent think budget constraints have a significant impact on companies investing in technology.  And 63 percent consider vendor financing as “vital” or “more important”.

brocade_infographic

HP announces open SDN app store

HPHP has announced what it calls the first enterprise class software-defined networking (SDN) open ecosystem, with the HP SDN Developer Kit (SDK) and the HP SDN App Store.

HP boasts the emergence of SDN should do away with fiddling around with legacy network gear and epic customisation projects, instead automating network operations. But an open SDN ecosystem, HP argues, will encourage collobration and innovation to improve the technology, compared to closed, proprietary SDN.

The HP SDN dev kit is up for grabs in November this year, and includes all the necessary stuff for building SDN apps. HP hopes this will bolster its position in the market as well as complement support services. On the app store, customers can browse, search, buy and download SDN apps onto their virtual application networks SDN controller.

HP partners and indie software developers will be able to develop, simulate and validate enterprise level SDN apps to then sell on HP’s app store. Developers will have access to API documentation, developer guides and sample code, as well as the ability to test app functionality and interoperability that can simulate user conditions, using the SDN sim suite and HP SDN Virtual Lab.

Partners registered for HP SDN developer kit include Citrix, F5, Infoblox, Intel, Microsoft, Mitel, Riverbed, Shoretel, Samsung, SAP, Tech Mahindra, VMware, Websense, and more.

The company wheeled out IDC network infrastructure veep Rohit Mehra, who pointed out it will be the apps that will bring SDN technology to the forefront of mainstream networking.

“The catch 22 is that to innovate through applications requires a large investment in infrastructure to develope, which becomes prohibitive,” Mehra said. “The advent of an SDN app store and developer kit makes this an accessible alternative for developers”.

Clearly there is value for HP, too, which has a wide range of products and software that fit in with SDN. In addition, the company added OpenFlow support to 10 new routers in HP FlexNetwork.

SDN certification will be available December 2013, while the SDN app store should be ready in the first half of 2014, along with apps services and support, and services and support for HP OpenFlow. Developer support is available in November this year.

As part of the HP ExpertOne program, those interested in learning more can sign up to the cheerily named “SDN Learning Journey” course.

Senior veep and GM for networking at HP, Bethany Mayer, said the networking industry should leap on the disruptions offered by SDN.

“HP has created the industry’s most comprehensive SDN product portfolio as well as an open SDN ecosystem, which offers an environment for enterprises and partners to rapidly tune the network to their business and application needs,” Mayer said.